Export Made Easy
Generate, Export, and Share CRM Data/Reports in 1 Click using Click2Export
Delivered Happiness Globally!
What is Click2Export?
Click2Export is an app for Dynamics 365 CRM that helps its users export and email Dynamics 365 reports, views, and document templates in just a single click. Reports can be exported to widely used file formats like PDF, Excel, Word, CSV, and TIFF. Word templates can be exported to MS Word or PDF, Excel templates can be exported to MS Excel, and CRM view data can be embedded in the email body in a table format and sent to the respective recipients with a single click. Click2Export also offers automation. Users can schedule exports, making it easy to get updated reports without manually handling each task. This helps teams stay organized and informed with minimal effort. It works for both OOB and custom entities.
Recent Updates
Easily send emails to external domain users without CRM accounts, enabling smooth communication with everyone.
Embed shareable links in email templates for easy sharing of project updates & documents directly from the email body.
Users can encrypt confidential PDF files with a personalized password, offering both standard and advanced encryption options.
Users can schedule automated data exports at set intervals, sending Dynamics 365 CRM reports and templates directly to recipients without manual work.
Information Vault
Benefits of using Click2Export
Export reports in required the formats, giving users access to data in their preferred format for better decision-making.
Save time and effort by exporting multiple records at once, making it easier to manage large data sets efficiently.
Automates and schedules exports to run at set intervals, ensuring timely data delivery without manual intervention.
Create multiple templates with custom filters and add password protection for secure sharing with authorized recipients.
Supported On
Dynamics 365 CRM
On-Premises and Online | Dataverse
Features
Here’s How It Helps Simplify Document Export from Dynamics 365 CRM
Multi-Format Export Options
Export Dynamics 365 CRM data in various formats including PDF, MS Word, MS Excel, TIFF, and CSV, allowing users to select the required format for reports, documents, and templates.
Flexible Export Actions
Choose from multiple actions for exported files, such as attaching them to emails, storing them as notes in CRM records, uploading to SharePoint, or downloading them for offline access.
Workflow Automation
Automate the export process in CRM with workflows, triggering data exports and sending emails with attachments based on specific events
More Features
Click2Export from Subgrid
Exports related data from records directly from the subgrid with a single click using the ‘Click2Export’ button, streamlining the data export process.
Automated Email Sending
Allows the automatic email sending of exported files to designated recipients, streamlining communication and minimizing manual tasks.
Bulk Export Capabilities
Export multiple records to generate Word templates or SSRS reports for several records in a single action.
Export CRM Views Data in Table Format
Easily schedule and email CRM view data in various table layouts to designated recipients.
Export Related Records in Excel
Easily export related records to a customizable Excel template with Click2Export, allowing you to retrieve and display associated data with tailored columns.
Flexible Email Recipient Selection
Select email recipients from Users, Queues, Teams, Dynamic lookup fields, or Managers, with an advanced option to choose primary or secondary email addresses.
Streamline Reporting and Communication with 1-Click Automation!
testimonials
What Our Customers Are Saying?
Frequently Asked Questions
Click2Export enables users to export Reports/CRM Views/Document templates (Word, Excel, Email) with just a single click.
The exported data can be attached and emailed to respective recipients. Further, it can be stored as Note attachment in the respective Dynamics 365 records, uploaded to SharePoint and download for offline consumption.
Using ‘Schedule Reports’ feature in Click2Export, users can set a schedule for a defined period of time – daily, weekly or monthly – for which the data will be exported and emailed to the necessary recipients. They no longer have to manually export data every time.
Yes, by using Click2Export users can export Dynamics 365 CRM data in bulk with just a single click. And in case of Word Templates users can export around 20 records at once.
Reach out to us today to know more!
