How to Schedule and Share Password-Protected Documents from Dynamics 365 CRM!

Sales reps often spend countless hours manually exporting data for sending reports. Microsoft Dynamics 365 CRM currently does not have the capability of exporting reports in different formats, they have to go through the mundane task of working with data each time they have to send their status reports.

Imagine effortlessly preparing for a sales review with detailed, up-to-date reports on your business opportunities.

Inogic’s Click2Export app is a powerful tool designed to make exporting data and documents easy and efficient. It enables users to handle various tasks, such as attaching exported files as notes, uploading them to cloud storage, automatically sending them via email, or downloading them for offline use. This handy tool allows you to easily export related records into a customizable template, making your workflow smoother and more efficient.

How?

Let’s understand one by one!

Schedule Related Records in the Required Format :

Imagine you’re preparing for a sales performance review and need a detailed report on your sales opportunities with their current statuses. With Click2Export, you can quickly create a tailored template. Click2Export supports multiple formats, including PDF, Word, CSV, TIFF, and Excel, offering flexibility in how information is managed. Users can export templates in different formats, integrate data into emails, and benefit from automation features that allow for scheduling regular export tasks. With Click2Export, managing and sharing data is simplified, saving time and enhancing productivity.

No more manual data exporting! Click2Export simplifies the process of scheduling the export and automatic sending of Reports, Word, Excel, and Email Templates (CRM Views) as email attachments at regular intervals. Whether you’re managing invoices or tracking account activities, you can extract the data you need by configuring your template and exporting it in just a few clicks.

By using Click2Export, you streamline data extraction, ensuring your reports are accurate, professional, and ready in no time. Say goodbye to the hassle of manual data sorting and hello to a more efficient way of managing your CRM data.

Email to Non-CRM Users:

Effective communication with all your contacts, including those outside your CRM system, is vital for successful business deals. With the new “Email Address” feature introduced in our Click2Export app, staying connected with external contacts like Gmail or Yahoo users has never been easier. Consider, that as a project manager, you often need to keep external consultants informed about your project’s progress. With many of these consultants using Gmail, you require an efficient way to communicate updates without unnecessary complications.

Click2Export simplifies this process. This app streamlines your communication, allowing you to send crucial project updates without requiring external consultants to have CRM accounts. It ensures that everyone involved remains informed and engaged, enhancing your communication flow and project management. By utilizing this app, you boost collaboration and maintain seamless interactions with all your contacts, improving overall efficiency and productivity.

Password Encryption Feature:

In today’s world, protecting sensitive documents is more important than ever. Click2Export’s new password encryption facility for PDF templates makes it easy to keep your confidential information secure. For example, as a compliance officer handling sensitive financial reports, it’s crucial to ensure that only authorized individuals can access these documents.

To protect your reports, you can use encryption techniques within your document management system. You can set different levels of security, from simple passwords to more complex ones that incorporate specific details like names and dates. Once encrypted, you can confidently share the report, knowing that only those with the correct password will be able to access it. With this feature, you can securely share financial reports and ensure that only authorized people can access your sensitive information.

Share Option for Email Templates

With the click2Export app, sharing important information has become more streamlined and efficient. This new feature allows you to configure your email templates to include a share option directly within the email body.  Let’s say, that as a project coordinator handling a major client project, keeping both your internal team and the client updated on project milestones and document links is essential. With the new share option feature, managing this communication has never been easier.

This feature allows you to simplify the sharing of important project updates and documents by embedding a direct link to specific records within your email. By including this link in your email template, you can ensure that your team and clients can easily access the latest project information with just one click. This not only improves communication and collaboration but also saves time and enhances the efficiency of your project management process.

With Click2Export, you can easily export CRM records into customizable Excel templates for efficient reporting, send updates to external contacts without CRM accounts, and secure sensitive documents with our advanced password encryption. Plus, streamline communication with the new share option in email templates. Experience these enhancements today to boost productivity and streamline your processes.

Is it aligned with your requirements?

At Inogic, we’re on a mission to make your CRM experience as smooth as butter on hot toast. We’re always finding new ways to boost your efficiency and meet your needs. Want to see the magic for yourself? Just install our app from Inogic or Microsoft AppSource and dive into a 15-day trial adventure—completely free!

Wondering how it works? Why not book a demo and watch the app strut its stuff in real time?

For more info or to start your trial, drop us a line at crm@inogic.com. We promise, no spam—just pure CRM awesomeness!

 

The post How to Schedule and Share Password-Protected Documents from Dynamics 365 CRM! appeared first on CRM Software Blog | Dynamics 365.