What’s New!

This section includes the latest updates in the app.

Version 9.0.1.33

• Provision to share CRM record links along with predefined content in the email body with just a click of a button.

Version 9.0.1.30

• Users can encrypt the confidential files with personalized or dynamic passwords. Only for the templates that support PDF format.

• Export data from multiple records into a single PDF document using a word template.

Version 9.0.1.29

Features

• Provision for users to send emails to customers/users with G-Mail, Yahoo accounts, etc.

• Users can export related records as an Excel document. For example, this helps users utilize the Excel template to retrieve record information associated with their related records.

Version 9.0.1.19

Features

• 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

Version 9.0.1.8

Features

• Ability to append Date-Time field's data in custom Date-Time formats to the file name while exporting the report

Version 9.0.1.6

Features

• 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

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