Let’s face it – Exporting data from Dynamics 365 CRM is exhausting and time-consuming. And if you have to do it on daily basis then till will inevitably affect the productivity of your work. The more time you spent on mundane daily tasks the less productive you become.
So, what can be done to do away with these daily mundane tasks which affect your productivity?
Well, there is only one solution – Automation!
And this can be achieved with the help of our 1 Click productivity app –
Intrigued? Want to know more?
Then let’s take a brief tour of what Click2Export can do when it comes to exporting data from Dynamics 365 CRM!
1 Click Expert
Organizations often require reports in different forms or templates depending upon the information extracted from Dynamics 365 CRM. With Click2Export you can create multiple templates with different filter options and parameter values for the report. Once you have configured reports and set parameters – with just 1 Click you can export data from Dynamics 365 CRM. It can either be Reports, Word, Excel or Email (CRM Views) templates - All you need is just 1 Click!
Holidays ahead…then Schedule your Exports
With Click2Export, you can now set parameters to export report for a particular entity at scheduled intervals. The exported report will be then auto-sent through email as an attachment to all the interested parties on a daily, weekly or monthly basis. Just schedule and forget – rest will be done by Click2Export.
Swamped with work…. Automate your Exports
With automation being the in-thing, you can now automate the process of exporting Dynamics 365 CRM report or document templates using workflow. You can set the workflow which will be triggered when a certain action is performed on the record like updating records or changing the status of the record. And once it is triggered, the data will be automatically exported and mailed to the interested parties. This will save you a whole lot of time and effort.
Too much data…...Export it in Bulk
Click2Export supports bulk exporting of reports for multiple records simultaneously which gives you an edge if you have export enormous amount of data from CRM. It provides a smart and easy solution to export multiple records in a single report and compile huge data effortlessly.
After Export Services
In simple terms, after exporting data from Dynamics 365 CRM, Click2Export gives you the following options to store and manage your data:
- Attach the exported files to an Email and send it to required parties
- As an internal back-up, attach the files as notes to respective Dynamics 365 CRM records
- Store the exported files on SharePoint, or
- Download them for offline consumption
It is said that you cannot simply judge a book by its cover - so, take this opportunity to explore these amazing features of Click2Export from our
And let us know how beneficial did you find Click2Export while using it to tackle your export woes. Just drop a mail at [email protected]
Until then – Stay Safe, Healthy & Woe-Free!