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    Work 365 Introduces 1-Click PDF Add-On for Microsoft Dynamics CRM

    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 onePlease click here for more information. 

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