Dynamics PDF
How many steps are required to send price quotation as an email?
With Dynamics PDF – One single click:
With Dynamics CRM – Five clicks:
- Run Report
- Generate Quote Report
- Save as PDF
- Create Email Activity
- 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
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>>> Download Trial Version: www.DynamicsObjects.Com
>>> Watch This Video: Dynamics PDF 2 Minutes Video
by DNN Integration Dynamics CRM
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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.
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