If you’re managing sales, support, or operations using Dynamics 365 CRM, you’ve likely run into this question:
“How can I export and email my reports or CRM views automatically?”
Maybe your manager needs a weekly sales report. Or you want to share a list of open cases with the support team. But each time, you find yourself downloading files, formatting data, and sending emails manually.
It’s tedious. It’s time-consuming. And let’s be honest it’s easy to forget.
So, what can you do instead?
In this post, we’ll explore what Dynamics 365 offers natively and how you can automate report exports and emails with ease (no code or Power Automate needed).
Why Can’t You Automate Report and View Emails in Dynamics 365 CRM?
Here’s what you can do natively in D365:
- Manually Export SSRS reports to formats like PDF, Excel, or Word.
- Export CRM Views (like a list of Opportunities) to Excel.
- Run reports on demand from the Reports menu.
But here’s what’s missing from the native experience:
- No way to schedule exports
- No built-in option option to automatically email reports or views
- No built-in way to trigger exports based on CRM actions
Even Power Automate doesn’t support automated export of SSRS reports or CRM views without complex workarounds using custom connectors or plugins.
The Smarter Way: Automate Reports with Click2Export
Click2Export is a productivity app designed for Dynamics 365 CRM that simplifies and automates your reporting tasks. With just a few clicks, you can:
- Export SSRS reports, CRM Views, Word, Excel, and Email templates
- Save them in PDF, Excel, Word, CSV formats
- Automatically email these exports to selected users or teams
- Schedule exports on a recurring basis
- Trigger exports based on CRM events (like status changes, record updates, etc.)
With Click2Export, you can:
| Task | Native CRM | With Click2Export |
| Export report to PDF | Manual | Automated |
| Export view to Excel | Manual | Automated |
| Email report on schedule | ||
| Trigger email on CRM update | ||
| Save exports to SharePoint/Teams |
Supported Export Scenarios with Click2Export
Click2Export simplifies your reporting needs within Dynamics 365 CRM. Here’s how it helps:
- Export Dynamics 365 report to Word for easy editing and documentation
- Email Dynamics 365 report Word/PDF version directly from CRM
- Export Dynamics 365 Word template data in the desired format
- Save Dynamics 365 reports as PDF or CSV to SharePoint or Notes automatically
- Export Dynamics 365 reports in bulk
- Set up scheduled exports to eliminate manual effort
Everything works seamlessly inside Dynamics 365 — no app switching, no extra logins.
Who Can Benefit from Report Exports?
Whether you’re in sales, finance, customer support, or operations, exporting reports from Dynamics 365 can help:
- Sales teams can export customer proposals and email them quickly
- Finance teams can save quarterly reports in PDF for audits
- Service teams can share case summaries with clients in Word format
- Operations teams can export dashboards and reports to CSV for deeper analysis
Exporting Reports Shouldn’t Be a Struggle
If exporting reports from Dynamics 365 feels like a chore, Click2Export takes the pain away.
Whether you want to email a Dynamics 365 report as a PDF, save it as a Word document, or export a CRM report in CSV, Click2Export gets it done with minimal effort.
Start exporting reports your way, quickly, automatically, and in the format you need.
Install it from our website or Microsoft AppSource now and get a 15-day free trial.
The post Export & Email Dynamics 365 CRM Reports to PDF, Word, or Excel Automatically: A Complete Guide appeared first on CRM Software Blog | Dynamics 365.
