GetPDF Solution easily allows a business user to download the word templates in D365 CRM/CE as PDF documents. No longer the hassle to download and then manually convert the document to PDF, which will save time for the business users.
PRAMITISOFT HAS CREATED GetPDF Solution
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Business Pain Points
The standard D365 CRM functionality currently allows to download the word templates as PDF only in Quote entity.
For other entities, we need a developer either to write custom code or write a MS flow that will get the PDF document.
Any business user that uses CRM and creates Word Templates and need to email them to customer as PDF documents, so that the documents are not tampered.
Our solution will only take just 2 – 5 minutes to import and enable the solution.
Our “GetPDF Solution” will enable customers to print/download the word template to PDF document at a click using the UI in Microsoft Dynamics CRM/CE D365.