Work 365 Introduces 1-Click PDF Add-On for Microsoft Dynamics CRM
Work365, introduces the 1-Click PDF Add-On, a productivity solution for Microsoft Dynamics CRM that converts CRM data and reports into PDF, Word and Excel documents in just 1-Click.
The 1-Click PDF Add-On is designed to enhance productivity and can be used to generate PDF quotes, orders, invoices, mail-merge, account summary, contact profile, work orders, reports, and charts, in just one click. Document generation using 1-Click PDF works via a button in the ribbon on top of a grid or form, or via a button within the form. The functionality presents convenient options and three free templates, saving time and enhancing efficiency for users.
“Generating a document from CRM is sometimes challenging and involves several steps, sometimes upwards of 5 to 8 clicks…the 1-click pdf automates this and allows the user to do this in 1 single click.
Key Features of the 1-Click PDF Add-On include:
Easy configuration and setup
Generate PDF, Word as well as Excel documents from reports
Runs from form as well as grid
Ability to save the document locally
Ability to save the document directly to notes
Ability to attach the document automatically in a new email – ready to send
The add-on is available as a free version as well as paid one. Please click here for more information.