PDF Preview
PDF Preview displays purchase invoice PDFs directly within Microsoft Dynamics 365 Business Central without opening document links.
Q-Team SolutionsPaid
Report To PDF
by MTCMicrosoft 365Paid
Exports Dynamics 365 CRM reports as PDF or Excel files and sends them to Notes or Email.
PRICINGPaid
DEPLOYMENTCloud
CATEGORYSales
UPDATED ON MARKETPLACE
What it does
Report To PDF changes Microsoft Dynamics 365 CRM reports into PDF or Excel files. A generated report can be sent to Notes or Email, stored as an Excel file, or opened in PDF form. The add-in covers Accounts, Contact, Contract, Lead, Quote, Invoice, Order, and Service Activity.
Key capabilities
from the Microsoft Marketplace listingPDF export
Creates PDF files from Microsoft Dynamics 365 CRM reports.
Excel export
Creates Excel files from CRM reports.
Note attachments
Adds generated reports to Notes.
Email attachments
Adds generated reports to Email.
Use cases
- Reports such as Accounts Overview, Accounts Summary, and Products by Account can be shared with peers, managers, partners, or customers.
- A CRM user can choose whether to email a report, add it to Notes, save it as Excel, or open it as a PDF.
Who it's for
Microsoft Dynamics 365 CRM users who share reports with peers, managers, partners, or customers.
How it compares
Report To PDF and Astral Send are paid add-ins with cloud deployment. Report To PDF lists an update date of Jul 2025, while Astral Send lists Nov 2025.
| Name | Pricing | Deployment | Updated |
|---|---|---|---|
| this plugin | Paid | Cloud | |
| Astral Send | Not in catalog | ||
In the catalog
207 plugins in Dynamics 365 · Sales
Price distribution: 10 free, 4 freemium, 172 paid, 21 price not published
Pricing & deployment
Platform
Microsoft 365
Product
Dynamics 365
Deployment
Cloud
Pricing
Paid
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What the vendor says
«Report to PDF is a simple yet effective Microsoft CRM Add-on specifically designed by MTC to allow easy conversion of CRM reports to more user-friendly file formats such as PDF and Excel as well enable attachments of these reports to Notes and Email. Thus, Report to PDF makes it easy and comfortable for CRM users to …»