Click2Export

Name: Click2Export
Brand: Click2Export
Rating: 4.5 (2 reviews)

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

Automate export of Report/Word documents with Workflow

Click2Export – Export & Attach Dynamics 365 Reports/Word/Excel Templates to Email

Overview

Click2Export is a productivity tool for Dynamics 365 that allows users to quickly export Dynamics CRM reports/word/excel templates. With this app export Report to PDF, Word, Excel, CSV or TIFF format. Word Templates can be exported in MS Word or PDF format and Excel Template can be exported to Excel format. Click2Export users can download the exported reports/word/excel 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.

CRM 2013 and Above

On-Premises and Online

Recent Update

Auto-Send email with exported report as attachment.
With new feature - Schedule Reports - set schedule to export Reports/Word/Excel Templates at regular intervals.

Available on Microsoft Appsource

Get started with 15 days free trial!

Features

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

Export Dynamics 365 Report in PDF, MS Word, MS Excel, CSV or TIFF format, Word templates in PDF or MS Word format & Excel templates in only MS Excel format

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

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

The exported Dynamics CRM reports can be downloaded for offline consumption

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

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

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

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

Click2Export offers support for Fetch reports

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

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

Set schedule to export and auto send Reports/Word/Excel Templates as email attachments at regular intervals using Schedule Reports

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

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

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

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CRM 2016/Dynamics 365

Dynamics 365 v9.x

PowerApps

Click2Export

Automate export of Report/Word documents with Workflow

Click2Export – Export & Attach Dynamics 365 Reports/Word/Excel Templates to Email

Overview

CRM 2013 and Above

Recent Update

Available on Microsoft Appsource

Features

Recent News and Articles

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