Category Archives: Click2Export

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 »

Auto send Dynamics 365 reports as an email attachment or upload to Share Point – Watch out for new Click2Export!

We always wish we could expedite the process of exporting reports out of Dynamics 365 and reduce the number of clicks required to get an email out with the report automatically attached. Click2Export upcoming new release fills in this gap and you can now configure any report of Dynamics CRM to be exported out to… Read More »

Super Power to Export Dynamics 365 CRM Reports and Attach to an Email or as Note in just 1 Click

Well, using our Click2Export for exporting and dowloading your Dynamics 365 CRM reports is almost like a super power, let’s see how!! Usually, we experience the situation where we need to export multiple reports in shorter time span for meetings or presentations. In that case, we most of the time end up investing our valuable… Read More »

Inogic Dynamics 365 CRM Apps now compatible with v9.0 – Have you checked them lately?

We have been exploring the cool new Dynamics 365 v9.0 quite a lot in the recent times. And quite often this question has been asked so a blog would be the perfect place to announce that yes your favorite Inogic Dynamics CRM apps are now compatible with the new Dynamics 365 CRM v9.0. Have you… Read More »

Innovation in Dynamics 365 Customer Engagement starts with you at Inogic

Yes. Innovation starts with you at Inogic. It’s our Partners, Customers, and Community which keeps us motivated in our vision to bring new innovative solutions and innovation in our solutions as per your business needs, your own future vision. “You just read my mind” these are some of the golden words which drives this innovation.… Read More »

Save Time by attaching Dynamics 365 Quote to an Email in a Single Click!

What do you do when you get an urgent email from one of your clients you have been following up since last few weeks, and the client wants you to email a quote urgently? You hurriedly browse through Dynamics 365 to export the quote that you need in PDF format and realize that the process… Read More »