Tag Archives: Save Dynamics 365 Report PDF

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 »

Webinar – 1 Click to export, schedule, email, attach as note or upload Dynamics 365 CRM reports/templates to SharePoint!

Webinar - Click2Export

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 »

Schedule Export of SSRS/Word Templates & Auto-Send Emails in Dynamics 365 CRM with Click2Export new release!

Schedule Export of SSRSWord Templates & Auto-Send Emails in Dynamics 365 CRM with Click2Export new release

Click2xport has already turned the burdensome work of exporting reports/word templates into an effortless task for Dynamics 365 CRM users. In our last release we focused on the following features – Auto Send email with exported report, Export CRM reports in CSV & TIFF format, Export & Upload CRM reports to SharePoint and Support of… Read More »

1 Click to Export Word Templates and Email or Attach as Note or Upload to SharePoint within Dynamics 365 CRM

1 Click to Export Word Templates and Email or Attach as Note or Upload to SharePoint within Dynamics 365 CRM

Dynamics 365 CRM is an extremely powerful system that caters to various functionalities of Sales, Service, Marketing, Finance and other domains. Dynamics 365 helps to create Reports and Word Templates which further strengthens its capability. Although it is a complex process to export these Reports/Word Templates, yet it empowers Dynamics 365 users with the ability… 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 »