Click2Export

Schedule, Export and Email Reports/Templates in a single click

Automate export of Report/Word documents with Workflow

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Overview

Click2Export is a productivity app which provides easy user experience of exporting any of the Dynamics CRM Reports/Word/Excel templates and CRM Views data in just one click. With Click2Export user can export the data in 5 different file formats - Excel, Word, PDF, CSV or TIFF. Moreover, one can schedule and export reports/word/excel and CRM Views data at regular intervals. Further, users can send embedded CRM Views data via email, download the exported reports/word/excel templates, upload it to SharePoint, attach as a note, or, auto send email with attachments to required recipients.
Dynamics 365 8.2 & above
On-Premises and Online

Recent Updates

  • With 1 Click now export SSRS/Word/Excel Templates and CRM Views data
  • Now with ‘Schedule Reports’ - set schedule to export Reports/Word/Excel Templates and CRM Views data at regular intervals

Preferred App on Microsoft AppSource

Get started with 15 days free trial!

Export Report/CRM Views/Word/Excel templates in a single click:

This feature of Click2Export enables users to export Dynamics 365 CRM data in just one click. Users can export the data in different templates in a particular format as per their business requirements. And all of this is possible with just a click on Click2Export button. This helps to save time and effort of users thereby enhancing their efficiency in dealing with day-to-day activities.

Export files in different formats:

Users are able to export files in five different formats – PDF, MS WORD, MS EXCEL, TIFF, CSV. Here, users can export Reports in all the five given formats. Whereas, they can export Word templates in PDF or MS WORD format and Excel templates in MS EXCEL format. With this feature of Click2Export users can easily export Dynamics 365 CRM data in any of the required formats as per their convenience.

Set a schedule to export reports at regular intervals:

Setting a schedule to export required Dynamics 365 CRM data at regular intervals is helpful to users in many ways. With the availability of this feature, users don’t have to manually export the data every time. They can just set a schedule for a defined period of time - daily, weekly or monthly – for which the data will be exported and emailed to the necessary recipients. Here, users can set a schedule to export Reports/Word/Excel Templates and CRM Views data at regular intervals.

Workflow automation:

Automation of the export process comes handy when users need to export the data from Dynamics 365 CRM on occurrence of an event. It could be any event such as; on activation of 'Quote' an email should be send out to the client with the Quotation attached to the email and so on. These kind of tasks can be easily achieved through automation with the help of workflows.

Email exported files as Attachments, Attach as notes, Upload to SharePoint or Download:

Users are able to perform four different actions with the exported files in Dynamics 365 CRM. Once exported, all the Dynamics 365 CRM Reports/Word/Excel templates are automatically attached to an email which can be send to the required recipients. Users can store the exported Reports/Word templates as Note attachment in the respective Dynamics 365 records. Apart from this, users can upload the exported Reports/Word templates to SharePoint and lastly, they can download the exported Dynamics CRM reports for offline consumption.

Exported CRM Views data are automatically embedded to an email in table format and auto-send to required recipients.

Click2Export comes with the ability to configure Report templates for Dynamics CRM Reports including the filter criteria for record selection.

Users with the help of Click2Export can configure Report parameter values at the time of report execution.

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

Click2Export supports bulk exporting of Dynamics 365 CRM Reports/Word templates resulting in increased productivity.

Users find it helpful that Click2Export offers support for Fetch based Reports as well, thereby improving operation agility.

With the help of Click2Export, users can setup product wide defaults for exporting Reports/Word Template.

Click2Export currently supports six languages viz. English, Spanish, German, French, Portuguese, and Dutch.

Click2Export gives users the ability to configure sender/receiver and define Default Email templates for generating the Email for Email action.

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