Report-to-PDF

This CRM add-in to Microsoft’s Dynamics CRM and CRM Online platforms adds the simple ability to Print-to-PDF...

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.

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"
  • PDF Emailed with your template choice
  • Even to Microsoft Office Excel

User Experiences

  • 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

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

Screenshots

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Screenshots

Pricing & Ordering

  • $299.00

    Base per CRM Organization

    $0.00

    Per CRM Licenced/Enabled User

Buy Product Add To Cart

Documentation

Download and License

Trial or production license request:
License Email Sales Help
Note - Unzip Downloaded file before upload to CRM
Full info - Company email signature pane identifying requester and company is required to receive license
Click here to View - MTC CRM Managed Solution End User License Agreement (EULA)

MTC's CRM product licensing includes at no-charge a maximum of 2 non-production instance of CRM for the purposes of Development and Staging/Test. Provide these additional CRM Organization names by email to SalesTeam@mtccrm.com