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1-Click PDF - Microsoft Dynamics CRM

 

1-Click PDF for Microsoft Dynamics CRM

IOTAP’s 1-Click PDF is a productivity solution for Microsoft Dynamics CRM that converts reports to PDF, Word or Excel documents in just 1-Click.

Sample usage scenarios: generating quotes (quote template can be created as CRM report), orders, invoices, mail-merge, account summary, contact profile, work orders, report & charts etc.

The trial version allows configuring up to 3 reports only.

 

Features

 

  • Easy configuration and setup

  • Document formats supported: PDF, word, excel

  • Runs from form as well as grid

  • Can run on single as well as multiple records (when running from CRM grid)

  • Ability to save the document directly to notes

  • Ability to save the document locally

  • Ability to populate the document in a new email – ready to send

  • 3 Free report templates(Quotation, Account Overview and Contact Overview report) to get you started



Existing Users

Using 1-Click PDF functionality


Document generation using 1-Click PDF is possible via two approaches:

  1. Button in ribbon on top of grid or form:
  2. Button from within the form

APPROACH 1: Button in ribbon on top of grid or form


1-Click PDF button displayed at top of grid:





On clicking 1-Click PDF button from top ribbon of grid, a pop-up window will open up with the available reports. Please follow below 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)

Please note that in case of grid, the data will be filtered by the record/’s selected in the grid. However if no records are selected then no filter is applied.


In case of form, the data will be filtered by the current record.


1-Click PDF displayed in form ribbon:



APPROACH 2: Custom button from within the form (requires 1 click only)


This approach requires just 1 click and the add-on will execute all the steps required for generating the pdf automatically. You can add as many buttons on the form as needed.




A configuration record is to be created which stores the report name, file format (PDF, word, excel), the action required (open, download, attach to email, attach to notes), file name. This configuration record is then linked to the button on the form. So on click of button, the add-on automatically gets the information from the configuration and directly executes all the steps (which earlier had to be done manually).

MS Dynamics CRM Add-On Testimonials

 

  • Works great. We often have need to clone 5 or more records and this achieves it in seconds… Highly recommended! Exceptional service!

    SCHOOLS INDUSTRY
  • Super easy deployment and very good control and performance of the utility. Makes me want to explore more of the add-ons as time allows.

    Stuart Fawcett
  • The sub-totaling in v5.0 has been a huge value-add. IOTAP support has been very responsive! Easy to build, maintain and edit… Very happy with this product, highly recommend.

    Anonymous
  • It has solved our sales guys problem of managing manual calendars to remember each and every client's birthday or important anniversaries... it helps filter-out the contacts with Birthdays, month-wise or date-wise if the gifts have to be pre-planned !

    Jennifer R
  • What's not to like? It works as indicated. Very flexible. I installed it and started using it… Beyond the quality of their product, IOTAP has some of the best customer service I've ever encountered. They are available, attentive, and will not hide behind emails. Awesome!

    Scottyhuff
  • Cloning functionality is something that you’d expect to be standard in CRM but that just isn’t! Our Quotes are quite huge, as we needed cloning desperately to duplicate our quotes... IOTAP‘s Clone add-on came to our rescue... Great product and very reliable support - we have been using their Clone add-on for past 6 months... And we are happy that their latest version does not use Silverlight... highly recommended!!!

    Glenn Mcguire
  • The add-on was easy to install and setup. Response time of IOTAP support is great ! Now we no longer have to enter cases or update them manually - through this system, we can easily see the history of the case anytime. Cases sent to our support email address are registered in CRM automatically, including the customer contact and account, saving us a lot of manual efforts... Tracking of messages all in one place has improved our company process to a large extent ! This is a great system that I would recommend to anybody who values process.

    Jennifer R
  • Great support, extremely reliable and quick to respond. We had a few questions at deployment, and immediately had a share session with their support team… I would recommend this product to any organization as it is a fair price and will really streamline information within your CRM system!

    Cardj
  • Great product to use! Helps us easily track the coming birthdays and we never miss important anniversaries and events related to our customers - great app to strengthen customer relationship

    Anonymous
  • I’m very happy with the "Report Scheduler Add-On" product produced by IOTAP for Dynamics CRM, it took me out of a bind and the installation and setup were both very straight forward.

    Ralph Perez
  • We use Email to Case Premium to support our service team with case management in Dynamics CRM. Our support team saves a lot of time since we don’t have to enter or update the cases manually anymore. It automatically sends an email to our support team which helps us in saving a lot of time. We're very happy with their support team – their responses are quick and easy to understand!

    Anonymous
  • The add-on allows automatic generation of ids in a sequence that can be custom defined based on the business requirements. It even allows to update existing records in the system in the same sequence… It is value for money, with a lot of features that are not easily available in a similar package! The FREE TRIAL option makes the purchase easier.

    Anonymous
  • Cloning functionality is something that you’d expect to be standard in CRM but just isn’t! Our Quotes are quite huge,as we needed cloning desperately to duplicate our quotes... IOTAP Clone add-on came to our rescue...Great product and very reliable support - we have been using their Clone add-on for past 6 months... Happy that their latest version does not use Silverlight...highly recommended!!!!

    Nigella dsouza
  • Finally, a solution for scheduling reports for a CRM 2011 Online implementation. We have been looking for some time (and even 'hacked' out a solution using workflows) but were difficult to maintain and impossible to deploy to anybody other than senior technical staff used to de-bugging code. We can now distribute views out on a variety of updates (opportunities, customer cases etc) for different audiences, different levels of interest / needs and all done automatically. So easy to set-up and deploy that we have already issued the instructions out to department heads / key staff so they can start producing their own scheduled reports, not having to wait for IT to set-up for them. Very impressed with the speed of development (already two versions on with new features being added all the time) and the close-contact with the commercial and support staff of IOTap - my own issues and questioned answered very quickly and our ideas for future features taken seriously... Having the ability to trial the product gave us the confidence that we could install and deploy and get it working very quickly. Made the purchasing decision very easy in the end as we add an audience of supporting end-users loving the daily / weekly reports that were being delivered to them - no-one wanted these to stop so approval to spend was simple.

    Philli Sykes
  • Easy to use and easy to deploy. You can run it and have it auto-number all the records in a batch.

    Anonymous
  • Great product for duplicating entries in CRM 2011. Easy to install and great staff to work with. Highly recommended.

    Jwindsorsr
  • In addition to the outofbox-features iotap made a solution for a custom entitity and it works as expected.

    Harald Marchhart
  • In addition to the outofbox-features iotap made a solution for a custom entitity and it works as expected.

    Harald Marchhart
  • Exactly what we were looking for! -easy to install, and performs exactly as advertised - Copy a quote and ALL Part numbers in one-click! - Thanks!

    Randall Smith

 

Maintenance & Support

All add-ons offered by IOTAP come with one year of annual maintenance and support.


 

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