I have requirement like, User will click on button on the crm record, then system should be able to generate pdf document along with related entities data?
MSCRM uses Microsoft reports for its reporting.
You can export such reports to pdf, it's a bit of a nuisance for the user though, unless you do some work. https://community.dynamics.com/crm/b/iotapcrminsights/archive/2015/05/04...
But the "standard" Microsoft reports approach would be the thing I would use by preference.
If those reports are not the right format for you then I would consider whether formatting a report to look exactly like the screen really adds much value.
You can spend a lot of time on formatting reports and users often don't really care.
Sub grids are rather a complication because you (obviously) can't click a button to open up a new tab on a report and you can only fit so much.
I would caution against trying to put too much in a single report.
MSCRM uses Microsoft reports for its reporting.
You can export such reports to pdf, it's a bit of a nuisance for the user though, unless you do some work.
https://community.dynamics.com/crm/b/iotapcrminsights/archive/2015/05/04...
But the "standard" Microsoft reports approach would be the thing I would use by preference.
If those reports are not the right format for you then I would consider whether formatting a report to look exactly like the screen really adds much value.
You can spend a lot of time on formatting reports and users often don't really care.
Sub grids are rather a complication because you (obviously) can't click a button to open up a new tab on a report and you can only fit so much.
I would caution against trying to put too much in a single report.