Work 365 Introduces 1-Click PDF Add-On for Microsoft Dynamics CRM
Work365 , introduces the 1-Click PDF Add-On, a productivity solution for Microsoft Dynamics CRM that co nverts CRM data and reports into PDF, Word and Excel documents in just 1-Click. The 1-Click PDF Add-On is designed to enhance productivity and can be used to generate PDF quotes, orders, invoices, mail-merge, account summary, contact profile, work o rders, reports, and charts, in just one click. Document generation using 1-Click PDF works via a button in the ribbon on top of a grid or form, or via a button within the form. The functionality presents convenient options and three free templates, saving time and enhancing efficiency for us ers. “ Generating a document from CRM is sometimes challenging and involves several steps, sometimes upwards of 5 to 8 clicks…the 1-click pdf automates this and allows the user to do this in 1 single click. This is an ...