Export to PDF, Word, or Excel + Email within Microsoft Dynamics 365 CRM!
This article introduces James, a salesperson working for Proren PVT LTD, an online platform for property renovation that employs Microsoft Dynamics 365 CRM for customer relationship management. The tool has helped them stay organized and efficient. Previously, whenever James closed a sales deal, they had to manually create and send emails with relevant PDF, Word or Excel documents attached. However, now with the help of Microsoft Dynamics 365 CRM, James is able to export to PDF, Word or Excel and email these documents effortlessly, all within the platform itself.
This feature enhances the efficiency of the CRM by saving time and preventing unnecessary data loss or errors. The article is a valuable resource for salespersons, customer relationship managers, and businesses in general who are seeking to streamline their communication process and adopt a more cohesive method of managing their customer data.
The post Export to PDF, Word, or Excel + Email within Microsoft Dynamics 365 CRM! first appeared on Microsoft Dynamics 365 CRM Tips and Tricks.
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