Convert CRM Report to Excel File and Attach to Email

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Dynamics PDF version 0.0.9 now includes new features; one of them is the ability, with one click of a button, to convert a Dynamics CRM Report to an Excel file and automatically attach it to an Email.

With the new feature, you can email a CRM report as an Excel File to a manager or colleague and allow the recipient to manipulate the report data, which cannot be done with a PDF file. A good example for such use is to calculate commission based on sales activities.

Dynamics PDF saves time. To attach a CRM Report as a PDF file to an Email could be a process involving many step; with Dynamics PDF, it's  done automatically, including the population of the Email To, From and Subject fields. This is what makes Dynamics PDF such a popular add-on for so many CRM users.

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