Sending PDF reports from Microsoft Dynamics CRM

From time to time companies using Microsoft Dynamics CRM need to send out a PDF with the same layout as in a SRS Report or a document mail merge template.
A challange for the consult could be: What purpose does the PDF serve?
If it is a matter of reporting, why not use PowerBI, a dynamic spread sheet or simply let the potential recipients of the PDF gain access to CRM with a speck dashboard containing the relevant data?
It takes some guts to challenge the business users and system owners to think lateral. My opinion is, that looking at data directly from CRM in CRM involves the user the most, due to the human nature of being curious. Looking at data directly in CRM gives the user the ability to dive in to the data and discover patterns, trends and accuracy.

Well, if the company insists on having a report send in PDF format to a target group, there are different ways of doing this. Some of them are listed here:

1. Develop a script for a button and a plugin, to wrap the SRS report up as a PDF file and send it to some recipients from a list of contacts or users. This approach requires developer skills.
2. Use a third party tool like MSCRM Add-Ons (not as neat in charting, hence it is based on word mail merge and designed in MS Word) or one of these ISV solutions: https://pinpoint.microsoft.com/en-jo/Applications/12884949612 http://www.dynamicsobjects.com/Products/DynamicsPDF.aspx
3. Have the report send as is from the RSR scheduling service. Is only working in an on-prem environment.

Again - In respect for you self and the company you are serving, you should ask the W questions before developing your rarely simple script and plugin.

Happy consulting!