Export Dynamics 365 Reports to PDF, Word & CSV
Export, Save, and Email Dynamics 365 Reports in 1 Click using Click2Export
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Export, Save, and Email Dynamics 365 Reports Without the Manual Work
Exporting a Dynamics CRM report usually means running it, downloading it, converting it, and attaching it to an email by hand. Click2Export replaces all of that with one click. Turn a Dynamics 365 report into PDF, Word, CSV, Excel, or TIFF, save a Dynamics 365 report as Word or CSV on the CRM record, or email a Dynamics 365 report as PDF or CSV straight from CRM. Need to export all Dynamics 365 reports for multiple records? Do it in bulk. Need the same report every week? Schedule it, and recipients get updated files automatically, with optional password protection. It works with OOB and custom entities on Dynamics 365 Online and On-Premises.
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.
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Benefits of using Click2Export
Export a Dynamics 365 report in the format you need (PDF, Word, Excel, CSV, TIFF) so your data is ready for better decisions.
Save time by exporting multiple records at once and handling large data sets without repeating the same export.
Schedule exports at set intervals, so reports are emailed on time with no manual effort.
Create multiple templates with custom filters and add password protection to share securely with authorized recipients.
Supported On
Dynamics 365 CRM
On-Premises and Online | Dataverse
Features
Here’s How Click2Export Simplifies Dynamics 365 Report Export
Export CRM reports in Multi-Format
Export a Dynamics 365 report to PDF, export a Dynamics 365 report to CSV, or convert a Dynamics 365 report to Word, Excel, and TIFF. Pick the format each report, document, or template needs.
Flexible Export Actions
Choose what happens to the file: email a Dynamics 365 report as a PDF attachment, save a Dynamics 365 report as a Word or CSV note on the CRM record, upload it to SharePoint, or download it for offline access.
Workflow Automation
Trigger exports from CRM workflows and email Dynamics 365 reports with attachments automatically when specific events occur.
More Features
Click2Export from Subgrid
Export related records directly from the subgrid with a single click using the 'Click2Export' button.
Automated Email Sending
Automatically email Dynamics 365 reports as PDF or CSV to designated recipients, with no manual follow-up.
Bulk Export Capabilities
Need to export all Dynamics 365 reports for multiple records? Generate Word templates or SSRS reports for several records in a single action.
Export CRM Views Data in Table Format
Schedule and email CRM view data in various table layouts to designated recipients.
Export Related Records in Excel
Export related records to a customizable Excel template with tailored columns showing the associated data you need.
Flexible Email Recipient Selection
Email a Dynamics 365 report to Users, Queues, Teams, dynamic lookup fields, or Managers, with a choice of primary or secondary email addresses.
Streamline Reporting and Communication with 1-Click Automation!
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Our Blogs
How to Effortlessly Export Reports, Templates, and CRM Data in One Click
Click2Export is a smart add-on for Microsoft Dynamics 365 CRM & Dataverse that lets you export reports, Word templates, Excel templates, and CRM views instantly.
Export Dynamics 365 Reports to PDF Automatically: Step-by-Step Guide
Click2Export is a powerful Dynamics 365 app that automates report exports and distribution. It handles the entire workflow-generating reports, converting them to PDF…
Export PDF from Activity Entity like Emails, Appointments & More in D365 CRM!
This highlights the need for a simple PDF conversion tool, especially within Dynamics 365 CRM, where document sharing and management are crucial…
Frequently Asked Questions
Click2Export exports Dynamics CRM reports, views, and document templates (Word, Excel, Email) in one click. Convert a Dynamics 365 report to PDF, Word, CSV, Excel, or TIFF without manual steps.
Natively, you export the report, convert it to PDF, and attach it to an email by hand, which is slow and repetitive. Click2Export automatically generates SSRS reports as PDF and emails them from Dynamics 365 CRM. You can also email Dynamics 365 report CSV, Word, TIFF, or Excel files as your business requires.
Use the ‘Schedule Reports’ feature to set a daily, weekly, or monthly schedule. The data is exported and emailed to the right recipients every time, with no manual export.
Yes. Click2Export lets you export Dynamics 365 CRM data in bulk with a single click. For Word templates, you can export around 20 records at once.
Export Dynamics 365 CRM reports to PDF, Excel, Word, or CSV with just a click
