Tag Archives: Download Dynamics CRM Online Report PDF

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 »

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 »

1 Click is all it takes to Export Dynamics CRM Reports

How many clicks does it take to export Dynamics CRM reports? Imagine you have a meeting tomorrow, and you want to present the reports from Microsoft Dynamics CRM. Getting reports from Dynamics CRM/365 is easy but exporting the report in the required format is where most users face difficulties! Due to the number of steps… Read More »