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

 

It is a easy to install add-on with user friendly User Interface. In a one click UI, you can export any report 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.

Features:
 
  • 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 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 combine report for all selected records is to be exported or one report per selected record

ENQUIRY



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