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CRM Partners Pty Ltd

As part of its normal operations, a business may receive information from a third party in a PDF format. In order to extract specific information from the PDF document and record the information into Microsoft Dynamics CRM, staff will need to manually transfer the information into the relevant CRM record. This process is labour intensive and prone to transcription errors.

“PDF to CRM” is a desktop application for use with Microsoft Dynamics CRM to process PDF documents. “PDF to CRM” extracts text from PDF documents and maps the extracted values into target fields on a newly created CRM record. The application reduces time spent on data-entry to a minimum by eliminating labour intensive task of transferring specific information from PDF to Microsoft Dynamics CRM. Transcription errors are minimised by automatic handling of information transfer.
Simply drag and drop one/multiple PDF's into this application and a record gets created in Microsoft Dynamics CRM for each PDF document.

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Reviewed by:clairevandreumel Reviewed on:13/05/2014

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