Overview

Available for

Save Dynamics CRM Report Word

Dynamics CRM

2013 and Above

On-Premise, Online, and Partner-Hosted.

Attach to Email Dynamics CRM Report PDF

Available on

Microsoft AppSource

Get started with 15 days free trial!

 
Email Dynamics CRM Online Report PDF

Click2Export is a productivity tool for Microsoft Dynamics 365 that allows users to quickly export Dynamics CRM reports in PDF, Word, Excel, CSV or TIFF file formats in a single click. Click2Export users can download the exported reports, attach to a note, attach to an email, auto send the email to require recipient or upload the exported reports to SharePoint in Dynamics CRM/365.

FEATURES

Email Dynamics CRM Report PDF

Export any Dynamics CRM/Dynamics 365 Customer Engagement reports in a single click

Attach to Email Dynamics CRM Report

Dynamics CRM reports can be exported in PDF, MS Word, MS Excel, CSV or TIFF format

Attach to Email Dynamics CRM Report PDF

Exported Dynamics CRM reports are automatically attached to an email as an attachment

Download Dynamics CRM Online Report PDF

Exported reports can also be stored as a Note attachment in the respective Dynamics 365 record

Dynamics CRM Export all Reports

The exported Dynamics CRM reports can also be downloaded for offline consumption 

Export Dynamics CRM Report to Word

Ability to configure report templates for Dynamics CRM Reports including the filter criteria for record selection

Export Dynamics CRM Report to PDF

Report parameter values can be configured at the time of report execution 

Export Dynamics CRM Report

Click2Export can be configured to export both Individual as well as organizational reports

Attach to Email Dynamics CRM Report Excel

Support for bulk exporting of Dynamics CRM reports

Download Dynamics CRM Report to PDF

Click2Export offers support for Fetch reports

Email Dynamics CRM Report PDF

Ability to setup product wide defaults for exporting reports

Dynamics CRM Export all Reports

Click2Export is easy to use with single click UI

Attach to Email Dynamics CRM Report PDF

Ability to export and automatically send the email with the exported report as an attachment

Download Dynamics CRM Online Report PDF

Ability to define Default Email templates for generating the Email for Email action

Email Dynamics CRM Report PDF

Export Dynamics CRM reports and upload to SharePoint

Export Dynamics CRM Report to PDF

Word templates are also supported to be exported in PDF, MS Word file format