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.

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

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