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Click2Export

Inogic

1 Click solution to export Dynamics CRM Reports to Excel, Word or PDF and attach to Email

Click2Export is a productivity app for Microsoft Dynamics 365/CRM that helps you export any Dynamics 365/CRM report in a single click to a file format of your choice and go a step further and attach it to an email or note or just download it for later use.

Click2Export reduces the multiple clicks that is currently required to get a report sent out as an email attachment to a single click and considerably improves the productivity of Dynamics 365/CRM users. It is available at a monthly subscription for Dynamics CRM 2013 and above including Dynamics 365

Features

  • Multiple File Formats Supported: Reports can be exported to PDF, MS Excel, and MS Word file formats.
  • Improves Productivity: The exported report can be automatically attached to an email, ready for review and send.
  • Store as attachments: The exported report can also be attached as Note in respective CRM record or you can simply download it.
  • Configurable Templates: Easily configure the reports and filter criteria and parameters for quickly exporting the report.
  • Bulk Export: Support for bulk exporting of reports and attachments.
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