Category Archives: Click2Export

1 Click to Export and auto-send Dynamics 365 CRM Views in tabular form to target users with pre-defined Email Templates

Dynamics 365 comprises bulk of data that needs to be managed carefully for a quick overview of organizational statistical structure. For this, Reports are maintained in CRM that can be exported for offline consumption to move around in organization for seamless analysis and decision making. This data can be maintained in Reports and Excel/Word Templates.… Read More »

Webinar – 1 Click to export, schedule, email, attach as note or upload Dynamics 365 CRM reports/templates to SharePoint!

Yes, you read it right! Join us for Live Webinar to know how our 1-Click Productivity App – Click2Export, the Microsoft Preferred App on AppSource makes exporting Report, Word and Excel Templates impeccable. Click2EXport is a 1-click productivity app for Microsoft Dynamics 365 CRM which allows users to export Dynamics 365 CRM Report, Word or… Read More »

Microsoft Preferred Dynamics 365 CRM Apps to explore at User Group Summit Booth 1331

September is over and we are now almost counting days or maybe hours for the User Group Summit starting October 15, it’s already a 2x exciting feeling to be at Summit booth 1331 this year. Developing innovative productivity apps, creating out of the box solutions, providing distinguished low-cost development services is what we do best.… Read More »

1 Click to Export them All – Report, Word and Excel Templates in Dynamics 365 CRM!

Thank You – Your favorite 1 Click Solution, Click2Export is now a Preferred Solution on Microsoft AppSource. In our last blog, you have seen some major updates which make Click2Export a must have app for your Dynamics 365 CRM. You already know how to export Dynamics 365 Report and Word Templates, today let’s take this… Read More »

Install Apps from AppSource where tenant is split into Multiple Geo

Microsoft AppSource is a one-stop marketplace for various Dynamics 365 Business application needs. AppSource could be called as App Store, but for Dynamics 365 Business Applications. Recently, we came across a scenario, where a client was trying to install one of our products, but he couldn’t see his production environment in the instance picker. After… Read More »

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

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… Read More »

1 Click to Export Word Templates and Email or Attach as Note or Upload to SharePoint within Dynamics 365 CRM

Dynamics 365 CRM is an extremely powerful system that caters to various functionalities of Sales, Service, Marketing, Finance and other domains. Dynamics 365 helps to create Reports and Word Templates which further strengthens its capability. Although it is a complex process to export these Reports/Word Templates, yet it empowers Dynamics 365 users with the ability… Read More »

5 ways Click2Export makes the task of exporting your Report or Word templates easier within Dynamics 365 CRM

Dynamics CRM reports are detailed informative list of records. Reports may contain information such as accounting information of an organization, customer details, revenue generated during a period, etc. These reports can be converted into report templates in order to keep a common format and update the data from time to time. Similarly, we can create… Read More »

Automate Dynamics 365 CRM Word Templates – Export to Word or PDF with new Workflow feature

Our latest release of Click2Export with newly added features has been getting some great feedback from our Partners and Users. Once such feature which all users have been primarily excited was the exporting your CRM Word Templates in 1 click using the new Workflow feature. This amazing feature helps CRM users to export word template… Read More »

Click2Export New Release – Experience an Innovative way to export your Dynamics 365 CRM Reports!

Innovation starts with your Team, Partner, Customer and the end Users. Well, with a combined effort of all these, we are glad to bring up another new set of strong and innovative features in our Click2Export – Your favorite Dynamics 365 CRM App to export Dynamics CRM reports in a click. In our last blog,… Read More »