Tag Archives: Attach to Email Dynamics CRM Report

Super Power to Export Dynamics 365 CRM Reports and Attach to an Email or as Note in just 1 Click

It’s almost like having a superpower when you use our  Click2Export to export and download your Dynamics 365 CRM reports. Let’s see how! We export multiple reports for meetings or presentations. When this happens, we usually end up investing our valuable time in exporting and converting Dynamics CRM reports. Consequently, the productivity of the business… Read More »

Save Time by attaching Dynamics 365 Quote to an Email in a Single Click!

What do you do when you get an urgent email from one of your clients you have been following up since last few weeks, and the client wants you to email a quote urgently? You hurriedly browse through Dynamics 365 to export the quote that you need in PDF format and realize that the process… Read More »

Click2Export is Now Available on Microsoft AppSource

Microsoft AppSource is the single destination for business users to find and try line-of-business SaaS apps. Apps available on AppSource work with Dynamics 365, Power BI, Cortana Intelligence and Office 365. Productivity add-ons from Inogic for Dynamics 365 are already available on AppSource. Today we are pleased to share that we are adding yet another… Read More »

Effortlessly Export Dynamics CRM/365 Reports to PDF, Word or Excel!

Business reports compiled from Microsoft Dynamics 365 data can be a powerful tool for Organizations to evaluate performance and strategize short-term and long-term goals. While reports can be remarkably useful for the organization, employees often spend a considerable amount of time preparing these reports. This is a concern for many organization as it is not… Read More »