Convert Excel documents to PDF format
2025 Release Wave 2 · Electronic Reporting
dX365³ Analysis
Our interpretation — not a Microsoft statement
This feature has been detected on the release plan but not analysed yet. The analysis is generated with the next radar run.
Microsoft information
Quoted from the release plan
Business value
This feature makes it easy to convert configurable business documents from Word or Excel formats to PDF format, and it removes the need for external conversion services. To use this feature in Dynamics 365 Finance version 10.0.43 and later, enable the (Preview) In-App PDF conversion for the Configurable Business Documents (CBD) feature in Feature management.
Feature details
This feature uses Application Object Server (AOS) resources to eliminate the need for external conversion services. Using these in-app capabilities ensures efficient and secure document processing to reduce dependency on tools outside of Finance while maintaining high performance and reliability. This enhancement supports a wide range of business scenarios that provide users with the flexibility to generate and distribute professional-grade PDF documents directly within the application. When you enable the (Preview) In-App PDF conversion for Configurable Business Documents (CBD) feature, you get the following advantages of in-app PDF conversion: - The produced PDF document isn't limited to 300 pages. - The converted Word document can contain a large number of content controls. - On-premises deployments don't require internet connectivity.
Change history
Differences detected between scans
- added12 Aug 2026
Microsoft added this feature to the Dynamics 365 Finance release plan.
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