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, Power Apps and CDS. It supports
Dynamics 365 On-Premises and Online.
Features