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Click2Export

Inogic

1 Click solution to export Dynamics CRM Reports/Word Templates & auto send Email with an attachment

Click2Export is a productivity app for Microsoft Dynamics 365/CRM that helps you export any Dynamics 365/CRM Report/Word template in a single click. Reports can be exported to Excel, Word, PDF, CSV or TIFF format. Whereas, Word Templates can be exported in PDF and MS Word format. Further user can attach it to an email, auto send Email with an attachment, attach as a note, upload to SharePoint 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 annual subscription for Dynamics CRM 2013 and above including Dynamics 365 v9.

Features

  • Multiple File Formats Supported: Dynamics CRM Reports can be exported to PDF, MS Excel, MS Word, CSV and TIFF format and, Word Templates can be exported to PDF and MS Word format.
  • Improves Productivity: The exported report can be automatically attached to an email, be ready for review, and auto-sent to the required user with the help of Auto Send Email option.
  • Store as attachments: The exported report can also be attached as a Note to respective CRM record, uploaded to SharePoint or can be downloaded.
  • Configurable Templates: Easily configure the reports, filter criteria and parameters for exporting.
  • Bulk Export: Support for bulk exporting of reports for multiple records simultaneously. You can export the report as per each record, or in assembly.
  • Report Types: Reports designed using Fetch XML queries is supported. Both Individual/Organizational report/templates can be exported.
  • Automate Exporting with WorkFlow: Automate the exporting process for Dynamics CRM Word Templates with required action to be performed on the selected record using Workflow.

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