Dynamics Docs can be automatically created with Workflow and send email with PDF report as an attachment.
Dynamics PDF converts any CRM report to PDF with the following one click functions:
Preview report as PDF.
Download report as PDF.
Save the PDF as a note for this record.
Create an Email and attach the report as PDF document.
Create an Email and create the report as HTML in the body of the Email message.
Email Report as PDF Attachment
Works with out-of-the-box CRM entities as well as customized entities.
It takes 2 minutes to download & install and you are ready to go.
Simple to operate from record's list or record’s form.
We develop technics to store in CRM, and regularly update, complex price lists and multi-level rate cards to create complex price quotations, orders and invoices for any business type, and any price sensitive input parameters.
If you are interested in online demo of any of our products or to discuss software development for Dynamics CRM, please fill in the below form and we will contact you ASAP.