Creating Quote PDF document in Microsoft Dynamics CRM

he usual way of generating quotation document in Microsoft Dynamics CRM is either using a lengthy word mail merge process or by creating the quote template as an SSRS report and then running the report and exporting the document in PDF.

Let’s evaluate the number of steps required for generating a quotation document using SSRS report approach:

Steps	Clicks
Open the Quote record form in Dynamics CRM
Click on "Run Report" button from the ribbon	1
Select the Quote report	1
Wait for the report controller to load the report
Click on the "Export" button	1
Select the document format to export	1
Save the document	1
Total clicks	5

Now suppose this quotation needs to be sent to the customer in an email from CRM then the additional steps are:

Steps	Clicks
All steps from scenario 1 to be followed	5
Click "Activities" and select email	2
Save email to enable the "attach file" option	1
Click "Attach File". This opens another window	1
Click "Browse" and select the file from local drive	2
Click "Attach" and then "Close" button	2
Send the email
Total clicks	13

Using IOTAP 1-Click PDF solution (free) : all of the above steps can be done in just one click!!!

IOTAP 1-Click PDF solution provides 2 approaches:

1.       Approach1: 1-Click button in ribbon which on-click will provide a pop-up showing all reports

2.       Approach2: Custom 1-Click button(s) added to the form (as shown in screenshot below)

On clicking “Download Quote” button, quote report will be downloaded.

Further to get you started, we also provide 3 report templates (Quotation, Account Overview and Contact Overview report) within the 1-Click PDF solution. The standard report templates available out-of-box in CRM are limited in terms of functionality. If you need to make even a minor change, you need to re-design the entire report using FetchXML (if you intend to use CRM online). The report templates that we provide work seamlessly in CRM Online as well as On-Premise.

The solution is available as a free as well as paid version. For more details or to download click here.

CRM Dynamics is great platform to build CRM solutions for small business to enterprise organization. However to enhance the platform, add-ons from different partners provide a great way to improve the user experience and improve productivity. Check out the various add-ons that you can purchase from our online store:

• Record Clone or Record Copy – Clone any record and related records in CRM with single click
• Advanced Auto Number
• Report Scheduler for CRM Online and On-Premise
• Email to Case Automation : Service Automation by automatic creation and linking of Case
• Birthday Reminder