Click2Export

Click2Export is a powerful solution to export Report/Word/Excel/Email 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 View 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.

Available for

Deployment

Dynamics 365 8.2 and above

On-Premises and Online

Power Apps & CDS