Effortlessly Export Dynamics CRM/365 Reports to PDF, Word or Excel!

By | April 14, 2017

Export and Email Dynamics CRM Reports to PDF, Word or Excel

Business reports compiled from Microsoft Dynamics 365 data can be a powerful tool for Organizations to evaluate performance and strategize short-term and long-term goals.

While reports can be remarkably 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 use of the employees time and hampers overall organizational productivity!

To improve productivity and ensure that users spend more time on tasks that add value to the business, it is important to have a solution that can be used to easily export Dynamics CRM reports in the most used file formats like PDF, MS Word or MS Excel.

Click2Export is a leading productivity solution for Microsoft Dynamics 365 Customer Engagement that allows users to quickly export and email Dynamics CRM reports. Click2Export is designed to quickly export MS Dynamics CRM reports in multiple file formats like PDF, Word or Excel.

Users can further save the exported reports or directly share it with colleagues by attaching it to an email or as a note to a record!

Not just this, Click2Export also allow users to;

  • Create multiple templates for a single report with different names
  • Customize Report Parameter Values even during run time ensuring that the exported report executes on those parameters
  • Export and attach both Individual or Organizational report
  • Export multiple reports simultaneously
  • Decide whether to export combined report for all the selected records or one report per selected record

With Click2Export, users can now export and email MS Dynamics CRM reports effortlessly to PDF, Word, and Excel format and focus on tasks that will lead their Organization to success!


QuickBooks Integration with Microsoft Dynamics CRM

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