Automate Exports in Dynamics 365 with Click2Export! 🌟#AdventWithInogic #advent #day7
Click2Export is an app for Microsoft Dynamics 365 CRM that automates exports, saving time and increasing productivity. It allows for one-click exporting of reports, CRM views, and document templates in various formats like PDF, Word, Excel, CSV, or TIFF. The app also offers seamless file attachments, including attaching files as notes to CRM records, uploading to SharePoint, auto-sending via email, downloading for offline access, and sharing password-protected files. Click2Export enables the use of email templates for instant communication and allows for automation of recurring export actions. With scheduled actions, data management can stay on track during the busy holiday season. Simplify, automate, and celebrate efficiency with Click2Export this Christmas!
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