Tag Archives: Export Dynamics CRM Report

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 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 »

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 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 »