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