Convert Dynamics 365 Reports to PDF in One Click
Native Dynamics 365 report export takes multiple clicks - run report, choose format, save dialog, find file, attach to email. Report-to-PDF compresses it to a single click. Convert any CRM report directly to PDF, ready to email to clients, attach to a CRM record, or save locally. Built for sales operations, finance teams, and anyone routinely sharing CRM reports outside the system.
Report to PDF
CRM Report to PDF Overview
Report-to-PDF for Microsoft Dynamics 365 is a workflow accelerator for anyone who routinely exports CRM reports. Native Dynamics 365 report export works, but it's slow - run report, click Actions, choose Export, pick PDF format, click Export again, get save dialog, save file, find file, attach to email or upload somewhere. Report-to-PDF compresses all of that into one click. The report runs, converts to PDF, and is ready to use in seconds.
Generated PDFs can be saved locally, emailed directly from CRM (with the customer record context attached), or stored as a CRM attachment on the related record. Sales operations teams use it to send weekly pipeline reports to managers. Finance teams use it for invoice and statement delivery. Professional services use it for client deliverables. Regulated industries use it for compliance documentation. Anyone routinely sharing CRM reports gets meaningful time savings.
Features
One-Click PDF Export
Run any CRM report and convert to PDF in a single action. Skip the multi-step native export workflow entirely.
Email PDF Directly from CRM
Generated PDFs attach to CRM email automatically. Send to customer, manager, or external party without leaving the report screen.
Save as CRM Attachment
Store the generated PDF as an attachment on the related CRM record. Audit trail of every report run, available for future reference.
Save Locally
Standard local file save also supported. Generate the PDF and save to your computer or network drive in one motion.
Works on All Reports
Compatible with standard CRM reports and custom reports built with SSRS or Power BI. Universal report-to-PDF conversion.
Preserves Formatting
PDFs maintain the exact formatting, layout, and styling of the original report. What you see in CRM is what you get in the PDF.
Compliance-Friendly
Generated PDFs are suitable for audit trails, regulatory submissions, and client deliverables. Date-stamped and tied to the record they were generated against.
Time Savings
Save 30-60 seconds per report. For teams running 50+ reports per week, that's hours of recovered productivity monthly.
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-page overview (PDF)
Report to PDF User Guide
Setup & usage guide (PDF)
Download and License
Report-to-PDF Solution
Managed Solution ZIP - Latest version
Report-to-PDF Legacy 2011–2013
Managed Solution ZIP - Legacy
Report-to-PDF Legacy 2015–2016
Managed Solution ZIP - Legacy
Note -Unzip files before uploading to CRM. For licensing, please email us with your company email signature
Support & Maintenance
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
Bundle Report-to-PDF inside your Dynamics 365 vertical solution - especially for compliance-heavy industries like financial services, healthcare, legal.
NFR Licensing
Free internal licenses for partners running demos, POCs, and customer trainings.
Custom Development
Tailor PDF templates, watermarks, digital signatures, custom branding, or industry-specific compliance formatting.
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
- Automate complex workflows.
- Improve customer engagement.
- Enable real-time visibility.
- Support modern service delivery models
Contact our sales team
Frequently Asked Questions
Why use Report-to-PDF when Dynamics 365 has built-in PDF export?
Native Dynamics 365 report export works but takes 5-7 clicks: run report → Actions → Export → choose PDF → Export → save dialog → save → find file. Report-to-PDF reduces this to 1 click. Multiply by hundreds of reports per month and the time savings add up.
Can I email PDFs directly from CRM?
Yes. Generated PDFs attach to CRM email automatically with the customer record context preserved. Email goes directly from Dynamics 365, no need to download and attach manually in Outlook.
Can I save the PDF as a CRM attachment?
Yes. Store the generated PDF as an attachment on the related CRM record – useful for audit trails, compliance, or future reference. Every report run creates a date-stamped record.
Does it work with custom reports?
Yes. Compatible with SSRS reports, Power BI reports, and any custom report you’ve built. Universal PDF conversion across all CRM report types.
Does the PDF preserve report formatting?
Yes. PDFs maintain exact formatting, layout, fonts, and styling of the original CRM report. Pixel-perfect conversion.
Is the generated PDF compliance-ready?
Yes. Generated PDFs are suitable for audit trails, regulatory submissions, and client deliverables. Each PDF is date-stamped and tied to the record/user it was generated against. For digital signature requirements, custom development can add signing workflows.
Does it work with Dynamics 365 Online?
Yes. Fully compatible with Dynamics 365 Online, On-Premise, and Power Platform model-driven apps.
How much time does it save?
30-60 seconds per report. For teams running 50+ reports per week, that’s hours of recovered productivity monthly. ROI usually pays back in the first month.