About
Click2Export is a simple, one-click solution that makes exporting CRM views data from Dynamics 365 CRM fast and easy. With this app, you can export reports and data views in formats like Excel, Word, or PDF, saving time and effort.
You can even set it to export automatically on a schedule, Plus, sharing is seamless—download exports, send them in an email, save to SharePoint, or add as notes, all in just a few clicks.
Click2Export streamlines the whole process, so you spend less time on data administration and more on what matters.
Some of the key features are:
1. Export Report/CRM Views/Word/Excel templates in a single click.
2. Set a schedule and automatically export reports at regular intervals.
3. Support for bulk exporting of reports for multiple records simultaneously.
4. Encrypt PDF files with passwords and merge exported PDF reports of multiple records.
5. Email exported files to users with non-CRM accounts, such as Gmail or Yahoo.