User Review
( votes)Anna, a marketing coordinator at a mid-sized company, had a lot on her plate—managing customer information, campaign updates, and communication between departments every day. Like many businesses, her company used Dynamics 365 CRM to handle customer interactions. But there was one constant issue: sharing detailed reports with the sales team.
Here’s the catch—Dynamics 365 CRM allows PDF generation for entities like Accounts, Contacts, and Quotes, but not for activity entities like emails and appointments. This limitation often slowed down workflows, creating frustration and delays.
Anna needed a solution to quickly export Dynamics CRM reports and share them with her sales colleagues.
Enter Click2Export, a one-click app designed to simplify the process of exporting and sharing reports in multiple formats like PDF, CSV, Excel, and more.
The Problem: Gaps in Dynamics 365’s Exporting Capabilities
Anna’s marketing team often ran campaigns that produced insights, which were stored in activity records—like emails with campaign results, follow-up appointments with important accounts, and task notes. Sharing these insights with the sales team was crucial, but Dynamics 365 didn’t offer a straightforward way to export Dynamics 365 reports to CSV or other shareable formats from activity entities.
Anna needed an efficient way to convert these records into universally accessible PDFs and email them directly to the sales team.
The Solution: Click2Export
Click2Export simplified the process for Anna. Here’s how she used the app to streamline her workflow:
Step-by-Step: How Anna Exported and Shared PDF Reports
- Create a Report Template
Anna first navigated to the Click2Export settings to create a custom PDF report template.
2. Select the Record and Click ‘Click2Export’
Next, she opened the email record containing the campaign details. With one click on the “Click2Export” button, Anna was presented with multiple options for exporting the report.
3. Attach to a New Email
Anna selected the “Attach to a New Email” option. She added recipients in the “To” and “CC” fields, customized the email body, and attached the PDF report.
4. Send the Email
Finally, she sent the report directly to the sales team using Outlook.
- Finally, she sent the report directly to the sales team using Outlook.
The Outcome: Seamless Collaboration and Time Savings
Instead of waiting for updates or chasing down information, Anna’s team received detailed reports in their inboxes within minutes. The process was so efficient that Anna’s team began exporting Dynamics 365 reports to CSV and other formats for deeper data analysis as well.
Why Anna’s Team Likes Click2Export?
- Universal Accessibility: Convert and export reports to PDF, ensuring compatibility across devices and platforms.
- Improved Collaboration: Share reports directly via email, bridging gaps between departments.
- Time Efficiency: Automate the report generation process, eliminating manual tasks.
- Enhanced Security: Keep sensitive data within your organization by exporting reports directly to email or SharePoint.
What Customers Are Saying?
Ready to Simplify Your Reporting Process?
Click2Export is the app to export Dynamics 365 reports, whether you need PDFs from activity entities like emails and appointments or CSV files for analysis. Experience it yourself with a free 15-day trial by downloading the app from the Inogic Website or Microsoft AppSource. For a demo, email us at crm@inogic.com.
The post How to Export and Share PDF Reports from Activity Entity in Dynamics 365 CRM? appeared first on CRM Software Blog | Dynamics 365.
