How to Schedule and Share Password-Protected Documents from Dynamics 365 CRM!
Sales reps often spend a lot of time manually exporting data for reports in Microsoft Dynamics 365 CRM. Click2Export is a powerful tool that makes exporting data and documents easy and efficient. It allows users to export reports in different formats, attach exported files as notes, upload them to cloud storage, automatically send them via email, or download them for offline use. Click2Export also supports scheduling regular export tasks and sending updates to external contacts without CRM accounts. Additionally, it offers password encryption for secure document sharing and a share option for email templates. Overall, Click2Export streamlines data extraction, improves communication, and enhances productivity in CRM workflows.
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