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Dianna Davis - Dynamics Objects

Dynamics PDF-Docs for CRM 2016 Word Templates

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Dynamics PDF-Docs is an upgrade on our successful Dynamics PDF add-on for CRM. Dynamics PDF-Docs can generate PDF Word documents in CRM 2016 and, in one click, attach them to Notes or send them as PDFs in Email attachments.

Dynamics PDF-Docs can be triggered as a workflow. With Dynamics PDF-Docs users can schedule a workflow to email Word document generated in CRM 2016 as an attachment to an Email. Such document can be a Word based report, price quotation or an invoice.

Unfortunately, Microsoft does not provide the expected Word Documents most commonly needed in CRM, so we have decided to design them and offer, free of charge, downloads of Invoice, Quote, Order, Opportunity & Case Word Templates.  These templates together with Dynamics PDF-Docs save users time to produce a PDF  document or automatically create PDF reports as attachments to emails, with Workflow:

Click here to download free CRM 2016 Word Templates

Click here to download Dynamics PDF-Docs free trial

Here are the images of the five free Word Templates

ORDER

Blog-Order

INVOICE

 

Blog-Invoice

CASE REPORT

Blog-Case

 

OPPORTUNITY REPORT

Blog-Opportunity

PRICE QUOTATION

 

Blog-Quote

by Dynamics Objects

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