Skip to main content

Notifications

Announcements

No record found.

Dynamics 365 Community / Blogs / CRM Software Blog Posts / Dynamics PDF – Convert CRM ...

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

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

 

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


 

 

Dynamics PDF – Convert CRM Reports to PDF & Attach to Email is a post from: CRM Software Blog

The post Dynamics PDF – Convert CRM Reports to PDF & Attach to Email appeared first on CRM Software Blog.


This was originally posted here.

Comments

*This post is locked for comments