Do you find it exhausting to export data from Dynamics 365 CRM/Power Apps? Looking for a smart way to export CRM data quickly and easily?
With this 1 Click productivity app, you can export and email and/or schedule Dynamics 365 Reports /Document templates in five different file formats - PDF, Word, Excel, CSV and TIFF. In addition to sending these out in an email, you also have the option to store these converted files as note attachments, have it uploaded to SharePoint or download it for offline consumption. You can also include this as part of your automation workflows.
But that’s not all!
Now with its latest feature, you can also export Email Templates or CRM Views data from Dynamics 365 CRM/Power Apps with a single click.
Quite interesting, isn’t it?
So, let’s find out more about this latest feature of Click2Export.
Export of Email Template (CRM Views)
With this feature, you can embed the data of records of any selected view in tables within the email body and send it to respective recipients. Here, the Email template pertains to a particular ‘VIEW’ in Dynamics 365 CRM i.e. All Accounts, My Active Accounts, etc. You will be also able to use the personal views as it does not adhere to a record or set of records.
Moreover, you can also design how the ‘CRM Views Data’ should look in the email while configuring the Email template. Either you can select any of the 4 basic themes – Default, Green, Orange & Simple Black– or you can design a custom theme as per your need.
Click2Export button will become visible on the home grid once you configure the Email template without a selection of any records.
And once you click on ‘Click2Export’ button, you will get a pop-up with only one action ‘Embed to a new Email’. This action will enable you to create a new mail with data of selected ‘view’ embedded in tabular format in the email body. Not only this, you can also choose the template for the Email body from the already existing formats in the CRM. After selecting the template, you have to choose the recipients of the email and click on OK.
The selected ‘CRM Views’ data will be successfully exported in tabular format and mailed to the respective recipients without any hassle.
Isn’t this the smartest way to export Dynamics 365 CRM/Power Apps data?
Just one click and your CRM data is exported in a jiffy.
You will see how much time and effort you can save with this cool productivity app.
If not, then feel free to share your feedback at [email protected]
We will be waiting!