click-2-export-microsoft-dynamics-crm-reports

Export Made Easy

Generate, Export, and Share CRM Data/Reports in 1 Click using Click2Export

Delivered Happiness Globally!

What is Click2Export?

Click2Export is an app for Dynamics 365 CRM that helps its users export and email Dynamics 365 reports, views, and document templates in just a single click. Reports can be exported to widely used file formats like PDF, Excel, Word, CSV, and TIFF. Word templates can be exported to MS Word or PDF, Excel templates can be exported to MS Excel, and CRM view data can be embedded in the email body in a table format and sent to the respective recipients with a single click. Click2Export also offers automation. Users can schedule exports, making it easy to get updated reports without manually handling each task. This helps teams stay organized and informed with minimal effort. It works for both OOB and custom entities.

Recent Updates

Easily send emails to external domain users without CRM accounts, enabling smooth communication with everyone.

Embed shareable links in email templates for easy sharing of project updates & documents directly from the email body.

Users can encrypt confidential PDF files with a personalized password, offering both standard and advanced encryption options.

Users can schedule automated data exports at set intervals, sending Dynamics 365 CRM reports and templates directly to recipients without manual work.

Benefits of using Click2Export

Export reports in required the formats, giving users access to data in their preferred format for better decision-making.

Save time and effort by exporting multiple records at once, making it easier to manage large data sets efficiently.

Click2Export

Automates and schedules exports to run at set intervals, ensuring timely data delivery without manual intervention.

Create multiple templates with custom filters and add password protection for secure sharing with authorized recipients.

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EULA

Supported On

Dynamics 365 CRM
On-Premises and Online | Dataverse
Supported
Features

Here’s How It Helps Simplify Document Export from Dynamics 365 CRM

Multi-Format Export Options

Export Dynamics 365 CRM data in various formats including PDF, MS Word, MS Excel, TIFF, and CSV, allowing users to select the required format for reports, documents, and templates.