Dynamics PDF-Docs is an essential tool for CRM users wishing to generate reports and documents, using CRM Word Templates, and insert data into the document, from fields in CRM records, of entities and related entities. These documents are then automatically PDF and attached to Emails or Notes. The process can also be scheduled, and automatically triggered with CRM Workflows.
With the release of version 2, we introduce two powerful functions that just make Dynamics PDF-Docs the best and cost effective add-on to Dynamics 365.
Better and faster PDF conversion - the new version we incorporate the latest technology to convert Word Template to PDF including page header, footer, shapes, images, Watermarks, WordArt, fonts and text in English and all other languages.
Upload documents to SharePoint - you can now select to upload the Word Template to SharePoint as PDF file or Word document. You can also automate this process with CRM workflow.
Our policy, for the past four years, is free upgrade of our solutions for the lifetime of the product. Current users can download the trial version, and upgrade free of charge, using their existing Product Key.
Free and fully functional trial can be downloaded.
Hurry, the price of Dynamics PDF-Docs will increase from US$495 per CRM Organization to US$695 per CRM Organization, as of the 15th May 2017.
Image of a three page invoice converted to PDF with Dynamics PDF-Docs