Compatible With:
• Dynamics CRM 4.0 (On Premise / Partner Hosted)
• Dynamics CRM 2011 (On Premise)
Eliminate the task of manually changing reports and invoices to PDF*. With our mPDF tool you can automatically convert your report or invoice to PDF and email it out all right within your Dynamics CRM system giving you greater efficiency, consistency and reliability.
Save Time
The mPDF tool automates the process of converting a report or invoice to PDF saving you a lot of clicks and therefore time you could be spending on more important tasks. With the ability to create workflows you can save even more time by getting the right document, in the right format, to the right person automatically.
Save Money
With this tool your organisation can benefit from greater efficiency. The time saved can be used elsewhere, on more important tasks increasing overall productivity of your workforce and ultimately, positively affecting your bottom line.
Consistency
Commonly with several individuals working within one system there will be inconsistency. This can be particularly true when invoicing customers from your Dynamics CRM system. With the mPDF tool all invoices are converted all one way, into one format, removing the different, inconsistent styles from different people. This creates familiar and easy to follow invoices for your customers.
Reliability
Removing the manual process of converting a report or invoice to PDF reduces the chance of error – in other words you won’t forget to finish the task at hand. Workflows can be put in place that will automatically turn your final report or invoice into PDF and send it off to the right person instantly. This reliable process will mean reporting deadlines are met and invoices are paid on time.
* mPDF does not work with CRM reports, only custom built reports
The mPDF Tool is Useful for:
- Payslips
- Invoicing
- Management Reports
- Sales Reports
- Marketing Reports
- Service Reports
Specs
• Version: 1.0.0
• Release Date: September 30, 2010
• End Support Date: *October 31, 2012
Requirements:
• Microsoft Dynamics CRM 4.0 (Rollup 7 or above)
• .NET 3.5 SP1
• Administrator Access
• SQL Reporting Services
* Expected to be supported at least through to this date.