Dynamics CRM users often work with reports for analysis purpose and a common operation implemented regarding reports is exporting them for sending them to customers or keeping it attached to record for future reference. This is a time-consuming manual process and hence users look for methods to expedite this process.
For instance, a CRM user wants to send Quote to customer via Email. Or suppose a user wants to save this report in a non-editable format like PDF. In such situations, users can opt for our Click2Export solution, which helps to export Dynamics CRM report to PDF, Word, or Excel. Not just this, it will help you to speed up the process of exporting CRM reports and related tasks like attaching them to an email or note all in a single click.
Let us see how Click2Export solution can speed up the process of exporting Dynamics CRM reports;
Export Reports for Single or Multiple Records: Click2Export has this beneficial functionality to let you export reports for single or multiple Dynamics CRM records. This means you can export report for selected single or multiple records at once. It also allows you to generate one report per record or generate single report file for multiple records depending on the report format.
Download & Save or Attach to Email/Note: Users can perform various operations while exporting Dynamics CRM report. You can select Action and save Dynamics CRM report as PDF, Excel, or Word or you can attach this exported report to an email or note. Email is automatically populated as per the Email Template selected and file is attached.
Export to Multiple File Formats: Click2Export solution supports multiple file formats such as PDF, MS Word, and MS Excel. This enables you to access and manage report’s data in your desired file format.
Save those clicks and time – Export Now! Get your trial today!