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Click2Export – Export & Attach Dynamics 365 Reports

Click2Export is a productivity app which provides easy user experience of exporting any of the Dynamics CRM Reports/Word/Excel 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/word/excel and CRM Views data at regular intervals. Further, users can send embedded CRM Views data via email, download the exported reports/word/excel templates, upload it to SharePoint, attach as a note, or, auto send email with attachments to required recipients.

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Click2Export – Export & Attach Dynamics 365 Reports

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  1. Automate and Schedule or Click to Export Report/CRM Views/Word/Excel Templates (CRM Views Data) in a single click crm@inogic.com

  2. Key Features • Supported File Formats • PDF, Excel, Word, CSV and TIFF. Supported Actions Download the file, Email the report to predefined audience, Embed and send exported CRM Views data in email body, Attach as note & Upload to SharePoint. Schedule Export Schedule reports to be exported and email at the scheduled time to pre-defined audience Supported Report Types Fetch based SSRS Reports, Word, Excel and Email Templates (CRM Views Data) for any OOB or custom entities Automate through Workflow Automate the exporting Dynamics 365 CRM Reports and Document Templates using Click2Export Workflow assembly Configurable Templates Create multiple templates for a single report with different filter options and parameter values supplied. Queries can also be edited. crm@inogic.com

  3. Available For • SUPPORTED VERSIONS • Dynamics 365 CRM 8.2 & above • Dataverse (Power Apps) • DEPLOYMENTS • On-Premises • Dynamics 365 Online crm@inogic.com

  4. Easy Interface with Export Options Multiple actions supported crm@inogic.com

  5. Email File EMAIL BODY IS PRE-POPULATED USING THE EMAIL TEMPLATE PROVIDED AND SAVED AS DRAFT Attached To an Email/Auto Send Email crm@inogic.com

  6. Attach as Note & Download File Attached as a Note to Primary Record Available for Download crm@inogic.com

  7. Save to SharePoint Upload the exported template on configured SharePoint site in the requested file format. Upload to SharePoint crm@inogic.com

  8. Automate Export through Workflows www.ingic.com crm@inogic.com crm@inogic.com

  9. Schedule Reports crm@inogic.com

  10. Configure Reports DEFAULT VALUES FOR REPORT PARAMETERS crm@inogic.com

  11. Configure Word Templates Word Template is present under settings in Document Templates for required Record Type. crm@inogic.com

  12. Configure Excel Templates crm@inogic.com

  13. Configure Email Templates (CRM Views Data) crm@inogic.com

  14. Exported CRM Views data in Email Template crm@inogic.com

  15. Click2Export Configuration crm@inogic.com

  16. Next Steps • Learn more about Click2Export today • Get your free Click2Exporttrialnow from our website or Microsoft AppSource! • Email: crm@inogic.com www.inogic.com crm@inogic.com crm@inogic.com

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