Click2Export is an add-on that helps you to export Dynamics CRM report to PDF or Excel or Word file format with a single click and attach it to an email or note or just download it without many efforts. 


It is an easy to install add-on with user-friendly User Interface. In a one-click UI, you can export all Dynamics CRM report in PDF or Excel or Word file format and decide the actions that should take place after exporting it.


Available for:

  • Dynamics CRM: 2013 and above

  • Deployment: On-Premise, Online, and Partner-Hosted.

  • The Dynamics CRM report can be exported to PDF or Excel or Word file format
  • It can be attached as email attachment to send out that email or Note attachment in respective Dynamics CRM/365 record or both or you can also just download that exported report file
  • Multiple templates can be created for a single report with different names
  • Report parameter values are customizable, even during run time so the exported report executes on those parameters
  • Individual or organizational report, both can be exported and attached in a single click
  • Multiple reports can be converted into templates simultaneously
  • Reports can be exported for multiple records simultaneously
  • Ability to decide if combined report for all selected records is to be exported or one report per selected record


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