WORK 365's 1-Click PDF is a productivity add-on for Microsoft Dynamics CRM that converts reports to PDF, Word or Excel documents in just 1-Click.
Sample usage scenarios: generating quotes (quote template can be created as CRM report), orders, invoices, mail-merge, account summary, contact profile, work orders, report & charts etc.
The trial version allows configuring up to 3 reports.
Features
- Easy configuration and setup
- Document formats supported: PDF, word, excel
- Runs from form as well as grid
- Can run on single as well as multiple records (when running from CRM grid)
- Ability to save the document directly to notes
- Ability to save the document locally
- Ability to populate the document in a new email – ready to send
- Free report templates to get you started
Why 1-Click PDF?
Scenario 1: Let’s consider a scenario of generating a quotation pdf from within CRM:
To generate a quote document in CRM by exporting PDF from CRM report, following steps are to be performed:
|
Steps |
Clicks |
|
Open the Quote record form in CRM |
|
|
Click on "Run Report" button from the ribbon |
1 |
|
Select the Quote report |
1 |
|
Wait for the report controller to load the report |
|
|
Click on the "Export" button |
1 |
|
Select the document format to export |
1 |
|
Save the document |
1 |
|
Total clicks |
5 |
|
|
|
Scenario 2: Sending the quotation pdf in email
|
Steps |
Clicks |
|
All steps from scenario 1 to be followed |
5 |
|
Click "Activities" and select email |
2 |
|
Save email to enable the "attach file" option |
1 |
|
Click "Attach File". This opens another window |
1 |
|
Click "Browse" and select the file from local drive |
2 |
|
Click "Attach" and then "Close" button |
2 |
|
Send the email |
|
|
Total clicks |
13 |
Using 1-Click PDF approach: all of the above steps could be performed in just 1-Click.