![]() Start your 15-day FREE trial today!or click here to Get Quote as per your requirements! Schedule Reports: Set schedule to export and email Reports/Word/Excel Templates and CRM Views data at regular intervals.Automate Exporting with Workflow: Automate the exporting process for Microsoft Dynamics 365 Reports/Word Templates with required action to be performed on the selected record using Workflow.Both Individual/Organizational report/word templates can be exported. Report Types: Reports designed using Fetch XML queries is supported.You can export the report as per each record, or in assembly. Bulk Export: Support for bulk exporting of reports for multiple records simultaneously.Configurable Templates: Easily configure the reports, filter criteria and parameters for exporting. ![]() Store as attachments: The exported report can be attached as a Note to respective Microsoft Dynamics 365 CRM record, uploaded to SharePoint or downloaded.Improves Productivity: The exported report or CRM Views data can be automatically attached to an email or embedded in email body respectively and sent to the required user with the help of Auto Send Email option.CRM Views can be directly embedded in an email. Word Templates can be exported to PDF or MS Word format and Excel Templates can be exported to Excel format. Multiple File Formats Supported: Dynamics 365 CRM Reports can be exported to PDF, MS Excel, MS Word, CSV, and TIFF format.To learn more about Click2Export visit our website, online docs, or video library.Ĭontact us on to get a complete demo from our technology experts. It supports Dynamics 365 CRM On-Premises and Online. It is available for Microsoft Dynamics 365 8.2 & above, Dataverse (Power Apps). Further, users can set schedule and automate the export of Report/Word/Excel Templates and CRM Views data at regular intervals. Word Templates can be exported in PDF or MS Word format and Excel Templates can be exported to Excel. Reports can be exported to Excel, Word, PDF, CSV or TIFF format. Export Microsoft Dynamics 365 Report/Word/Excel Templates or CRM Views data and attach as a note, upload to SharePoint, download for offline consumption or auto send Email with attached exported file(s) or embedded CRM View data in tabular format. ![]()
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