Export & Attach Dynamics 365 Reports/Word/Excel Templates to Email - Click2Export

About This Solution

Export, email, and download Dynamics 365 CRM Reports/CRM Views/Word/Excel Templates in single click.

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. Export reports in five different formats - Excel, Word, PDF, CSV and TIFF, word templates in PDF or MS Word format and excel templates in Excel format. Further, set schedule to export 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.

Business Needs Served

Customer Relationship Mgmt

Dynamics Software

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More About This Vendor

Inogic is a leading Microsoft Gold ISV Partner for Dynamics 365 CRM with global customer base in 50+ countries. Inogic was founded by a group of like-minded CRM experts and professionals in 2008 and presently have more than 75+ techno-functional members working with exclusive focus on Microsoft Dynamics 365 CRM / Power Platform. We offer productivity apps and Dynamics 365 CRM offshore development services including Power Platform( Power Apps, Power Automate, Power BI, and Power Apps Portals) to help organizations improve their business processes and achieve high ROI. Inogic believes in spreading its knowledgebase and expertise demonstrated by thousands of blogs which are quite popular in the Dynamics community. Inogic apps for Dynamics 365 CRM/Dataverse (Power Apps) are rated as Microsoft Preferred Solutions on Microsoft AppSource and streamlined to drive better Sales and improve the Services of an organization.