Export, Email or Attach to Note – One click solution for Dynamics 365 Reports

By | December 22, 2016

Microsoft Dynamics CRM/365 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 user wants to send Quote to the customer via Email. Or suppose a user wants to save this report in a non-editable format like PDF. In such situations, users can opt to use productivity add-on like Click2Export, which helps to export Dynamics CRM/365 report and attach to email in PDF, Word, or Excel file format. Not just this, Click2Export will help you to speed up the process of exporting MS Dynamics CRM reports and other related tasks like downloading the Dynamics CRM online reports, attaching them to an email or a note, all in a single click!

Email Dynamics CRM Report Word

Let us see how Click2Export can speed up the process of exporting MS Dynamics CRM reports;

1. Export Reports for Single or Multiple Records:

Click2Export has a useful functionality that lets you export reports for single or multiple MS Dynamics CRM records. This means you can export report for selected single or multiple records at once. It also allows you to generate one report per record or create single report file for multiple records depending on the report format.

2. Download & Save or Attach to Email/Note:

You can perform various operations while exporting Dynamics CRM report. You can select Action and download Dynamics 365 CRM report as PDF, Excel, or Word or you can attach this exported report to an email or note. Email is automatically populated as per the Email Template selected, and the file is attached.

3. Export to Multiple File Formats:

Click2Export supports exporting and downloading the reports in multiple file formats such as PDF, MS Word, and MS Excel. This enables you to access and manage report’s data in your desired file format.

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We would like to take a moment to introduce our new product Alerts4Dynamics to you. Alerts4Dynamics lets you schedule and manage alerts in Dynamics 365 CRM to notify users about the updates in CRM, due invoices, reminder to send quotes, etc. You can define target audience and send them priority based alerts via pop-ups, form notifications and emails. You can also view the log of read/dismissed alerts by users and also create alerts for multiple records by defining rules.