Simplify Exports in Dynamics 365! 🌟#AdventWithInogic #advent #day7
Simplify your exporting needs in Dynamics 365 CRM with Click2Export. This app allows you to export reports, CRM views, and document templates with just one click, saving you time. It offers versatile export formats such as PDF, Word, Excel, CSV, and TIFF. You can seamlessly manage your exported files by attaching them as notes to CRM records, uploading them to SharePoint, auto-sending them via email, downloading them for offline access, or sharing password-protected files. Click2Export also allows you to send festive greetings along with your data by exporting views of configured entities into email bodies. With automation and scheduled actions, you can boost efficiency and stay on track during the busy holiday season. Simplify, automate, and celebrate efficiency with Click2Export this Christmas!
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