Tag Archives: Attach to Email Dynamics CRM Report Word

Export, Email or Attach to Note – One click solution for Dynamics 365 Reports

Microsoft Dynamics CRM/365 users often work with reports for analysis purpose. A standard operation implemented regarding reports is exporting them to send them to customers or attach it to the record for future reference. This can be a time-consuming manual process, and hence users look for ways to expedite this process. For instance, a CRM… Read More »