Click2Export

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

Automate export of Report/Word documents with Workflow

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!