User Review( votes)
Click2Export is a productivity add-on for Dynamics 365 CRM and Power Apps that allows users to export Dynamics CRM Reports/Word/Excel templates and CRM Views data in just one click. Now a Preferred App on Microsoft AppSource, this app helps the user in exporting Dynamics 365 CRM data in 5 different file formats viz. Excel, Word, PDF, CSV as well as TIFF. Apart from exporting reports, users will also be able to download the exported reports, upload it to SharePoint, attach it to a note, or attach it to an email. Moreover, users can send embedded CRM Views data via email and also schedule the exports at regular intervals.
Let us go through all the features of Click2Export and find out how and why this 1 Click productivity app is an ideal Dynamics 365 CRM solution for your organization.
1. Export Report/CRM Views/Word/Excel templates in a single click:
With the help of this feature, users get the flexibility to export Dynamics 365 CRM data in different templates in a format that best suits their business requirements. And all this in just one click making their tasks easier and saving more time thereby increasing efficiency.
2. Export files in different formats:
Click2Export allows users to export files in five different formats – PDF, MS Word, MS Excel, TIFF or CSV. Word templates are exported in PDF or MS Word format whereas CRM Views or Excel templates are exported in MS Excel format.
3. Set a schedule to export reports at regular intervals:
Exporting of Dynamics 365 CRM data manually is a tiresome task that reduces the productivity of users. But using this feature, setting a schedule to export required Dynamics 365 CRM data at regular intervals is made possible. Users can set a schedule to export the data for a defined period of time – daily, weekly or monthly. These reports can also be emailed to the necessary recipients automatically using Click2Export.
4. Workflow automation:
With the help of this feature, users can export the Dynamics 365 CRM data on the occurrence of an event easily through automation with the help of workflows. For example, on activation of ‘Quote’, an email can be sent out to the client with the Quotation attached to the email.
5. Email exported files as Attachments, Attach as notes, Upload to SharePoint or Download:
Click2Export not only just exports Dynamics 365 CRM data but also helps users to perform 4 different actions with the exported files in Dynamics 365 CRM. They can download the Reports/Word/Excel templates for offline consumption, attach them to an email to send to the required recipient, store them as note attachments in the respective Dynamics 365 records or upload them to SharePoint.
With all these features of Click2Export, the mundane and burdensome task of exporting Dynamics 365 CRM data will turn into effortless work.
Till then, stay safe and stay healthy.