Export Email Template (CRM Views Data)

Schedule and send CRM views data in different table layouts via email to the configured recipients. Set up a quick demo with our experts to export Dynamic 365 CRM templates and views in just one click.

Email Templates can be exported for a View. Go to the entity for which you have configured Email Template and click on Click2Export button.

• The options for entity will be listed specific to the Views for which Email Templates have been created. Select the configured View you want to export --> Click on OK.

• Once export is complete a confirmation message will pop-up.

• Here, you can see the email window with email drafted along with the View details in tabular form.

You can read more about Action and Email Section from here.