{"id":1875,"date":"2015-10-23T16:27:41","date_gmt":"2015-10-23T10:57:41","guid":{"rendered":"https:\/\/www.inogic.com\/blog\/?p=1875"},"modified":"2025-05-05T15:12:44","modified_gmt":"2025-05-05T09:42:44","slug":"word-excel-or-pdf-now-exporting-in-dynamics-crm-is-1-click","status":"publish","type":"post","link":"https:\/\/www.inogic.com\/blog\/2015\/10\/word-excel-or-pdf-now-exporting-in-dynamics-crm-is-1-click\/","title":{"rendered":"Word, Excel or PDF, Now Exporting Reports in Dynamics CRM takes just One Click!"},"content":{"rendered":"

This is a part two of our Click2Export series. In Part 1<\/a> we have discussed some important features of Click2Export. Today we will see some common FAQ\u2019s about our solution.<\/p>\n

Why <\/strong>Click2Export<\/strong>:<\/strong><\/h4>\n

Every business has the need for reporting. Click2Export provides you with\u00a0a single click UI \u2013 Click, Create, Manage, Export Dynamics CRM Reports<\/a> in a single\u00a0click!<\/p>\n

In a one-click UI, you can export any MS Dynamics CRM reports and\u00a0go a step further after exporting i.e. attach it to an email or note or just download it for later use in respective Dynamics 365 record and much more.\"Dynamics<\/a><\/p>\n

\n

Inogic Dynamics CRM Solutions – Change the pace of your Business Decisions<\/a><\/strong><\/em><\/h4>\n<\/blockquote>\n

1. Export your Dynamics CRM Report in just one Click:<\/strong><\/h4>\n

Export your Dynamics 365 CRM Reports to Word, Excel or PDF in just a single click.<\/p>\n

2. Easily attach the report to Email or Note:<\/strong><\/h4>\n

With Click2Export you can easily attach the report to an Email or Note or just download it without many efforts. Email body will be automatically pre-populated using the Email Template provided & saved as a draft in a single click.<\/p>\n

3. Export report for a single record or multiple records with one click:<\/strong><\/h4>\n

With Click2Export you can export Dynamics CRM reports as per your need.\u00a0 It allows\u00a0exporting a single report as well as multiple reports in Dynamics CRM.<\/p>\n

For your quick reference:<\/strong>
\n<\/strong><\/h4>\n

Product Page<\/a><\/p>\n

White Paper<\/a><\/p>\n

AppSource<\/p>\n

4. Which file format can I export my reports to?<\/strong><\/h4>\n

You can export your Dynamics 365 CRM reports to Word, Excel or PDF file formats.<\/p>\n

5. What versions of Dynamics CRM does it support?<\/strong><\/h4>\n

Click2Export supports all Dynamics CRM deployment models namely on-premise, on-line and partner-hosted. It supports Dynamics CRM 2011 and above.<\/p>\n

6. Pricing?<\/strong><\/h4>\n

Click2Export is available on a per user per month basis pricing. Special offers and volume discounting is available. Email us on\u00a0crm@inogic.com<\/strong><\/em>\u00a0for more info.<\/p>\n

7. Can I grab a Trial?<\/strong><\/h4>\n

Of course, opt-in for our 15 days fully functional trial. Email us on\u00a0crm@inogic.com with your CRM version and deployment (on-prem or online) model.<\/p>\n

You can now try Click2Export directly from Microsoft AppSource<\/strong><\/em><\/p><\/blockquote>\n

Save more time and be more productive & efficient with Click2Export.<\/p>\n","protected":false},"excerpt":{"rendered":"

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\u2019s about our solution. Why Click2Export: Every business has the need for reporting. Click2Export provides you with\u00a0a single click UI \u2013 Click, Create, Manage, Export Dynamics CRM Reports in\u2026 Read More »<\/a><\/span><\/p>\n","protected":false},"author":13,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"om_disable_all_campaigns":false,"_monsterinsights_skip_tracking":false,"_monsterinsights_sitenote_active":false,"_monsterinsights_sitenote_note":"","_monsterinsights_sitenote_category":0,"footnotes":""},"categories":[8,58],"tags":[157,521,635,677,678,683,720,767,769,770,771,775,1536],"class_list":["post-1875","post","type-post","status-publish","format-standard","hentry","category-click2export","category-ssrs-reports","tag-attach-to-email-dynamics-crm-report-excel","tag-download-dynamics-crm-online-report-word","tag-dynamics-crm-export-all-report","tag-dynamics-crm-report-excel","tag-dynamics-crm-report-pdf","tag-dynamics-crm-report-word","tag-email-dynamics-crm-report-pdf","tag-export-dynamics-crm-report","tag-export-dynamics-crm-report-to-excel","tag-export-dynamics-crm-report-to-pdf","tag-export-dynamics-crm-report-to-word","tag-export-microsoft-dynamics-crm-report","tag-save-dynamics-crm-report-pdf"],"aioseo_notices":[],"_links":{"self":[{"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/posts\/1875","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/users\/13"}],"replies":[{"embeddable":true,"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/comments?post=1875"}],"version-history":[{"count":0,"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/posts\/1875\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/media?parent=1875"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/categories?post=1875"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/tags?post=1875"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}