> For the complete documentation index, see [llms.txt](https://docs.inogic.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.inogic.com/click2export.md).

# Click2Export

[Click2Export](https://www.inogic.com/product/productivity-apps/click-2-export-microsoft-dynamics-crm-reports) is a powerful solution to export **Report/CRM Views/Document templates** from Dynamics 365 in a single click. With this tool, perform actions such as **Attach** the exported files as **Note**, **Upload** to **SharePoint**, **Attach** and **auto-send** in an **email** and **Download** for offline consumption. Export Reports in PDF, Word, CSV, TIFF and Excel format. Word template is exported in MS Word or PDF format, while Excel Template is exported in Excel format. Email Templates export the Views of configured entity in a tabular format and add it to an email body. Users can also automate the process of exporting and performing actions smoothly. Also, the same actions can be configured to trigger at regular interval.

### Download 15 days FREE TRIAL from our [website](https://www.inogic.com/product/productivity-apps/click-2-export-microsoft-dynamics-crm-reports) or [Microsoft AppSource](https://appsource.microsoft.com/en-us/product/dynamics-365/inogic.schedule-export-reports-views-document-templates?tab=Overview) today! Check out our[ Video Library](https://www.youtube.com/channel/UCM4V7ousgLSu1hbOEv4DUuQ?sub_confirmation=1) for more such videos on Click2Export!

{% embed url="<https://youtu.be/TC-qcpcjEok>" %}

{% hint style="success" %}
For further queries, reach out to us at <crm@inogic.com>
{% endhint %}

| Available for              | Deployment             |
| -------------------------- | ---------------------- |
| Dynamics 365 8.2 and above | On-Premises and Online |
| Dataverse (Power Apps)     |                        |


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