What’s New!

This section includes the latest updates in the app.


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


  • 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.



  • 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.



  • 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

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

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