1. Click2Export Export & Email
Dynamics 365/CRM Reports/Word/Excel Templates in 1 Click

2. Key Features www.inogic.com crm@inogic.com Supported File Formats
In 1 Click export;
Report Templates to PDF, Excel, MS Word, CSV and TIFF.
Word Templates to PDF and MS Word.
Excel Templates to Excel.
Actions
Easily download File, Attach to , Auto send with Attachment, Attach as a Note or Upload to SharePoint.
Bulk Export
Reports can be exported for multiple records simultaneously. There are two types of selection modes – Per Record and Combine Record.
Report Types
Reports designed using FetchXML queries is supported.
Both Individual or Organizational report templates can be exported.

3. Key Features www.inogic.com crm@inogic.com
Automate Exporting with Workflow
Automate the exporting Dynamics 365 CRM Reports/Word Templates with required action for selected entity record using Click2Export Workflow
Configurable Templates
Create multiple templates for a single report with different filter options and parameter values supplied. Queries can also be edited.
Schedule Reports
Set schedule to export and auto send Reports/Word/Excel Templates as attachments at regular intervals.

4. Available For SUPPORTED VERSIONS DEPLOYMENTS
MICROSOFT DYNAMICS 365 CRM 2013 AND ABOVE
MICROSOFT DYNAMICS 365 CRM v8.2 AND ABOVE
DEPLOYMENTS
ON-PREMISES
ONLINE
PARTNER HOSTED

5. Easy Interface with Export Options
Multiple actions supported

6. Configure Report Templates
DEFAULT VALUES FOR REPORT PARAMETERS
SPECIFY THE FILTERS FOR THE REPORT THAT WERE PROVIDED THROUGH PRE-FILTERING DURING REPORT EXECUTION
HELP TEXT FOR PARAMETER VALUES
EXPECTED BY THE REPORT

7. Word Templates to Configure Click2Export
Word Template is present under settings in Document Templates for required Record Type.

8. Configure Excel Templates

9. Click2Export Configuration

10. Attached To an Email/Auto Send Email
Exported Report
BODY IS PRE-POPULATED USING THE TEMPLATE PROVIDED AND SAVED AS DRAFT
Attached To an /Auto Send

11. Attached as a Note to Primary Record Available for Download
Exported Report
Attached as a Note to Primary Record
Available for Download

12. Exported Report Upload to SharePoint www.inogic.com crm@inogic.com
Upload the exported template on configured SharePoint site in the requested file format.
Upload to SharePoint

13. Automation to Export Word Template and perform action on selected entity record with Click2Export Workflow  

14. Automation to Export Reports and perform action on selected entity record with Click2Export Workflow  

15. Schedule Reports

16. Schedule Reports

17. Next Steps Learn more about Click2Export today.
Get your free Click2Export trial now!
Get started with Click2Export Videos
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