CLICK2EXPORT
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CLICK2EXPORT
CLICK2EXPORT
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Aim:
Easily export any Dynamics 365 report/word/excel template with single click and
attach it to an email, auto send Email with an attachment, attach as a note, upload
to SharePoint or download it.
Features:
One click export tool for Dynamics CRM Reports/Word/Excel Templates
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 Template Automation/Scheduling for On-Premise &
Online
Supported Versions:
Versions - Dynamics CRM 2013 & above, Microsoft Dynamics 365
Deployment Models - On-Premises, Online and Partner Hosted
CRM Classic Web Client as well as UCI
Tablet Client
Ease of Access:
Click2Export button has been added to grid as well as form ribbon of all entities
which are setup for export report functionality.
Configure Report Template
You need to setup report template for CRM reports/word/excel templates that you
need to use with Click2Export functionality.
You can specify the default filters to be used by the report along with the default
values for the parameters required by the report.
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Report Template
Word Template
Excel Template
Click2Export User Interface
Ability to export to 5 file formats i.e. PDF, Word, Excel, CSV and TIFF for Report
template, 2 file formats i.e. PDF and MS Word for Word Template and Excel format
for Excel template.
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Change Default Parameters at run time
Before exporting report, you have the ability to change parameter values. This helps
to run and export the report to be emailed, note attach, upload to SharePoint or
download with desired parameters from the user interface
Actions supported
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Set file name convention of exported file
You can specify the naming convention of the file that would be exported to include
entity field values like name of the record or any other field of that record.
Configure defaults for auto-sending emails
Attach Exported file as a Note to the record
The exported file in selected format will be attached to a note in the selected
record itself with the help of the note option.
Email Exported file
This option will allow you to provide the email template to be used in choose
template option for composing the email. The email is generated with the exported
file attached and will be saved as draft email in CRM. Also, Auto Send Email option
is available where user would be able to automatically send the email with the
attachment of exported file. Email Section is available to select the sender, receiver,
CC and BCC.
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Upload to SharePoint
This action will upload the exported template on configured SharePoint site in the
requested file format.
Download Report
This action will download the exported report in the requested file format
Create Workflow
Click2Export supports exporting Dynamics 365 CRM Reports/Word Templates with
the workflow. This helps the user to automate the process of exporting
Reports/Word Templates rather than clicking on Click2Export button every time.
Workflow gets triggered based on the options:
1. On Demand
2. On the change of various automatic processes e.g. Record status changes.
The user can select the required action i.e Attach as a Notes, Attach as an Email or
Upload to SharePoint to run the of workflow after exporting the Dynamics CRM
Reports/Word Templates.
Word Template
Report Template
Schedule Reports
Set schedule to export and auto send Reports/Word/Excel Templates as email
attachments at regular intervals.
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Contact Us:
INOGIC (MUMBAI - INDIA)
M/S. INOGIC TECH (INDIA) PVT. LTD.
A/301, Everest Nivara InfoTech Park,
TTC Industrial Area, MIDC, Turbhe
Navi Mumbai, Maharashtra 400705
INDIA
E-mail: [email protected]m
Skype: crm@inogic.com
Twitter: @inogic
