Export and Attach Dynamics 365 CRM Reports/Documents Templates to Email - Click2Export

Save Dynamics 365 Report to 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 a schedule and automate the export of Report/Word/Excel Templates and CRM Views data at regular intervals.

It is available for Microsoft Dynamics 365 8.2 & above, Dataverse (Power Apps). It supports Dynamics 365 CRM On-Premises and Online.

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Features

• Multiple File Formats Supported: Export Dynamics 365 CRM Report to PDF, MS Excel, MS Word, CSV, and TIFF format. Word Templates can be exported to PDF or MS Word format and Excel Templates can be exported to Excel format. CRM Views can be directly embedded in an email.
• Improves Productivity: The exported report or CRM Views data can be automatically attached to an email or embedded in the email body, respectively and sent to the required user with the help of the Auto Send Email option.
• Store as attachments: The exported report can be attached as a Note to the respective Microsoft Dynamics 365 CRM record, uploaded to SharePoint or 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 for each record or in assembly.
• Report Types: Reports designed using Fetch XML queries is supported. Both the Individual/Organizational report/word templates can be exported.
• Automate Exporting with Workflow: Automate the exporting process for Microsoft Dynamics 365 Reports/Word Templates with the required action to be performed on the selected record using Workflow.
• Schedule Reports: Set a schedule to export and email Dynamics 365 reports to PDF, Word, Excel Templates, and CRM Views data at regular intervals.

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Family of 1-Click Productivity Apps:

• Click2Clone: Clone/Copy Microsoft Dynamics 365 CRM/Dataverse records, including related child relationships or create multiple copies of any given record in a single click.
• Undo2Restore: Undo recent changes or past changes made to any Microsoft Dynamics 365 CRM records and restore deleted records in just one click.

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