Tag Archives: Email Dynamics CRM Report

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 »

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 »

Export, Email or Attach to Note – One click solution for Dynamics 365 Reports

Microsoft Dynamics CRM users often work with reports for analysis purpose. A standard operation implemented regarding reports is exporting them to send them to customers or attach it to the record for future reference. This can be a time-consuming manual process, and hence users look for ways to expedite this process. For instance, a CRM… Read More »

1 Click is all it takes to Export Dynamics CRM Reports

How many clicks does it take to export Dynamics CRM reports? Imagine you have a meeting tomorrow, and you want to present the reports from Microsoft Dynamics CRM. Getting reports from Dynamics CRM/365 is easy but exporting the report in the required format is where most users face difficulties!   Due to the number of… Read More »