CLICK2EXPORT EXPORT TOOL FOR DYNAMICS CRM REPORTS.

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Presentation transcript:

CLICK2EXPORT EXPORT TOOL FOR DYNAMICS CRM REPORTS

FEATURES One click export tool easily accessible throughout the system PDF, Excel and Word supported Attach to and Notes supported Configurable parameters and filters

SOLUTION DETAILS HTML WEB RESOURCES BULK EXPORT REPORTS CONFIGURE REPORT TEMPLATES FOR FILTERS & PARAMS CRM 2011 & ABOVE ON-PREMISE, ONLINE, HOSTED SUPPORT FOR SQL & FETCH REPORTS

ACCESSIBILITY ON THE ENTITY FORM ONE-CLICK ACCESS TO THE REPORT OF CHOICE ON THE ENTITY HOME PAGE TO EXECUTE THE REPORT OF CHOICE FOR MULTIPLE RECORD SELECTION

CLICK2EXPORT INTERFACE

EXPORT OPTIONS SPECIFY THE PARAMTER VALUES AT RUNTIME AND SAVE FOR FUTURE USE MULTIPLE ACTIONS SUPPORTED

CONFIGURE REPORT TEMPLATES SPECIFY THE FILTERS FOR THE REPORT THAT WERE PROVIDED THROUGH PRE- FILTERING DURING REPORT EXECUTION DESIGN REPORT TEMPLATES FOR CRM REPORTS TO BE AVAILABLE FOR CLICK2EXPORT

CONFIGURE REPORT TEMPLATES DEFAULT VALUES FOR REPORT PARAMS HELP TEXT FOR PARAM VALUES EXPECTED BY THE REPORT

CLICK2EXPORT CONFIGURATION SETUP PRODUCT WIDE DEFAULTS

REPORT EXPORTED AND ATTACHED TO BODY PRE- POPULATED USING THE TEMPLATE PROVIDED AND SAVED AS DRAFT

REPORT EXPORTED AND ATTACHED AS NOTE TO PRIMARY RECORD AVAILABLE IN THE NOTES SECTION OF SOCIAL PANE

REPORT EXPORTED AND AVAILABLE FOR DOWNLOAD

Thank You… For further enquiry and questions, contact us at, Website: Skype: