This is a part two of our Click2Export series. In Part 1 we have discussed about some important features of Click2Export. Today we will see some common FAQ’s about our solution.
Every business has the need of reporting. Click2Export provides you with a 1 click UI – Click, Create, Manage, Export your Dynamics CRM Reports in 1 click. In a one click UI, you can export any report and decide the actions that should take place after exporting it i.e. you can attach it as an email attachment or note in respective CRM record and much more.
1) Export your Dynamics CRM Report in just one Click: Export your Dynamics CRM Reports to any format you want – Word, Excel or PDF in just single click.
2) Easily attach report to Email or Note: With Click2Export you can easily attach report to Email or Note. Email body will be automatically pre-populated using the Email Template provided & saved as draft in a single click.
3) Export report for a single record or multiple records with one click: With Click2Export you can export reports as per your need. It supports single record as well as multiple records exports.
For your quick reference:
Product Page – http://inogic.com/Product/99/Add-Ons/Click2Export
Which file format can I export my reports to?
You can export reports to word, excel or pdf file formats.
Click2Export is available on a per user per month basis pricing. Special offers and volume discounting is available. Email us on email@example.com for more info.
Can I grab a Trial?
Ofcoz, opt in for our 15 days fully functional trial. Email us on firstname.lastname@example.org with your CRM version and deployment (on-prem or online) model.
Lets save more time, be more productive…more faster…more efficient with Click2Export.