Click2Export

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

Automate export of Report/Word documents with Workflow

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

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