CLICK2EXPORT EXPORT TOOL FOR DYNAMICS CRM REPORTS.
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CLICK2EXPORT EXPORT TOOL FOR DYNAMICS CRM REPORTS
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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
Transcript of CLICK2EXPORT EXPORT TOOL FOR DYNAMICS CRM REPORTS.
CLICK2EXPORTEXPORT TOOL FOR DYNAMICS CRM REPORTS
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
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
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
CLICK2EXPORT INTERFACE
EXPORT OPTIONSSPECIFY THE PARAMTER VALUES AT RUNTIME AND SAVE FOR FUTURE USE
MULTIPLE ACTIONS SUPPORTED
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
CONFIGURE REPORT TEMPLATESDEFAULT VALUES FOR REPORT PARAMS
HELP TEXT FOR PARAM VALUES EXPECTED BY THE REPORT
CLICK2EXPORT CONFIGURATION
SETUP PRODUCT WIDE DEFAULTS
REPORT EXPORTED AND ATTACHED TO EMAIL
EMAIL BODY PRE-POPULATED USING THE EMAIL TEMPLATE PROVIDED AND SAVED AS DRAFT
REPORT EXPORTED AND ATTACHED AS NOTE TO PRIMARY RECORD
AVAILABLE IN THE NOTES SECTION OF SOCIAL PANE
REPORT EXPORTED AND AVAILABLE FOR DOWNLOAD
Thank You…For further enquiry and
questions, contact us at,
Website: www.inogic.com Email: [email protected]
Skype: [email protected]: @inogic
