A tool to help you How to send reports as pdf in CRM 2011

After watching the Zetadocs express video the other day, which you can watch here I was then sent an email from a company MyCrm Group promoting their product which allows you to attach reports as pdf’s and attach them to an email in CRM.

This is an interesting solution because you can do this quite easily by going running the report, saving it to pdf and then attaching the report.  This obviously takes quite a few steps (13 according to the documentation) where as their solution takes 3.

The solution reminded a bit of the Zetadocs functionality

If you would like a free trail of the product its available on here

 

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