Tag Archives: save dynamics 365 report excel

Export and Email your Dynamics 365 CRM/Power Apps Views Data in just 1 Click!

One of our 1 Click productivity apps for Dynamics 365 CRM/Power Apps – Click2Export – is your go-to app to export and email reports/word/excel templates with just a single click. A preferred app on Microsoft AppSource, Click2Export effectively saves your time and effort when it comes to exporting data from Dynamics 365 CRM/Power Apps. Be… Read More »

1 Click to Export and auto-send Dynamics 365 CRM Views in tabular form to target users with pre-defined Email Templates

Dynamics 365 comprises bulk of data that needs to be managed carefully for a quick overview of organizational statistical structure. For this, Reports are maintained in CRM that can be exported for offline consumption to move around in organization for seamless analysis and decision making. This data can be maintained in Reports and Excel/Word Templates.… Read More »

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 »

Exporting and Sharing Dynamics 365 Reports Made Easy!

Business reports are a primary mode of communication in an organization that adds immense value to the business processes. One of the primary reason why organizations choose Microsoft Dynamics 365 Customer Engagement is because of its reporting capabilities that enable users to analyze the enterprise data for actionable insights. Reports compiled from Dynamics CRM data… Read More »