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IOTAP’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.
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:
Open the Quote record form in CRM
Click on "Run Report" button from the ribbon
Select the Quote report
Wait for the report controller to load the report
Click on the "Export" button
Select the document format to export
Save the document
Scenario 2: Sending the quotation pdf in email
All steps from scenario 1 to be followed
Click "Activities" and select email
Save email to enable the "attach file" option
Click "Attach File". This opens another window
Click "Browse" and select the file from local drive
Click "Attach" and then "Close" button
Send the email
Using 1-Click PDF approach: all of the above steps could be performed in just 1-Click.