Export Dynamics 365 Report/Word/Excel Templates or CRM Views data and attach as a note, upload to SharePoint, download for offline consumption or auto send Email with attached exported file(s) or embedded CRM View data in tabular format. 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. Further, users can set schedule and automate the export of Report/Word/Excel Templates and CRM Views data at regular intervals.
It is available for Dynamics 365 8.2 & above, Dataverse (Power Apps). It supports Dynamics 365 CRM On-Premises and Online.