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.

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

Last updated 2 months ago