What’s New!
This section includes the latest updates in the app.

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 - 2021-03-22

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
Copy link
On this page
Version 9.0.1.19
Features
Version 9.0.1.8 - 2021-03-22
Features
Version 9.0.1.6
Features