Export Dynamics 365 Report/Word/Excel Templates and attach the exported file(s) to an email and auto send Email with the attachment(s), or, attach as a note, upload to SharePoint or just download for offline consumption. Reports can be exported to Excel, Word, PDF, CSV or TIFF format. Word Templates can be exported in PDF or MS Word format and Excel Templates can be exported to Excel. Automate the process of exporting Reports/Word Templates with Workflow. Also, schedule and automate the export of Report/Word/Excel Templates.
It is available for Dynamics 365 8.2 & above, Power Apps and CDS. It supports the following deployment models - On-Premises and Online.