Technology has ushered in the digital transformation which has vastly improved the efficiency, productivity, and business processes of organizations. But even today, certain areas have become pain points for Microsoft Dynamics 365 CRM users and one of them is - exporting data manually from CRM.
It was found in a regular survey that employees spent roughly 25% of their time per week on exporting data manually from CRM.
Hard to believe? But it is fact that one cannot ignore.
And there is only one simple and effective solution for this and that is – Automation.
Want to know more?
So, let’s have a quick review of what you can do with Click2Export.
Just 1 Click to export data
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 the parameters, it just requires 1 Click to export data from Dynamics 365 CRM. Be it Reports, Word, Excel or Email (CRM Views) templates - All you need is just 1 Click!
And after exporting data, you can –
- Attach the exported files to an Email and send it to the required parties
- As an internal backup, attach the files as notes to respective Dynamics 365 CRM records
- Store the exported files on SharePoint, or
- Download them for offline consumption
Set a schedule to export data from CRM
With Click2Export, you can now set parameters to export reports 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 – the rest will be done by Click2Export.
Export data automatically from CRM
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.
Export data in bulk from CRM
Exporting data in bulk is quite time-consuming. But with Click2Export, you can export data in bulk which provides an edge if you have to export an enormous amount of data from CRM at once. It enables you to export multiple records in a single report and compile a huge scale of data with little effort.
Quite useful features, isn’t it? But this is just a brief overview of what Click2Export can do.
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For any requirements related to exporting data from Dynamics 365 CRM, just mail us at email@example.com.