Report To PDF
For Microsoft Dynamics CRM
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 SolutionReport to PDF is one building block to a CRM process that saves time.
- 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
- 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