is a which provides easy user experience of exporting any of the Dynamics 365 CRM Reports/Document templates and CRM Views data in just one click. With Click2Export user can export the data in 5 different file formats - Excel, Word, PDF, CSV or TIFF. Moreover, one can schedule and export reports/Documents and CRM Views data at regular intervals. Further, users can send embedded CRM Views data via email, download the exported reports/document templates, upload it to SharePoint, attach as a note, or, auto send email with attachments to required recipients.
Some of the key features are:
1. Export Report/CRM Views/Word/Excel templates in a single click.
2. Export files in different formats viz PDF, MS WORD, MS EXCEL, TIFF, CSV.
3. Set a schedule to export reports at regular intervals.
4. Support for bulk exporting of reports for multiple records simultaneously.
5. Workflow Automation of the export process.
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Click2Export
Average rating:
1 reviews
Jun 13, 2022
byCarles Sala Marine onClick2Export
GREAT
We are working with it from last year and it helps us to send documentation and emails. Is very useful and easy to use.
Posted in | Comments Off on Click2Export - Export and Email Dynamics 365 CRM Rports
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