{"id":27787,"date":"2021-05-09T04:30:10","date_gmt":"2021-05-09T04:30:10","guid":{"rendered":"https:\/\/www.inogic.com\/blog\/?p=27787"},"modified":"2025-03-25T12:24:48","modified_gmt":"2025-03-25T06:54:48","slug":"pdf-word-excel-much-more-automate-export-of-dynamics-365-crm-data-in-any-format-with-1-click","status":"publish","type":"post","link":"https:\/\/www.inogic.com\/blog\/2021\/05\/pdf-word-excel-much-more-automate-export-of-dynamics-365-crm-data-in-any-format-with-1-click\/","title":{"rendered":"Click2Export: Automate Dynamics 365 Data Export \u2013 PDF, Word & More!"},"content":{"rendered":"

\"export<\/a><\/p>\n

Exporting and sharing data from Dynamics 365 CRM \u2013 both internally and externally \u2013 is an all-time process. Normally employees spend 25% of their time per week on exporting data manually from CRM. And to err is human which results in a major portion of data that is exported being insufficient or inaccurate. These are the everyday challenges faced by employees across different industries.<\/p>\n

So, what can you do to overcome this challenge?<\/p>\n

This is what\u00a0Click2Export\u00a0<\/a>was made for!<\/p>\n

A preferred app on Microsoft AppSource<\/a>\u00a0\u2013 Click2Export is the go-to app to solve all your woes of exporting data from Dynamics 365 CRM\/Dataverse (Power Apps). It\u2019s smart, quick, and easy to configure.<\/p>\n

With Click2Export you can \u2013<\/p>\n

Easily Configure Report & Document templates<\/strong><\/a>:\u00a0<\/strong>With this application, you can create multiple templates with different filter options and parameter values for the report. As usual, a business organization requires reports in different forms or templates depending upon the information extracted from Dynamics 365 CRM. Furthermore, with Click2Export, you can easily configure reports, filter criteria, and set parameters for exporting.<\/p>\n

\"Automate<\/p>\n

Export Dynamics 35 CRM Data in different formats<\/strong><\/a>:\u00a0<\/strong>The tool\u00a0supports PDF, MS Word, MS Excel, CSV, and TIFF formats which helps you to export necessary information in a format of your choice. In any organization, business decisions are made based on concrete and accurate reports. And with this app you can generate these reports in particular formats that suits the requirement of the organization.<\/p>\n

\"Automate<\/p>\n

Schedule export of data<\/strong><\/a>:<\/strong>\u00a0You can set parameters to export reports for a particular entity at scheduled intervals. The exported report will be then auto-sent through email as an attachment to all the interested parties on a daily, weekly, or monthly basis. Just schedule and forget \u2013 the rest will be done by the application.<\/p>\n

\"Automate<\/p>\n

Automate Export of data<\/strong><\/a>:\u00a0<\/strong>Automation is the in-thing now. You can now automate the process of exporting Dynamics 365 CRM reports or document templates with required action to be performed on the selected record using workflow. Once the workflow trigger is set, it automatically exports and emails the exported report thereby saving your time and effort.<\/p>\n

\"Automate<\/p>\n

Export data in bulk:\u00a0<\/strong><\/a>The tool\u00a0supports bulk exporting of reports for multiple records simultaneously which gives you an edge if you have to export enormous amount of data from CRM. It provides a smart and easy solution to export multiple records in a single report and compile huge data effortlessly.<\/p>\n

\"\"<\/p>\n

And after exporting Dynamics 365 CRM data you can<\/strong>\u00a0\u2013<\/p>\n