1) Can we run scheduling under multiple users at the same time?

Yes, you can do that. For more details, please click here.

2) We have done a sandbox copy of the production environment to a TEST environment and would like to work with 'Click2Export' solution in this new instance. What should we do?

For this, you need to delete the Inogic License Details record from your sandbox environment. After deleting the next step would be to activate the license.

To delete the Click2Eport license follow the steps given below:

  • Navigate to Advanced Find.

  • Select Inogic License Details in ‘Look for’ --> Click on Results button.

  • Select the Click2Export record and delete it.

3) Can I export and send weekly reports?

Yes, using 'Schedule Report' you can create a schedule job to export and send weekly reports.

4) Does Click2Export work for custom entities?

Yes, it works for both OOB and custom entities.

5) Can we convert SSRS report to different file formats?

Yes, you can convert it into different file formats such as PDF, Word, Excel, TIFF, CSV.

6) When I try to export Word/Excel template report I get the following error:

In order to avoid getting the above mentioned error you have to perform the following action - 'Set Credentials'. This is a prerequisite for exporting Word/Excel templates.

7) After importing Click2Export solution from website all the Processes of Click2Export is in a 'Draft/Deactivated' state. What to do?

Once the solution is imported, please follow the below steps to activate all the processes of Click2Export.

  • Click on the gear icon --> Select Advanced Settings.

  • Next, select Processes.

  • From 'All Process' View activate the process shown in the below screenshot:

8) What to do when we get error while uploading exported files to SharePoint?

While uploading exported files to SharePoint online from Dynamics 365 On-premise there are chances of facing the following error - 'Exited from GenerateReportOnPremise. Error: The permissions granted to user 'INT\<USER URL>-ASYNC' are insufficient for performing this operation. ---> Microsoft.ReportingServices.Diagnostics.Utilities.AccessDeniedException: The permissions granted to user 'INT\<USER URL>-ASYNC' are insufficient for performing this operation..'

In such a situation please ensure the correct server URL is provided while leveraging Click2Export's Upload to SharePoint functionality.

9) How to identify the number of users in my CRM that will be considered for licensing?

Step 1: Login to CRM and open the Sales Hub App

Step 2: Click on the Advance Find Option present in the right top corner (shown below)

Step 3: In the search bar, search for “User” keyword. Select the User entity and click on the Continue button

Step 4: Once clicked, a side panel will show up containing default conditions. Clear the condition by selecting “Delete all Filters” and apply the below conditions in the filter section as shown below

a. Status Equal Enabled

b. Access mode Equal Read-Write

c. Restricted Access Mode Equal No

d. Primary Email address Does not Equal crmoln2@microsoft.com

Step 5: Add a new related entity condition, where you will find the Security Role option under the Many to many sections as shown below.

Step 6: By default, contains data Operator will be selected which will retrieve only those users who have a security role assigned.

Delete the related entity field condition as shown in the screenshot below and then click on the Apply button to provide you with the list of respective users.

For further queries, reach out to us at crm@inogic.com

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