Tuesday, March 29, 2016

Generate & Export PDFs from CRM Uusing Aspose .NET OneClick PDF Document Generator

Aspose .NET OneClick PDF Document Generator is an open source add-on used to generate and export PDFs from Microsoft Dynamics CRM. You can design template in word and attach in CRM and generate document as you want. You can use OneClick PDF Document Generator with Account, Contact, Lead, Opportunity and Quote Entity. It provides option to Attach the generated document with the record itself and you can download the document as well. This add-on can also resolve option set and look-up fields. In addition it allows you to generate the PDF from the Top ribbon button as well as via a single click button on the form. Aspose .NET OneClick PDF Document Generator can be used with CRM on-premises and CRM Online. This release of the add-on supports the following features
  • Create Template inside Microsoft Word and attach in CRM. (use merge field feature of MS Word where you want to include CRM data)
  • Allow you to add Optionset as well as lookups.
  • Works with Account, Contact, Lead, Opportunity and Quote.
  • One click button that can Generate document.
  • Generated documents can be downloaded as well as attached with the same entity record.
  • A ribbon button is also provided to choose the template and generate document.
Start a free trial today – all you need is to sign up with Aspose. Once you have signed up, you are ready to try powerful file processing features offered by Aspose file format APIs.
More About Aspose
Aspose offers a powerful set of file management components with which developers can create applications which can open, edit, create and save some of the most popular business file formats. Supported formats include Word documents, Excel spreadsheets, PowerPoint presentations, PDF documents, and Microsoft Project files. Tools allow developers to perform OCR, work with images, create and read barcodes and perform many other document conversion and management tasks. Aspose produce components for .NET, Java and SharePoint, as well as rendering extensions for SQL Server Reporting Services and JasperReports exporters.
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1 comment:

  1. UnknownMarch 31, 2016 at 1:25 AM

    You can export such reports to pdf, it's a bit of a nuisance for the user though, unless you ... Please check below link to create pdf report in crm
    rujulerp.com

    ReplyDelete

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