Zap Objects Document Automation (a.k.a. Report Scheduler)
It’s great that Microsoft Dynamics added the out of the box capability to generate a PDF from a Dynamics Word Document Template. However, there are a few caveats around this functionality. PDF generation is limited to the following sales entities: Accounts, Contacts, Leads, Opportunities, Quotes, Orders, and Invoices. The 2020 Release Wave 2 will add custom entities to that list. In addition, the out of the box PDF generation allows users to create PDF files directly from Dynamics 365 records. There is no way to easily generate PDFs in a workflow against multiple records.
One of our clients has the requirement to send PDFs to customers from the Case entity record. Due to their need to process in bulk, a workflow is necessary to generate the PDFs and automatically email the PDF attachments. The out of the box Dynamics 365 PDF generation does not support this business scenario.
We came across Zap Objects Report Scheduler as a potential solution and downloaded a trial version. Having implemented the Zap Helpdesk – Email to Case product for another client, we knew we could depend on Zap Objects for excellent support.
We found that Zap Objects Report Scheduler was easy to configure and provided all of the functionality that our client needed to quickly execute their processes.