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

Version - 2021-03-22


  • 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 9mo ago