Schedule Export of SSRS/Word Templates & Auto-Send Emails in Dynamics 365 CRM with Click2Export new release!

By | July 6, 2019

Click2xport has already turned the burdensome work of exporting reports/word templates into an effortless task for Dynamics 365 CRM users. In our last release we focused on the following features – Auto Send email with exported report, Export CRM reports in CSV & TIFF format, Export & Upload CRM reports to SharePoint and Support of Word Templates. Now with the combined effort of our team, we are happy to introduce our latest release which will take Click2Export one step ahead of other productivity add-ons. This new features will further enhance the Dynamics 365 CRM user productivity.

Let’s have detailed look into the latest features of Click2Export.

  • Schedule Reports – SSRS & Word Templates
  • Support for Manager Option in Email Recipient

Schedule Reports – SSRS/Word Template scheduling for On-Premise and online

This new feature will enable the user to set a schedule and automate the process of exporting SSRS/Word templates at specified intervals. This exported report/word template will be auto-send as email attachments to the required recipients.

Schedule Export of SSRS Word Templates & Auto-Send Emails in Dynamics 365 CRM

Furthermore, user can schedule to export reports/word template on Daily, Weekly and Monthly basis.

Let’s have a brief look into each Occurrence Pattern.

Daily Occurrence Pattern

In this pattern the user can schedule to export reports/word templates on a daily basis. The user has to set Start Time, End by time and define number of days required to repeat the process.

For example: Every X day(s) – 2

Here, from Start Time every 2 days the process will be repeated.

Schedule Export of SSRS Word Templates & Auto-Send Emails in Dynamics 365 CRM

Weekly Occurrence Pattern

In this pattern the user can schedule to export reports/word templates on weekly basis. Here as usual the user has to set Start Time, End by time and define number of weeks. In addition to this, the user can select a particular day(s) from the week on which the process will be repeated.

For example: Recur every X week(s) – 2, Select Tuesday & Friday

Here, from Start Time every 2 weeks on Tuesday and Friday the process will be carried out.

Schedule Export of SSRS Word Templates & Auto-Send Emails in Dynamics 365 CRM

Monthly Occurrence Pattern

In this pattern, the user can schedule to export reports/word templates on monthly basis. As before the user has to set Start Time, End by time and define number of months. Apart from this, the user has to specify the day on which the process will be repeated.

For example: Day – 4, Of every X month(s) – 2

Here, from Start Time every 2 months on 4th day the process will be repeated.

Schedule Export of SSRS Word Templates & Auto-Send Emails in Dynamics 365 CRM

Once the occurrence pattern is set the process of exporting reports/word templates will initiate and continue in the backend. This will further improves productivity and efficiency of Dynamics 365 CRM users.

Support for Manager Option in Email

Initially, the email recipient options included Me, Users, Queue, Team and Dynamic. Now with the latest release Manager Option is also supported and made available to Dynamics 365 CRM users. While configuring email the user can now select manager option and as a result, keep them in communication loop. This will effectively reduce miscommunication and smoothen the decision making process.

Schedule Export of SSRS Word Templates & Auto-Send Emails in Dynamics 365 CRM

Click2Export has once again established itself as a user friendly solution which strives to ease the burden and smoothen the processes for Dynamics 365 CRM users.

To explore these latest additions, download Click2Export from our Website or Microsoft AppSource.

For any queries, please send us a mail at crm@inogic.com.

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