Customer Testimonial | Power of 1 Click to Schedule, Export and Email Reports/Templates in D365 CRM!


Rolf Van Rijn, a client of Red Diamond Coffee and Tea Company, has been using Click2Export, a productivity app, for years. He praises the app for revolutionizing their reporting process in Dynamics 365 CRM. With just one click, they can schedule, export, and email reports/templates, saving time and boosting productivity. Click2Export allows users to export data in five different file formats and schedule exports at regular intervals. To learn more, you can download a 15-day free trial from their product page or Microsoft AppSource. For further assistance, you can reach out to them at crm@inogic.com. Follow them on social media for updates and subscribe to their YouTube channel.


Video 17m

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