Tag Archives: Email Dynamics CRM Report

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

Business reports compiled from Dynamics CRM data can be a powerful tool for Organizations to evaluate performance and strategize short-term and long-term goals. While reports are very 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 the best… 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 reports from Microsoft Dynamics 365. It’s not difficult to get reports from Dynamics CRM/365. The difficulty faced by most of the users is in exporting the report in the required format. The user… Read More »