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    Manufacturer: WORK 365

    1 Click Pdf

    $299.00
    The WORK 365 1-Click PDF App is a productivity solution for Microsoft Dynamics 365 that easily converts reports to PDF, Word or Excel documents.
    *

    Using the 1-Click PDF App


    There are two ways to generate documents with the 1-Click PDF App:

    1. Using the button in the ribbon on the grid or form
    2. Using the button from within the form

    Approach 1: Using the button in the ribbon on the grid or form

     




    After clicking the 1-Click PDF button from the top ribbon of the grid, a pop-up window will open with the available reports.

    Please follow the following steps to generate the PDF:

    1. Select Report
    2. Select Action (Download, Attach to email, Attach to notes)
    3. Select File format (PDF, Word, Excel)
    4. Select a single or multiple records and click
    5. Enter file name (optional)

    With the grid, the data will be filtered by the records selected in the grid. However, if no records are selected, no filter is applied.

    With the form, the data will be filtered by the current record.


    The 1-Click PDF displayed in form ribbon:



    Approach 2: Using the button from within the form


    This approach only requires one click and the add-on will generate the PDF. You can add as many buttons to the form as you'd like.




    A configuration record will need to be created which stores the report name, file format (PDF, Word, or Excel), the action required (open, download, attach to email, attach to notes), and the file name. This configuration record is then linked to the button on the form. After clicking the button, the add-on automatically gathers the information from the configuration and generates the PDF.

    • Easy configuration and setup
    • Supports PDF, Word, and Excel document formats
    • Runs from Dynamics Form as well as Grid
    • Can run on single as well as multiple records (when running from Dynamics grid)
    • Ability to save the document locally or directly to Entity notes
    • Ability to populate the document in a new email – ready to send

     

    Works with:

    Dynamics 365 Online

    Microsoft CRM 2011,2013 (Request Custom Build)

    Microsoft CRM 2015,2016

    Dynamics 365 Enterprise

     

    The subscription includes email based technical support.

    For additional support, a ticket needs to be purchased from store.

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    Using the 1-Click PDF App


    There are two ways to generate documents with the 1-Click PDF App:

    1. Using the button in the ribbon on the grid or form
    2. Using the button from within the form

    Approach 1: Using the button in the ribbon on the grid or form

     




    After clicking the 1-Click PDF button from the top ribbon of the grid, a pop-up window will open with the available reports.

    Please follow the following steps to generate the PDF:

    1. Select Report
    2. Select Action (Download, Attach to email, Attach to notes)
    3. Select File format (PDF, Word, Excel)
    4. Select a single or multiple records and click
    5. Enter file name (optional)

    With the grid, the data will be filtered by the records selected in the grid. However, if no records are selected, no filter is applied.

    With the form, the data will be filtered by the current record.


    The 1-Click PDF displayed in form ribbon:



    Approach 2: Using the button from within the form


    This approach only requires one click and the add-on will generate the PDF. You can add as many buttons to the form as you'd like.




    A configuration record will need to be created which stores the report name, file format (PDF, Word, or Excel), the action required (open, download, attach to email, attach to notes), and the file name. This configuration record is then linked to the button on the form. After clicking the button, the add-on automatically gathers the information from the configuration and generates the PDF.