Click2Export – Export & Attach Dynamics 365 Reports

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Automate and Schedule or Click to Export
Report/CRM Views/Word/Excel Templates (CRM Views
Data) in a single click
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Key Features
Supported File Formats PDF, Excel, Word, CSV
and TIFF.
Supported Actions Download the file, Email the
report to predefined audience, Embed and send
exported CRM Views data in email body, Attach as
note Upload to SharePoint.
Schedule Export Schedule reports to be exported
and email at the scheduled time to pre-defined
audience
Supported Report Types Fetch based SSRS Reports,
Word, Excel and Email Templates (CRM Views Data)
for any OOB or custom entities
Configurable Templates Create multiple templates
for a single report with different filter options
and parameter values supplied. Queries can also
be edited.
Automate through Workflow Automate the exporting
Dynamics 365 CRM Reports and Document Templates
using Click2Export Workflow assembly
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Available For

• SUPPORTED VERSIONS
• Dynamics 365 CRM 8.2 above
• Dataverse (Power Apps)

• DEPLOYMENTS
• On-Premises
• Dynamics 365 Online

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Easy Interface with Export Options
Multiple actions supported
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Email File
EMAIL BODY IS PRE-POPULATED USING THE EMAIL
TEMPLATE PROVIDED AND SAVED AS DRAFT
Attached To an Email/Auto Send Email
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Attach as Note Download File
Attached as a Note to Primary Record
Available for Download
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Save to SharePoint
Upload the exported template on configured
SharePoint site in the requested file format.
Upload to SharePoint
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Automate Export through Workflows
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Schedule Reports
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Configure Reports
DEFAULT VALUES FOR REPORT PARAMETERS
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Configure Word Templates
Word Template is present under settings in
Document Templates for required Record Type.
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Configure Excel Templates
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Configure Email Templates (CRM Views Data)
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Exported CRM Views data in Email Template
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Click2Export Configuration
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Next Steps

• Learn more about Click2Export today
• Get your free Click2Export trial now from our
  website or Microsoft AppSource!
• Email crm_at_inogic.com