Tag Archives: Report Scheduler Dynamics 365

A New Way to Schedule Resources and Use Schedule Board

Introduction  We all know how quick and efficient it is to schedule work to a resource using the Schedule Board. Now, with the growth of usage and popularity of PCF components, Microsoft has added one more PCF component into their arsenal for managing work items to resources. The new Schedule Board PCF component can be… 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 »

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 »