Every Click Counts - Export Dynamics 365 Reports to Required Format in Just 1 Click

Business reports are a primary tool for many organizations to evaluate performance and strategize short-term and long-term goals. Organizations choose Dynamics 365 Customer Engagement for its smart reporting capabilities that enable users to analyze the enterprise data for actionable insights.

While reports are a powerful tool for many organization to evaluate performance and future planning, employees often spend a considerable amount of time preparing these reports which hamper productivity and create concern for most of the organizations.

But what if there was a way for exporting CRM reports in the required format with your required criteria in just one click?

What if there was a way to automate the process and reduce the number of clicks and time involved in exporting and emailing Dynamics 365 reports in format of your choice!

What if there was a way to automate the process and reduce the number of clicks and time involved in exporting and attaching Dynamics 365 reports as a note!

Guess what; there is a way!

A straightforward and effortless way to export and email Dynamics CRM reports in PDF, Word or Excel format; Click2Export! Not only this users can further save the exported reports or directly share it with colleagues by attaching it to an email or as a note to a record!

Click2Export is a One-click solution to export Dynamics 365 reports and email them or attach them as a note for required entity records. So, opt for an easy way of attaching the reports as notes in your CRM and thereby make your business process more efficient and productive.

Not just this, Click2Export also allow users to;

• Create multiple templates for a single report with different names
• Customize Report Parameter Values even during run-time ensuring that the exported report executes on those parameters
• Export and attach both Individual or Organizational report
• Export multiple reports simultaneously
• Decide whether to export combined report for all the selected records or one report per selected record

So what are you waiting for?

Give it a try with the 15 days free trial of a Click2Export solution that is available on the website and Microsoft Appsource to experience one-click solution to export your Dynamics 365 Reports