click2export export tool for dynamics crm reports
DESCRIPTION
SOLUTION DETAILS HTML WEB RESOURCES BULK EXPORT REPORTS CONFIGURE REPORT TEMPLATES FOR FILTERS & PARAMS CRM 2011 & ABOVE ON-PREMISE, ONLINE, HOSTED SUPPORT FOR SQL & FETCH REPORTSTRANSCRIPT
![Page 1: CLICK2EXPORT EXPORT TOOL FOR DYNAMICS CRM REPORTS](https://reader035.vdocuments.us/reader035/viewer/2022062306/5a4d1b7f7f8b9ab0599ba54d/html5/thumbnails/1.jpg)
CLICK2EXPORTEXPORT TOOL FOR DYNAMICS CRM REPORTS
![Page 2: CLICK2EXPORT EXPORT TOOL FOR DYNAMICS CRM REPORTS](https://reader035.vdocuments.us/reader035/viewer/2022062306/5a4d1b7f7f8b9ab0599ba54d/html5/thumbnails/2.jpg)
FEATURES
One click export tool easily accessible throughout the system
PDF, Excel and Word supported
Attach to Email and Notes supported
Configurable parameters and filters
![Page 3: CLICK2EXPORT EXPORT TOOL FOR DYNAMICS CRM REPORTS](https://reader035.vdocuments.us/reader035/viewer/2022062306/5a4d1b7f7f8b9ab0599ba54d/html5/thumbnails/3.jpg)
SOLUTION DETAILS
HTML WEB RESOURCES
BULK EXPORT REPORTS
CONFIGURE REPORT
TEMPLATES FOR FILTERS &
PARAMS
CRM 2011 & ABOVE
ON-PREMISE, ONLINE, HOSTED
SUPPORT FOR SQL & FETCH
REPORTS
![Page 4: CLICK2EXPORT EXPORT TOOL FOR DYNAMICS CRM REPORTS](https://reader035.vdocuments.us/reader035/viewer/2022062306/5a4d1b7f7f8b9ab0599ba54d/html5/thumbnails/4.jpg)
ACCESSIBILITYON THE ENTITY FORM ONE-CLICK ACCESS TO THE REPORT OF CHOICE
ON THE ENTITY HOME PAGE TO EXECUTE THE REPORT OF CHOICE FOR MULTIPLE RECORD SELECTION
![Page 5: CLICK2EXPORT EXPORT TOOL FOR DYNAMICS CRM REPORTS](https://reader035.vdocuments.us/reader035/viewer/2022062306/5a4d1b7f7f8b9ab0599ba54d/html5/thumbnails/5.jpg)
CLICK2EXPORT INTERFACE
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EXPORT OPTIONSSPECIFY THE PARAMTER VALUES AT RUNTIME AND SAVE FOR FUTURE USE
MULTIPLE ACTIONS SUPPORTED
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CONFIGURE REPORT TEMPLATES
SPECIFY THE FILTERS FOR THE REPORT THAT WERE PROVIDED THROUGH PRE-FILTERING DURING REPORT EXECUTION
DESIGN REPORT TEMPLATES FOR CRM REPORTS TO BE AVAILABLE FOR CLICK2EXPORT
![Page 8: CLICK2EXPORT EXPORT TOOL FOR DYNAMICS CRM REPORTS](https://reader035.vdocuments.us/reader035/viewer/2022062306/5a4d1b7f7f8b9ab0599ba54d/html5/thumbnails/8.jpg)
CONFIGURE REPORT TEMPLATESDEFAULT VALUES FOR REPORT PARAMS
HELP TEXT FOR PARAM VALUES EXPECTED BY THE REPORT
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CLICK2EXPORT CONFIGURATION
SETUP PRODUCT WIDE DEFAULTS
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REPORT EXPORTED AND ATTACHED TO EMAIL
EMAIL BODY PRE-POPULATED USING THE EMAIL TEMPLATE PROVIDED AND SAVED AS DRAFT
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REPORT EXPORTED AND ATTACHED AS NOTE TO PRIMARY RECORD
AVAILABLE IN THE NOTES SECTION OF SOCIAL PANE
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REPORT EXPORTED AND AVAILABLE FOR DOWNLOAD
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Thank You…For further enquiry and
questions, contact us at,
Website: www.inogic.com Email: [email protected]
Skype: [email protected]: @inogic