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Introduction

 

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.

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.