Export Dynamics 365 Report to PDF/Word/CSV: Native Vs Click2Export

Sharing data from Microsoft Dynamics 365 CRM should be simple. Yet many teams struggle to export Dynamics 365 report to PDF, Word, or CSV formats. Doing it manually for each report is time-consuming and scheduling or exporting for multiple records can feel impossible, especially

In this blog, we’ll cover:

• Quick answers to the most common Dynamics 365 export questions
• The native limitations of Dynamics 365 report exports
• How Click2Export turns exporting and emailing reports into a one-click job

If your team spends hours exporting and formatting reports, this guide will show you how to save time, reduce errors, and simplify reporting with automation.

How to export a Dynamics 365 report to PDF?

You can export a Dynamics 365 report to PDF directly from the report viewer but it’s a manual process. For one-click exports, scheduling, or auto-emailing, tools like Click2Export make it effortless.

Native (Manual Method)

1. Open the report in Dynamics 365.
2. Click Export → PDF.
3. Download and share the file manually.

Limitations of Native Export

• No scheduling options.
• No auto-email functionality.
• Only one report at a time.

With Click2Export

• One click: Export a Dynamics 365 report to PDF from the ribbon or subgrid.
• Automate: Schedule PDF exports daily, weekly, or monthly.
• Instant email: Send PDF reports directly to users, teams, or external contacts.
• Secure: Apply password protection for sensitive reports.
• Use cases: Invoices, opportunities, case summaries, SSRS report snapshots.

Can I export Dynamics 365 reports to Word?

Yes! You can export Dynamics 365 reports to Word manually, and you can also use Word Templates for documents like quotes or contracts. However, the native options are limited. With Click2Export, the process becomes faster, more flexible, and even supports Word → PDF conversion.

Native (Manual Method)

• Run a report → Export → Word.
• Or use Word Templates to generate documents (quotes, contracts) you can download.

Limitations of Native Export

• No batch export support.
• No scheduled Word output.
• No built-in PDF conversion for templates.

With Click2Export

• One click: Export Dynamics 365 reports to Word instantly.
• Template support: Export Word Templates for any record, with optional PDF conversion.
• Formatting preserved: Keep advanced layouts, headers/footers, and mapped fields.
• Easy sharing: Email exported Word files directly to users, teams, or external contacts.
• Save options: Store Word reports in Notes or SharePoint automatically.

How to export Dynamics 365 report to CSV?

Yes, you can export Dynamics 365 data to CSV, but the native process is limited to exporting views and requires extra steps. For report-style CSVs, automation, and scheduling, Click2Export makes the process seamless.

When CSV Exports Are Useful

• Preparing raw data for Excel models and analysis.
• Uploading datasets into BI tools or data pipelines.
• Performing quick audits, reconciliations, or compliance checks.

Native (Manual Method):

• From a view → Export to Excel → choose static or dynamic file → save as CSV if needed.

With Click2Export

• One step: Export Dynamics 365 reports directly to CSV.
• Automation: Schedule CSV exports on a daily, weekly, or monthly basis.
• Instant sharing: Email CSV reports to stakeholders or teams.
• Storage options: Save CSV outputs automatically to SharePoint or Notes.

Can I email Dynamics 365 reports as PDF or Word directly?

Natively, no. In Dynamics 365, you must first export a report, save it locally, and then attach it to an email manually. With Click2Export, exporting and emailing happen in a single step.

Native (Manual Method):

1. Run the report → export to PDF or Word.
2. Save the file locally.
3. Compose an email → attach the file → send.

With Click2Export

• Choose format: Export reports to PDF, Word, or CSV.
• Choose recipients: Send to users, teams, queues, managers, or even external emails.
• Personalize: Use CRM Email Templates for the email body.
• Send instantly: One click, and the report is exported + emailed in real time.

Is there a way to export all Dynamics 365 reports at once?

Natively, no. Dynamics 365 only allows you to export reports one at a time, which can be tedious if you need multiple reports. With Click2Export, you can run bulk exports in just one action.

Native (Manual Method)

• Run and export each report individually.

With Click2Export

• Bulk selection: Choose multiple records at once.
• One action: Export all related reports together.
• Flexible formats: Generate outputs in PDF, Word, or CSV.
• Optional automation: Auto-email reports or save them to SharePoint/Notes.

Can I save Dynamics 365 reports directly in Word, PDF, or CSV?

Natively, no. In Dynamics 365 CRM, you must first download a report to your computer and then re-upload it wherever you need it. With Click2Export, reports can be saved automatically in multiple locations without extra steps.

Native (Manual Method):

• Export and download the report to your computer
• Re-upload it manually if you want to attach or store it elsewhere.

With Click2Export

• Save to Notes: Store reports directly on the related record
• Save as Email attachment: Send and save in one step.
• Save to SharePoint: Centralize reports for document management.
• Dynamic file names: Include account name, date, or owner in filenames automatically.

How to Export SSRS reports and CRM Views?

SSRS Reports:
Both native Dynamics 365 and Click2Export support SSRS reports. However, with Click2Export, you get advanced capabilities such as:

• One-click exports to PDF, Word, or Excel
• Scheduling SSRS report exports at regular intervals
• Auto-emailing SSRS reports to users, teams, or external contacts

CRM Views:
Natively, you can export CRM views to Excel or CSV, but it’s always a manual process. With Click2Export, you can:

• Schedule view exports automatically
• Email views as tables directly in the email body for quick sharing
• Save exported view files to SharePoint or Notes without manual uploads

Native vs. Click2Export (Quick Comparison)

Best practices for clean, reliable exports in Dynamics 365 CRM

• Name smartly: Use dynamic file names (e.g., Invoice_{Account}_{Date}.pdf) to keep exports organized.
• Filter first: Apply views or filters so reports stay focused and relevant.
• Pick the right format: PDF for final sharing, Word for editing, CSV for data analysis.
• Secure sensitive files: Protect finance, HR, or compliance reports with PDF passwords.
• Automate the routine: Schedule recurring exports like weekly pipeline reviews, month-end billing, or weekly case summaries.
• Store centrally: Save exports to SharePoint for versioning, collaboration, and access control.

Conclusion

You can export Dynamics 365 reports to PDF, Word, and CSV natively, but it’s manual, one by one, and easy to miss. If you want speed and consistency, Click2Export gives you one-click exports, bulk actions, scheduling, auto-emails, and secure saves, all inside Dynamics 365.

Stop wasting time on manual exports. Try Click2Export for your next report-to-PDF, report-to-Word, or report-to-CSV workflow and see how much time you get back.

Ready to simplify Dynamics 365 report exports? Explore Click2Export on AppSource or our website and start your 15-day free trial today.

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