Overview

 
Recent Updates
  • Auto-Send email with exported report as attachment.
  • Export Dynamics 365 reports in CSV and TIFF format along with Word, PDF and Excel.
  • Supports Word Templates to export word files in Word and PDF format.
  • Export Dynamics 365 reports and Upload to SharePoint.

Available for

Export Dynamics 365 CRM Report

Dynamics CRM

2013 and Above

On-Premise, Online, and Partner-Hosted.

Export Dynamics 365 CRM Report to PDF

Available on

Microsoft AppSource

Get started with 15 days free trial!

 
Export Dynamics 365 CRM Report to CSV

Click2Export is a productivity tool for Dynamics 365 that allows users to quickly export Dynamics CRM reports/word templates. Reports can be exported to PDF, Word, Excel, CSV or TIFF format and Word Templates can be exported in MS Word and PDF format. Click2Export users can download the exported reports/word templates, attach to a note, attach to an email, auto send the email to required recipient or upload it to SharePoint from within Dynamics 365 CRM.

FEATURES

Export Dynamics 365 CRM Report

Export Microsoft Dynamics 365 CRM Reports/Word templates in a single click

Export Dynamics 365 CRM Report to PDF

Dynamics CRM Reports can be exported in PDF, MS Word, MS Excel, CSV or TIFF & Word templates in PDF and MS Word format

Export Dynamics 365 CRM Report to Excel

Exported Dynamics 365 CRM Reports/Word templates are automatically attached to an email

Dynamics 365 CRM Report to CSV

Exported Reports/Word templates can be stored as a Note attachment in the respective Dynamics 365 record

Email Dynamics 365 CRM Report

The exported Dynamics CRM reports can be downloaded for offline consumption

Attach to Email Dynamics 365 CRM Report

Ability to configure Report templates for Dynamics CRM Reports including the filter criteria for record selection

Export Dynamics 365 CRM Word Template

Report parameter values can be configured at the time of report execution

Export Dynamics CRM Report to CSV

Click2Export can be configured to export both Individual as well as organizational Reports/Word templates

Dynamics 365 CRM Export all Reports

Support for bulk exporting of Dynamics 365 CRM Reports/Word templates

Dynamics 365 CRM Report to Excel

Click2Export offers support for Fetch reports

Email Dynamics 365 CRM Report PDF

Ability to setup product wide defaults for exporting Reports/Word Template

Dynamics CRM Export all Reports

Click2Export currently supports English, Spanish, German, French, Portuguese & Dutch

Attach to Email Dynamics CRM Report PDF

Ability to export and automatically send the email with the exported Report/Word template as an attachment

Download Dynamics CRM Online Report PDF

Ability to Configure sender/receiver and define Default Email templates for generating the Email for Email action

Email Dynamics CRM Report PDF

Export  Microsoft Dynamics CRM Reports/Word template and upload to SharePoint

Export Dynamics CRM Report to PDF

Automate the exporting of Word Template by performing the selected action for the required record using Workflow

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