Report To PDF for CRM

Overview

Maintains set date range criteria and easy ability to produce the document more than one way at a time including printing – eliminating a Ribbon button. Add Report-to-PDF to your CRM implementation processes easily for a 15-day trail and take the save-time challenge. Ask MTC to build something best for you with the Report-to-PDF Microsoft Dynamics CRM Managed Solution

Report to PDF is one building block to a CRM process that saves time.

Report to PDF Uses:

Store reports, Quotes, Orders, Invoices or other documents in the pdf format on local or network drives
Email documents to complete transactions, give instructions, provide periodic statements
Save, email, and print with only a few quick clicks . . .

Report to PDF Feature Set:

Open any CRM report document as a PDF and place or communicate in the way you want
PDF Saved to disk from Browse
PDF To a CRM email record as an “Attachment”
PPDF Emailed with your template choice
Even to Microsoft Office Excel

1st year maintenance included with email-based or Live Web Installation and Use support. Annual 25% maintenance for future feature editions, upgrades, and support.

Partner NFR program, OEM, and custom development available from MTC to support unique needs

Documents

This CRM add-in to Microsoft’s Dynamics CRM 2011 and CRM Online platforms adds the simple ability to Print-to-PDF very conveniently. Any open CRM report document where ever you want it – Saved to disk, to a CRM email record as in “Attachments”, Emailed with your template choice, or even to Microsoft Office Excel.

Video

Order Details

Maintains set date range criteria and easy ability to produce the document more than one way at a time including printing – eliminating a Ribbon button. Add Report-to-PDF to your CRM implementation processes easily for a 15-day trail and take the save-time challenge. Ask MTC to build something best for you with the Report-to-PDF Microsoft Dynamics CRM Managed Solution

Per CRM Organization: $299

Solution

Version:	1.0
Filesize:	1.0MB

This CRM add-in to Microsoft’s Dynamics CRM 2011 and CRM Online platforms adds the simple ability to Print-to-PDF very conveniently. Any open CRM report document where ever you want it – Saved to disk, to a CRM email record as in “Attachments”, Emailed with your template choice, or even to Microsoft Office Excel.

15 days Trail Download