Dynamics CRM

Plumsail Documents is one of Dynamics 365 document generators. It supports Word, Excel, PowerPoint templates with multiple records, repeating tables, and more.

Zapier

Connect Microsoft Dynamics 365 CRM and Plumsail Documents

Connect Microsoft Dynamics 365 CRM and Plumsail Documents

Power Automate

Automatically convert PDF forms into Dynamics 365 leads

Automatically convert PDF forms into Dynamics 365 leads

Create custom PDF invoices from selected orders in Dynamics 365

Create custom PDF invoices from selected orders in Dynamics 365

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