How to Export and Share PDF Reports from Activity Entity in Dynamics 365 CRM?
Anna, a marketing coordinator, faced challenges in sharing detailed reports with the sales team using Dynamics 365 CRM. The CRM allowed PDF generation for certain entities but not for activity entities like emails and appointments. To solve this issue, Anna used Click2Export, an app that simplifies the process of exporting and sharing reports in multiple formats. With Click2Export, Anna was able to create custom PDF report templates and export them with just one click. She could attach the reports to new emails and send them directly to the sales team. This streamlined the collaboration process and saved time for Anna's team. Click2Export offers universal accessibility, improved collaboration, time efficiency, and enhanced security.
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