ISV Add-On Product Information

Click2Export - Export and Email Dynamics 365 CRM Rports

Export & email Dynamics 365 Report

Product Verticals: All Industries
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Click2Export is a Microsoft AppSource Preferred productivity app 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:  
 6 reviews
byRolf van Rijn onClick2Export
Click2Export Excellent Support

We have used Click2Export for years, it works as intended and their support is excellent.

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.








byEric Périgny onClick2Export
Great app

We use it mainly to build custom agreements with all the necessary info in it (were doing it manually before) and automatically attach it to an email template. Everything is done automatically with a click of the mouse so it's a real time saver for us. The feature is highly configurable. A new feature was recently added and we can now schedule reports to be sent by email which is also a time saver as we don't have to wait for the reports to be generated on Monday mornings and the reports are available to see even when offline. Works great for us!

byRalf Meyer onClick2Export
GREAT SOLUTION







Works like a charm!








byNick Reilly onClick2Export
Great solution for report automation

The Click2Export solution has changed the way we provide MI reports to our customers & saves our teams a significant amount of time by removing the manual work involved with creating and sending reports. The support provided by Inogic is also excellent, always very quick to respond and efficient with their assistance. Highly recommend this product!

byTim Miller onClick2Export
Reliable package with a great developer

I use this in a few places throughout my environment. I actually don't interact with the tools directly very much because Inogic has integrated the solution more directly such that it is engaged automatically. The package has never failed to deliver. We are using it in multiple areas to automatically generate a document into a PDF and either send an email automatically or bring the email up on screen for the user to complete. Inogic is a great developer to work with. We conduct most of our communication with them via email. The communication is clear and organized, and therefore efficient. Ultimately, the work is always accurate and thorough. Because of their time difference to us (US / India), we often are able to email them during our day and come in the next to find the work complete.

 

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