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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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 1 reviews
byCarles Sala Marine onClick2Export

We are working with it from last year and it helps us to send documentation and emails. Is very useful and easy to use.


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