CRM Software Logo

Microsoft Dynamics 365 & Dynamics CRM experts provide reviews and opinions to aid professionals with the Dynamics 365 selection process.

 
 
Dianna Davis - Dynamics Objects

On Click to PDF Word Template and Attach to Email

Email | Print

You have a well-designed CRM Word-Templates for Invoices, Price Quotations or Contracts, and you now wish to Email the generated document from the Word-Template, as PDF file attached to an Email to a client.

If you don’t have Dynamics PDF-Docs, this is a process that can take you considerable time, especially if you are generating many such documents in Dynamics CRM / Dynamics 365.

With Dynamics PDF-Docs its is as simple as 1-2 (not even 1-2-3)

From the record page – Click the “PDF-Docs” button>Select the Word Template> and select any one of eight different options to Download as PDF, Save to Note, Attach to Email or Upload to SharePoint, and you are done.

With Workflow – Automate this process with a workflow, triggered when a workflow condition is met or run the workflow on demand, from your tablet or even an iPhone.

Dynamics PDF-Docs price is US$690 only per CRM Organization (one-off payment).

Price includes FREE lifetime version upgrade and free Email support.

With Dynamics PDF-Docs you always have the most updated version, by importing the trial version on our website (and using the Product Key provided upon purchasing the product).

Dynamics PDF-Docs free trial version can be loaded from this URL
http://dynamicsobjects.com/Solutions-for-Digital-Transformation/Dynamics-PDF-Docs
Try it only takes 2 minutes to install, and 2 clicks to try with CRM out-of-box Word Templates.

If you do not have Word Templates, why not use our FREE CRM Word-Templates and redesign then the way you like it. Click here to download free CRM Word Templates

..

..

 

Comments are closed.

 

 
 
Show Buttons
Hide Buttons