Did you know that employees spend roughly 25% of their time per week on exporting data manually from CRM? Even with such sophisticated business applications, a considerable amount of time is required to be invested in the manual export of data. This can affect the productivity of employees in the long run.
So, what can be done to minimize the amount of time spent by employees in exporting data from Dynamics 365 CRM?
The answer is simple – Automation!
You can easily use third-party automation apps available in the market to fulfill this requirement.
Among them, you will also find our popular 1-click productivity app – Click2Export.
So, before you go shopping for the apt app, let’s reacquaint you with the advantages of using Click2Export.
With Click2Export, Dynamics 365 CRM users can –
Export CRM data in 1 Click
Organizations often require reports in different forms or templates depending upon the information extracted from Dynamics 365 CRM. With Click2Export, you can create multiple templates with different filter options and parameter values for the report. Once configured, it just takes one click to export a Dynamics 365 report to Word, Excel, PDF, or even as an email Dynamics 365 report!
And after exporting data, you can –
- Attach the exported files to an Email and send it to the required parties
- As an internal back-up, attach the files as notes to the respective Dynamics 365 CRM records
- Store the exported files on SharePoint, or
- Download them for offline consumption
Schedule export of CRM data
With Click2Export, you can now set parameters to export a Dynamics CRM report for a particular entity at scheduled intervals. The exported report will then be auto-sent through email as an attachment to all the interested parties on a daily, weekly, or monthly basis. Just schedule and forget – rest will be done by Click2Export.
Automate the export of CRM data
With automation being the in-thing, you can now automate the process of exporting Dynamics 365 CRM reports or document templates using workflow. You can set the workflow, which will be triggered when a certain action is performed on the record, like updating records or changing the status of the record. Once it is triggered, the data will be automatically exported and mailed to the interested parties. This will save you a whole lot of time and effort.
Export CRM data in bulk
Exporting data in bulk is quite time consuming. But with Click2Export, you can export data in bulk which provides an edge if you have to export enormous amount of data from CRM at once. It enables you to export multiple records in a single report and compile huge scale of data with little effort.
Email to Non-CRM Users
Not all your important contacts use Dynamics 365 CRM, but that shouldn’t slow down your communication. With the new “Email Address” feature in Click2Export, you can now send emails directly to external contacts—whether they use Gmail, Yahoo, or any other email provider.
Imagine you’re a project manager needing to update external consultants on project progress. Instead of struggling with complicated workarounds, Click2Export lets you seamlessly share crucial updates with just a few clicks—no CRM access required!
Keep everyone in the loop, enhance collaboration, and ensure smooth communication across teams—inside and outside your CRM.
Keep Your PDF Reports Secure with Password Encryption
Protecting sensitive documents is now easier with Password Encryption for PDF templates. Whether you’re a compliance officer handling financial reports or a business professional sharing confidential data, this feature ensures that only authorized users can access your files.
Simply set a password before exporting your PDF, and your document stays secure. You can choose basic or complex passwords, adding an extra layer of protection. Share reports with confidence, knowing that only those with the correct password can open them. Stay secure, stay in control!
Easily Share Email Templates:
Now, sharing important updates is simpler than ever with Click2Export! The new Share Option for Email Templates lets you include a direct link within your email, making it easy for recipients to access key project details in just one click.
For example, if you’re a project coordinator managing client updates, you can effortlessly share project milestones and document links with both your team and clients. This feature enhances collaboration, saves time, and ensures everyone stays on the same page—without extra effort!
These are just a few of the advantages of using Click2Export. There are many more intricate features that will definitely improve your operational efficiencies when it comes to exporting data from CRM.
So, grab this opportunity to download the 15-day free trial of Click2Export from our website or Microsoft AppSource and learn more about this wonderful 1-Click productivity app. Also, watch these videos to get in-depth details about Click2Export.
In the meanwhile, check out our other 1 Click productivity apps – Click2Clone & Click2Undo. Cloning CRM records, undoing changes in CRM records, restoring deleted records, etc. is now possible with just 1 click.
Have doubts or want to schedule a demo? Feel free to reach us at crm@inogic.com.
Until then – Happy Exporting!