Saminogic1131
Uploaded on May 8, 2023
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. Recent Updates With 1 Click now export SSRS/Word/Excel Templates and CRM Views data Now with ‘Schedule Reports’.
Export & Attach Dynamics 365 Reports/Document Templates to Email - Click2Export
Automate and Schedule or
Click to Export Report/
Document Templates in
Dynamics 365 CRM
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Key Features
Supported File Supported Actions Schedule Export
Formats Download the file, Schedule reports to be exported
Email the report to predefined and email at the scheduled time
audience, Embed and send to pre-defined audience
PDF, Excel, Word, CSV and exported CRM Views data in
TIFF. email body, Attach as note &
Upload to SharePoint.
Supported Report Automate through Configurable
Types Workflow Templates
Fetch based SSRS Reports, Word, Automate the exporting Create multiple templates for a
Excel and Email Templates (CRM Dynamics 365 CRM Reports and single report with different filter
Views Data) for any OOB or Document Templates using options and parameter values
custom entities Click2Export Workflow assembly supplied. Queries can also be
edited.
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Available For
SUPPORTED VERSIONS DEPLOYMENTS
• Dynamics 365 CRM 8.2 & • On-Premises
above • Dynamics 365 Online
• Dataverse (Power Apps)
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Easy Interface with Export Options
Multiple actions
supported
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Email File
EMAIIL BODY IIS PRE--
POPULATED USIING THE
EMAIIL TEMPLATE
Attached To an Email/Auto PROVIIDED AND SAVED
Send Email AS
DRAFT
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Attach as Note & Download File
Attached as a Note to
Primary Record
Available for Download
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Save to SharePoint
Upload to SharePoint Uplload the exported
templlate on confifigured
SharePoiint siite iin the
requested fifille fformat..
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Automate Export through Workflows
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Schedule Reports
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Configure Reports
DEFAULT VALUES
FOR REPORT
PARAMETERS
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Configure Word Templates
Word Template is present
under settings in Document
Templates for required
Record Type.
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Configure Excel Templates
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Configure Email Templates (CRM Views Data)
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Exported CRM Views data in Email Template
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Click2Export Configuration
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Next
S• Lteaern pmorse about Click2Export today
• Get your free Click2Export trial now
from our website or
Microsoft AppSource!
• Email: [email protected]
www.inogic.co [email protected]
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