What’s New!
This section includes the latest updates in the app.
- Support to replace default primary Email ID with other available secondary email IDs and mail exported CRM data
- Support to perform Click2Export function at subgrid level
- Ability to append Date-Time field's data in custom Date-Time formats to the file name while exporting the report
- One click export tool for Dynamics CRM Reports/Word/Excel/Email Templates (CRM Views Data)
- Multiple file formats supported – PDF, MS Word, MS Excel, CSV & TIFF format
- Support for Fetch based reports
- Multiple export options supported – Download File, Email Attachment, Auto send Email, attach as a note or upload on SharePoint
- Configure report parameters and filter criteria for reports
- Create multiple templates with different filter options and parameter values for the report
- Individual or Organizational report both can be exported
- Available to export the report for a single record or multiple records with one click
- Email templates can be specified in Default Email templates for generating the email for the Email option
- Easily upload the exported report file on SharePoint
- Automate the process of exporting the Dynamics 365 word template/report template with required action to be performed for selected entity record using Click2Export workflow
- SSRS/Word/Excel/Email Template (CRM Views) Automation/Scheduling for On-Premise & Online
Last modified 3mo ago