Webinar – Copy, Export or Undo in 1 Click to enhance productivity within Dynamics 365 CRM!

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Be it any industry, there are a list of mundane and recurring tasks that you have to do on a daily basis. Updating records, exporting data, creating quotes, orders, opportunities, etc. are some of them. Roughly 40% of CRM users claim that a quarter of week is spent on such mundane and repetitive tasks.

So, wouldn’t it be nice to do away with these repetitive tasks which hampers your productivity?

If you think so, don’t wait to register for our upcoming webinar on 1 Click productivity apps:

Wednesday, 10th Nov 2021 – 11am EST

Book your seats now!

The 1 Click productivity apps – Click2Clone, Click2Export & Click2Undo – will enhance your CRM productivity by reducing your daily workload and freeing your time for more productive work.

In this webinar, you will get detailed information on the following key features of these 3 popular 1 Click Apps.

Click2Clone (Microsoft Preferred App):

  • Clone single or multiple records along with hierarchies or related records
  • Clone multiple copies of a record
  • Copy records of one entity type to another entity type along with child relationships
  • Bring over only related records from another record
  • Automate the process of cloning with workflows

Click2Export (Microsoft Preferred App):

  • Export the SSRS Report/Excel Template/Word Templates in the desired format and Attach it to an email
  • Attach exported Report/Word templates as Note against the record for which they are exported
  • Upload exported Reports/Word Templates to SharePoint
  • Email data from CRM Views as inline formatted tabular reports
  • Auto-Schedule emails with Report/CRM Views/Word/Excel Templates at desired intervals

Click2Undo (Microsoft Preferred App):

  • Undo last changes done to Dynamics 365 CRM record
  • Restore historic updates from audit logs
  • Undo changes for multiple records in one go
  • Restore deleted records from audit logs

Register now! And get ready for an exciting and insightful session on 1 Click Productivity apps and learn how to enhance your Dynamics 365 CRM productivity.

In the meanwhile, you can get familiar with these amazing productivity apps by downloading them from our website or Microsoft AppSource for a free trial period of 15 days.

Looking forward to an amazing and exciting session.

See you soon!

The post Webinar – Copy, Export or Undo in 1 Click to enhance productivity within Dynamics 365 CRM! appeared first on CRM Software Blog | Dynamics 365.