Tag Archives: Export Dynamics CRM Report to PDF

Exporting and Sharing Dynamics 365 Reports Made Easy!

Business reports are a primary mode of communication in an organization that adds immense value to the business processes. One of the primary reason why organizations choose Microsoft Dynamics 365 Customer Engagement is because of its reporting capabilities that enable users to analyze the enterprise data for actionable insights. Reports compiled from Dynamics CRM data… Read More »

Click2Export – Personalize the exported file name

Introduction: Most applications including MS Dynamics CRM supports reporting, and with the reporting tool in our case being SSRS it supports the options to either Print the report or save the report to a file format like PDF or MS Word or MS Excel. Depending on the kind of the report it may often be… Read More »

Word, Excel or PDF, Now Exporting Reports in Dynamics CRM takes just One Click!

This is a part two of our Click2Export series. In Part 1 we have discussed some important features of Click2Export. Today we will see some common FAQ’s about our solution. Why Click2Export: Every business has the need for reporting. Click2Export provides you with a single click UI – Click, Create, Manage, Export Dynamics CRM Reports in… 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 »