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Generate PDF Dynamics CRM 2015 Online RRS feed

  • Question

  • Greetings.

    I am looking for ideas/options to generate a PDF within a CRM 2015 Online solution.

    This PDF will merge static verbiage with CRM database information.

    What about limitations? Could any available library be used with the ONLINE edition?

    Any idea (even "out-of-the-box") would be greatly appreciated.

    Thanks,

    Frank M.


    Frank

    Thursday, May 12, 2016 4:03 PM

All replies

  • Hi,

    there is no out of the box way to generate pdf's in MS CRM Online.

    If you are interested in 3rd Party product you could try our DocumentsCorePack.
    This Add-On gives you the possibility to easily create PDF's with static text and CRM database informations.

    You can find a details and a trial here: www.mscrm-addons.com.

    br,

    Christian


    Christian Ternek, www.mscrm-addons.com
    follow us twitter.com/mscrmaddons


    Friday, May 13, 2016 5:18 AM
  • There is no out of the box functionality available for this.

    If in case you want to export reports in PDF format then you can use our add-on, Click2Export.

    You can get more details on following link:

    http://www.inogic.com/product/productivity-pack/click-2-export-microsoft-dynamics-crm-reports

     
    Thanks,
    Sam


    Inogic | Blog | news at inogic dot com
    If this answers your question, please click "Mark As Answer" on the post and "Mark as Helpful"

    Friday, May 13, 2016 9:56 AM