Convert CRM Reports to PDF with One Click
Report to PDF lets you quickly generate, save, or email CRM reports as PDFs—streamlining documentation and communication in your sales and service processes
Report to PDF
CRM Report to PDF Overview
Report to PDF for Microsoft Dynamics CRM is a time-saving utility that allows users to open, convert, and distribute CRM reports as PDFs without needing extra clicks or Ribbon customizations. Designed to support local saving, email integration, and Excel export, this add-on is a foundational productivity tool for any CRM implementation.
Ideal for storing Quotes, Orders, and Invoices in PDF format or emailing reports with templates, Report to PDF is a flexible solution built to fit seamlessly into your document and communication processes.
Features
PDF Generation
Convert any CRM report into a PDF with a single click
Save to Disk
Save PDF copies to your local or shared network drive
Email Attachment
Automatically attach PDFs to CRM email records
Email with Templates
Send reports via email using CRM email templates
Export to Excel
Output CRM reports directly into Microsoft Excel
Date Range Handling
Maintain date criteria when exporting or sending
No Ribbon Dependency
Works independently of custom Ribbon buttons
Pricing & Licensing
The Most Honest Pricing in the world
You get full access to the platform, regular enhancements, and reliable support, so you can focus on growing your business without worrying about unexpected charges or complicated licenses.
Organization
$299.00
Base per CRM Organization
User
$0.00
Per CRM Licenced/Enabled User
1st Year Maintenance Included
Annual 25% Maintenance Fee for Upgrades, Enhancements & Support
Downloads & Documentation
Download guides and resources for setup, configuration, and updates. Access all documentation needed to ensure smooth installation and performance.
Documentation
Report to PDF Flyer
1 Pages Pdf
Report to PDF User Guide
15+ Pages Pdf
Download and License
Report to PDF for Dynamics 365
1 Pages Pdf 349KB
Report Output Utility 2011 – 2013
1 Pages Pdf 349KB
Report Output Utility – 2015–2016
1 Pages Pdf 349KB
Note -Unzip files before uploading to CRM. For licensing, please email us with your company email signature
Support & Maintenance
At MTC CRM, our values are more than just words they guide every decision, every product, and every partnership.
Email-based or Live Web Installation & Usage Support
One Hour of 24/5 Implementation Support included
Annual maintenance covers all feature updates and customer support
Partner Programs
OEM Partnership Options
NFR (Not for Resale) Licensing
Custom Development available to tailor calendar views, workflows, or entity integrations
Talk with our sales team to see how MTCCRM can fit your needs
Explore the right solution to match your business vision
Receive customized pricing that fits your needs
Uncover smarter ways to align and streamline team workflows
For technical or billing support, visit our
Trusted by the world’s leading businesses
- Automate complex workflows.
- Improve customer engagement.
- Enable real-time visibility.
- Support modern service delivery models