1 Click to Clone & 1 Click to Export Dynamics 365 CRM records – Its possible, register for our Live Webinar to see how!

By | June 21, 2019

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We keep coming back with exciting webinars for you as we keenly look forward to these sessions where we can engage with you for an enriching experience. 1-Click apps are our forte and we receive quite a number of requests for their demo. Therefore, this webinar is all about these 1-Click apps which help you work blazingly fast in Dynamics 365 CRM. This is a power-packed session in which we will give you demo of our Two 1-Click apps – Click2Export and Click2Clone – together. Yes, see how you can export your Dynamics 365 Reports/Word Templates and Clone Records in multiple ways in just 1-Click with these apps.

Wed, 26 June 2019, 10 AM GMT | 1 PM EDT

We will be covering these 1 Click features in this webinar:

Click2Export

Click2Export is a productivity tool for Dynamics 365 CRM that allows users to quickly export Dynamics CRM reports/word templates in 1-Click. Reports can be exported to PDF, Word, Excel, CSV or TIFF format and Word Templates can be exported in MS Word and PDF format. Here is what you can do with exported reports/word templates using Click2Export in just 1-Click:

  • Download them.
  • Attach to a note.
  • Attach to an email.
  • Auto-send an email with exported Reports/Word Templates as attachment.
  • Upload to SharePoint.
  • Automate the process of exporting Word Templates.

Click2Clone

Click2Clone is a productivity app for Dynamics 365 which clones/copies Dynamics 365 CRM along with related records in just 1-Click. Here is how Click2Clone expedites the process of cloning in just 1-Click:

  • Deep clone records.
  • One Entity to another Entity along with relationships.
  • Copy only related records from another record.
  • Set Prefix/Suffix in cloned records.
  • Bulk cloning of records.
  • Automate the process of cloning.

These were the prominent features of these products. So, if you want to get a hands-on of these solutions, you can download them from our website. Here are the links for – Click2Export and Click2Clone. You can explore the solutions with the help of collaterals before you get a live demo. Our team will be there to answer any queries you might have.

Come with your questions and let’s make the most out of this session.

Register now.. if clicks do matter!!

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