# What’s New!

## Version 9.0.1.44

* Users can group multiple reports/templates into a Report Template Collection and export them together

## 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.

## Version 9.0.1.30

* 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.

## Version 9.0.1.29

### Features

* 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.

## 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

### **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

{% hint style="success" %}
For further queries, reach out to us at <crm@inogic.com>
{% endhint %}


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