Exporting and sharing data from Dynamics 365 CRM – both internally and externally – is an all-time process. Normally employees spend 25% of their time per week on exporting data manually from CRM. And to err is human which results in a major portion of data that is exported being insufficient or inaccurate. These are the everyday challenges faced by employees across different industries.
So, what can you do to overcome this challenge?
This is what Click2Export was made for!
A preferred app on Microsoft AppSource – Click2Export is the go-to app to solve all your woes of exporting data from Dynamics 365 CRM/Dataverse (Power Apps). It’s smart, quick, and easy to configure.
With Click2Export you can –
Easily Configure Report & Document templates: With this application, you can create multiple templates with different filter options and parameter values for the report. As usual, a business organization requires reports in different forms or templates depending upon the information extracted from Dynamics 365 CRM. Furthermore, with Click2Export, you can easily configure reports, filter criteria, and set parameters for exporting.
Export Dynamics 35 CRM Data in different formats: The tool supports PDF, MS Word, MS Excel, CSV, and TIFF formats which helps you to export necessary information in a format of your choice. In any organization, business decisions are made based on concrete and accurate reports. And with this app you can generate these reports in particular formats that suits the requirement of the organization.
Schedule export of data: You can set parameters to export reports for a particular entity at scheduled intervals. The exported report will be then auto-sent through email as an attachment to all the interested parties on a daily, weekly, or monthly basis. Just schedule and forget – the rest will be done by the application.
Automate Export of data: Automation is the in-thing now. You can now automate the process of exporting Dynamics 365 CRM reports or document templates with required action to be performed on the selected record using workflow. Once the workflow trigger is set, it automatically exports and emails the exported report thereby saving your time and effort.
Export data in bulk: The tool supports bulk exporting of reports for multiple records simultaneously which gives you an edge if you have to export enormous amount of data from CRM. It provides a smart and easy solution to export multiple records in a single report and compile huge data effortlessly.
And after exporting Dynamics 365 CRM data you can –
- Email exported files as Attachments to required parties
- Attach them as notes to respective Dynamics 365 CRM records for internal back-up
- Upload them to SharePoint for external backup, or
- Download them for offline consumption
Email Reports to Anyone, Even Non-CRM Users
With Click2Export, you can easily send emails to users who don’t have a CRM account. Whether it’s a Gmail, Yahoo, or any other email service, you can share important reports and documents without restrictions. This feature ensures seamless communication, making it easy to reach a broader audience without requiring CRM access.
Secure Your Files with Password Encryption
Click2Export allows you to protect confidential files by encrypting them with a personalized password. This ensures that only authorized users can access the exported documents. Currently, this feature is available for PDF templates, adding an extra layer of security to your important files.
Easily Share Email Templates with Custom Content
With Click2Export, you can configure email templates to include a shareable option within the email body. Simply add a ‘New Column Property’ and customize it to display content like the Email Body and Subject as needed. This makes it easy to tailor your emails before sending them out.
All in all, with Click2Export you can get standard and accurate reports, increase your operational efficiency, optimize resources, enhance the productivity of your team, and increase your ROI.
Hard to believe?
Then find out more about this amazing 1 Click productivity app by downloading it from our website or Microsoft AppSource for a free trial period of 15 days.
Also, have a close look at our other 1 Click productivity app for cloning records in Dynamics 365 CRM / Dataverse (Power Apps).
Mail us at crm@inogic.com for any more information related to exporting data from Dynamics 365 CRM or you can also request a personal demo.
Until then – Happy Exporting!