Dynamics PDF – Convert CRM Reports to PDF & Attach to Email

/ By / About Microsoft Dynamics CRM, by ISV/Add On Partners, Cloud CRM, CRM Add-On ISV Products, CRM Online, CRM Software Information, Dynamics 365 for Marketing, Dynamics 365 Sales, Dynamics CRM/365 New Features, Dynamics CRM/365 Training

Dynamics PDF
How many steps are required to send price quotation as an email?
With Dynamics PDF – One single click:

Dynamics PDF-In Quote

 

With Dynamics CRM – Five clicks:

  1. Run Report
  2. Generate Quote Report
  3. Save as PDF
  4. Create Email Activity
  5. Attach PDF to Email

Dynamics PDF converts any CRM report to PDF with the following one click functions:

  • Preview report as PDF
  • Download report as PDF
  • Save the PDF as a note for this record
  • Create an Email and attach the report as PDF document
  • Create an Email and create the report as HTML in the body of the Email message

Dynamics PDF-In Accounts

^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^

>>>    Download Trial Version:  www.DynamicsObjects.Com

>>>    Watch This Video:      Dynamics PDF 2 Minutes Video

by DNN Integration Dynamics CRM

 

^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^

 

 

Related posts:

  1. 6 Productivity Best Practices for Microsoft Dynamics CRM and Office 365
  2. 3 CRM Best Practices for Improving Client Retention
  3. 5 Productivity Tips for CRM Outlook Users
  4. 3 Ways AbleBridge Helped Customers Realize the Benefits of Microsoft Dynamics CRM 2011
  5. Skype Integration with Microsoft Dynamics CRM

1 thought on “Dynamics PDF – Convert CRM Reports to PDF & Attach to Email”

  1. Varada

    Hi guys,

    I have a quick question, how "programmable" is this tool? Will we be able to use one of our existing reports and attach it to an email we have as part of our workflow?
    Will it allow saving this report to our sharepoint document library too?

    Please do let me know.

    Thanks for your help!
    ~Varada

Comments are closed.

Show Buttons
Hide Buttons