1 Click Solution For Creating Quote as PDF Document in Microsoft Dyamics CRM


The usual way of generating quotation document in Microsoft Dynamics CRM is either using a lengthy word mail merge process or by creating the quote template as an SSRS report and then running the report and exporting the document in PDF.
Let’s evaluate the number of steps required for generating a quotation document using SSRS report approach:
StepsClicks
Open the Quote record form in Dynamics CRM 
Click on "Run Report" button on the ribbon1
Select the Quote report1
Wait for the report controller to load the report 
Click on the "Export" button1
Select the document format to export1
Save the document1
Total clicks5
Now suppose this quotation needs to be sent to the customer in an email from CRM then the additional steps are:
StepsClicks
All steps from scenario 1 to be followed5
Click "Activities" and select email2
Save email to enable the "attach file" option1
Click "Attach File". This opens another window1
Click "Browse" and select the file from local drive2
Click "Attach" and then "Close" button2
Send the email 
Total clicks13
Using Work 365 1-Click PDF solution (free): all of the above steps can be done with just one click!!!
Work 365 1-Click PDF solution provides 2 approaches:

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