Export PDF from Activity Entity like Emails, Appointments, and More in Dynamics 365 CRM!
Over 80% of businesses use PDFs for document storage and sharing, but poor PDF management leads to data breaches. Dynamics 365 CRM only allows PDF generation for specific entities and doesn't support activity entities like emails and appointments. Inogic's Click2Export app solves this problem by allowing users to convert and export documents from all entities, including custom ones, into PDF. It also offers export options in formats like Excel, Word, CSV, SSRS, and TIFF. Users can schedule and share reports via email or upload them to SharePoint. The app streamlines collaboration, saves time, ensures compatibility across devices, and reduces the risk of data breaches. A 15-day free trial is available for download.
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