Tag Archives: Export Dynamics CRM Report

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 »

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, i.e. Schedule Export of SSRS/Word Templates & Auto-Send Emails in Dynamics 365 CRM with Click2Export you have seen some major updates which make Click2Export a must-have app for your Dynamics 365 CRM. You already… 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 Dynamics 365 CRM report to be exported and downloaded… Read More »

Click2Export is Now Available on Microsoft AppSource

Microsoft AppSource is the single destination for business users to find and try line-of-business SaaS apps. Apps available on AppSource work with Dynamics 365, Power BI, Cortana Intelligence and Office 365. Productivity add-ons from Inogic for Dynamics 365 are already available on AppSource. Today we are pleased to share that we are adding yet another… Read More »

Effortlessly Export Dynamics CRM/365 Reports to PDF, Word or Excel!

Business reports compiled from Microsoft Dynamics 365 data can be a powerful tool for Organizations to evaluate performance and strategize short-term and long-term goals. While reports can be remarkably useful for the organization, employees often spend a considerable amount of time preparing these reports. This is a concern for many organization as it is not… Read More »

Word, Excel or PDF, Now Exporting Reports in Dynamics CRM takes just One Click!

This is a part two of our Click2Export series. In Part 1 we have discussed some important features of Click2Export. Today we will see some common FAQ’s about our solution. Why Click2Export: Every business has the need for reporting. Click2Export provides you with a single click UI – Click, Create, Manage, Export Dynamics CRM Reports in… 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 »