HCL Dynamics - PDF Generator


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Save and Download PDF templates from word templates

Dynamics - PDF Generator allows to view PDF document for the CRM configured word templates and provides an option to download or save to notes. CRM provides out-of-box word template feature and this tool is add on to allow the existing word templates to be generated as a PDF template.


  • Configure the PDF Generator for the entities having document templates.
  • Provides an option to configure multiple templates of same entity
  • Remove the PDF generator feature for a specific entity and template at any certain point.
  • Provides an option to view PDF template and either Save to Notes or Download.
  • Logs all the transaction to view the configuration changes.

At a glance