MTCCRM_ProductDetails

Overview

Maintains set date range criteria and easy ability to produce the document more than one way at a time including printing - eliminating a Ribbon button. Add Report-to-PDF to your CRM implementation processes easily for a 15-day trial and take the save-time challenge. Ask MTC to build something best for you with the Report-to-PDF Microsoft Dynamics CRM Managed Solution

Report to PDF is one building block to a CRM process that saves time.

Feature Set

Open any CRM report document as a PDF and place or communicate in the way you want
PDF Saved to disk from Browse
PDF To a CRM email record as an "Attachment"
PDF Emailed with your template choice
Even to Microsoft Office Excel

User Experiences

Store reports, Quotes, Orders, Invoices or other documents in the pdf format on local or network drives
Email documents to complete transactions, give instructions, provide periodic statements

1st year maintenance included with email-based or Live Web Installation and Use support. Annual 25% maintenance for future feature editions, upgrades, and support.

Partner NFR program, OEM, and custom development available from MTC to support unique needs