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

WORK 365 introduces the 1-Click PDF App, 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. This is an instant productivity boost for all CRM users!” said Ismail Nalwala, CEO, IOTAP Inc.

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.

0 replies

Leave a Reply

Want to join the discussion?
Feel free to contribute!

Leave a Reply

Your email address will not be published. Required fields are marked *