Click2Export Export & Email Dynamics 365/CRM Reports/Word/Excel Templates in 1 Click www.inogic.com crm@inogic.com.

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Presentation transcript:

Click2Export Export & Email Dynamics 365/CRM Reports/Word/Excel Templates in 1 Click www.inogic.com crm@inogic.com

Key Features www.inogic.com crm@inogic.com Supported File Formats In 1 Click export; Report Templates to PDF, Excel, MS Word, CSV and TIFF. Word Templates to PDF and MS Word. Excel Templates to Excel. Actions Easily download File, Attach to Email, Auto send Email with Attachment, Attach as a Note or Upload to SharePoint. Bulk Export Reports can be exported for multiple records simultaneously. There are two types of selection modes – Per Record and Combine Record. Report Types Reports designed using FetchXML queries is supported. Both Individual or Organizational report templates can be exported. www.inogic.com crm@inogic.com

Key Features www.inogic.com crm@inogic.com Automate Exporting with Workflow Automate the exporting Dynamics 365 CRM Reports/Word Templates with required action for selected entity record using Click2Export Workflow Configurable Templates Create multiple templates for a single report with different filter options and parameter values supplied. Queries can also be edited. Schedule Reports Set schedule to export and auto send Reports/Word/Excel Templates as email attachments at regular intervals. www.inogic.com crm@inogic.com

Available For SUPPORTED VERSIONS DEPLOYMENTS MICROSOFT DYNAMICS 365 CRM 2013 AND ABOVE MICROSOFT DYNAMICS 365 CRM v8.2 AND ABOVE DEPLOYMENTS ON-PREMISES ONLINE PARTNER HOSTED www.inogic.com crm@inogic.com

Easy Interface with Export Options Multiple actions supported www.inogic.com crm@inogic.com

Configure Report Templates DEFAULT VALUES FOR REPORT PARAMETERS SPECIFY THE FILTERS FOR THE REPORT THAT WERE PROVIDED THROUGH PRE-FILTERING DURING REPORT EXECUTION HELP TEXT FOR PARAMETER VALUES EXPECTED BY THE REPORT www.inogic.com crm@inogic.com

Word Templates to Configure Click2Export Word Template is present under settings in Document Templates for required Record Type. www.inogic.com crm@inogic.com

Configure Excel Templates www.inogic.com crm@inogic.com

Click2Export Configuration www.inogic.com crm@inogic.com

Attached To an Email/Auto Send Email Exported Report EMAIL BODY IS PRE-POPULATED USING THE EMAIL TEMPLATE PROVIDED AND SAVED AS DRAFT Attached To an Email/Auto Send Email www.inogic.com crm@inogic.com

Attached as a Note to Primary Record Available for Download Exported Report Attached as a Note to Primary Record Available for Download www.inogic.com crm@inogic.com

Exported Report Upload to SharePoint www.inogic.com crm@inogic.com Upload the exported template on configured SharePoint site in the requested file format. Upload to SharePoint www.inogic.com crm@inogic.com

Automation to Export Word Template and perform action on selected entity record with Click2Export Workflow www.inogic.com crm@inogic.com

Automation to Export Reports and perform action on selected entity record with Click2Export Workflow www.inogic.com crm@inogic.com

Schedule Reports www.inogic.com crm@inogic.com

Schedule Reports www.inogic.com crm@inogic.com

Next Steps Learn more about Click2Export today. Get your free Click2Export trial now! Get started with Click2Export Videos Website www.inogic.com Email: crm@inogic.com www.inogic.com crm@inogic.com