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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

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