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 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

Available on Microsoft Appsource

Get started with 15 days free trial!

Features

With the help of Click2Export, users can export Microsoft Dynamics 365 CRM Reports/CRM Views/Word/Excel templates in a single click

With a single click, Click2Export allows users to export Dynamics 365 Report in different file formats viz PDF, MS Word, MS Excel, CSV, or TIFF format. Word templates are exported in PDF or MS Word format and Excel templates can only be exported in MS Excel format

All the exported Dynamics 365 CRM Reports/Word/Excel templates are automatically attached to an email

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

Users can store the exported Reports/Word templates as Note attachment in the respective Dynamics 365 records

Click2Export allows users to download the exported Dynamics CRM reports for offline consumption

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

Click2Export offers support for Fetch based Reports

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

Users can set schedules to export and auto-send Reports/CRM Views/Word/Excel Templates at regular intervals using the feature ‘Schedule Reports’

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

Users can export Microsoft Dynamics CRM Reports/Word template and upload to SharePoint

With the help of Click2Export, users can automate exporting of Report/Word templates by performing the selected action for the required record using ‘Workflow’ feature