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

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