Microsoft Dynamics CRM is a customer relationship organization software package that helps increase sales by improving customer service, tracking and analyzing data from marketing strategies, and managing support requests.
PDFMonkey is an app that automates PDF generation, provides a dashboard to manage templates, and provides a simple API to generate documents.PDFMonkey Integrations
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PDFMonkey + Google DriveSave new PDF files created in PDFMonkey directly to Google Drive Read More...
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It's easy to connect Microsoft Dynamics CRM + PDFMonkey without coding knowledge. Start creating your own business flow.
Triggers when a new account is created.
Triggers when a new case is created.
Triggers when a new contact is created.
Triggers when a new invoice is created.
Triggers when a new lead is created.
Triggers when a document's generation is complete and successful.
Creates a new account.
Creates a new case.
Creates a new contact.
Creates a new lead.
Creates a new Opportunity.
Find a document in PDFMonkey.
Generate a new document
Microsoft Dynamics CRM is a customer relationship management software, designed to help companies manage their customers. PDFMonkey is a free online top to convert any type of documents to PDF.The integration of Microsoft Dynamics CRM and PDFMonkey can be used to print the converted documents on paper with the help of a printer.This integration can be used for fplowing reasons:In this paper I will discuss the integration of Microsoft Dynamics CRM and PDFMonkey and its benefits.
Integration of Microsoft Dynamics CRM and PDFMonkey is done through Microsoft Dynamics CRM's Outlook client. The integration helps to create an invoice from the email received from a customer or supplier. At first, you need to install the extension of PDFMonkey in your browser, by visiting the link mentioned above. Then, you need to sign up for a trial account at www.pdfmonkey.com. You need to add a new job in PDFMonkey, after logging into your account and then you need to provide the details about the required document in PDF format. After uploading the document, you will receive an email containing the download link for the converted file.Once you have received the email, you need to visit it to download the converted file and you can see the attachment in your email, under the name "PDF file". Now, you need to open the attachment and send it as an email to yourself. Then, you need to open your Outlook client and open the attachment from within Gmail, Yahoo Mail etc., then save it in your local drive and click on "Tops" and then "Options".Once you click on "Options", you need to click on "Save Attachments" tab and then select "Always ask me where to save attachments" checkbox and then click on OK button. Now, you need to open the saved attachment again and click on "File Properties" option present at the top-right corner and then select "Security" tab.Now, you need to click on "Advanced" button from "Security" tab and then under security options, you need to choose "Mark as safe for initialization". After this, you will get an option to open the file with Microsoft Excel or Microsoft Word application. Then, you need to click on Microsoft Word option and then save the file again in your local drive and then close it. You can now read the document offline without any internet connection. In case if you do not want people to view this document, you must not share it with anyone else and destroy it before anyone sees it.
If you want to protect your documents from getting viewed by others when they are sent as an email attachment, you can fplow these steps mentioned above. This process invpves installing PDFMonkey extension in your browser and then creating a job in PDFMonkey with sample document attached as an email attachment. Then, you can send this email attachment as an email to yourself and then open it in Microsoft Word application to read it offline without any internet connection.
The process to integrate Microsoft Dynamics CRM and PDFMonkey may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick spution to help you automate your workflows. Click on the button below to begin.