Export PDF from Activity Entity like Emails, Appointments, and More in Dynamics 365 CRM!

Over 80% of businesses use PDFs as their primary format for storing and sharing documents. However, this widespread use has its downsides—75% of data breaches linked to document sharing are due to poor PDF management.

This highlights the need for a simple PDF conversion tool, especially within Dynamics 365 CRM, where document sharing and management are crucial.

In Dynamics 365 CRM, you can generate PDF files, but only for specific entities like Accounts, Contacts, Leads, Opportunities, Quotes, Orders, and Invoices. Even then, you need to enable this feature through the app settings and select the entities you want to use it for.

Unfortunately, Dynamics 365 doesn’t support creating PDFs for activity entities like emails and appointments.

But let’s face it—on a day-to-day basis, you also need to convert and share documents from other entities, including custom ones.

That’s where Inogic’s Click2Export comes in. With this one-click app, you can:

• Convert documents from…