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

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
Last modified 6mo ago