If you ever paid for Dynamics CRM reports, burn this Post before your boss reads it! Combine easy to write CRM Reports and auto delivering of reports with CRM Workflows, for only $49 per assigned user (min 7 users) |
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Reports provide useful business information to CRM users and clients.
With Dynamics Docs, you don’t have to be report developer or pay a developera hefty price for each report they design or even modify.
Dynamics Docs are MS Word based reports with merged fields from CRM entities, which are PDF and attached to Email or saved as Notes.
Free of charge templates for customised and out of the box CRM entities like Quote, Invoice, Order, Opportunity, Case and others, with a function to easily add customised fields.
Dynamics Docs can be automatically created with Workflows (CRM on premise and online) that send emails with PDF reports as attachments or as HTML page in the body of the Email.
Compare the pair | |
$350 Dynamics Docs with any number of reports Workflows enabled |
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Versus | |
$350 Hourly Rate for report developer No workflow capabilities |
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by Dynamics Objects