crm get report as pdf RRS feed

  • Question

  • I am currently working on CRM 2013.  I have successfully created a plug in that can add a report to a note or an e mail as a pdf attachment.  My next step is to be able to download the report directly as a pdf document.  The idea is to save some steps and not having to first attach the pdf to a note and then download the pdf.  Secondly I do not want all my pdf attachments to be stored in notes.  Once the report is generated it does not have to be stored on CRM.

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    Thursday, May 15, 2014 11:16 AM

All replies

  • As far as I understand you need to download CRM report directly to PDF instead of note pad ,If so there are two way one is export to and other is using pdf printer lile cute pdf, or anything like that .

    2nd concern is the time saving then I will suggest to try one 3rd party tools that is AbbyyPDF, I am sure you will like it and save time .

    Don't forget to mark helpful or answer

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    Friday, July 4, 2014 7:29 AM
  • I am downloading the report directly to PDF, but I am attaching it to a note.  I want to know if it is possible get the pdf without adding it to a note.  I am not using note pad for anything

    Christo Vermeulen

    Friday, July 4, 2014 8:00 AM