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Click2Export is a productivity add-on specifically designed for Dynamics 365 CRM and Power Apps. It streamlines the process of exporting data from the platform. It allows users to export various ty...
Click2Export is a niche but highly practical add-on for organizations deeply invested in Dynamics 365 CRM or Power Apps, especially those with recurring needs to export data and reports in various formats. Its standout feature is the ability to automate and schedule exports (including Word, Excel, PDF, and more) directly from within Dynamics, saving teams a ton of manual effort and reducing errors. However, it's not a standalone solution—it's only valuable if you're already using Dynamics 365, and its utility is tightly coupled to how much your business relies on regular data exports for reporting, compliance, or client communications. Pricing is reasonable for the time it saves, but smaller teams or those with infrequent export needs may find it overkill.
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This information is provided by Archways for guidance purposes only. While we strive for accuracy, specific details may need to be confirmed with the vendor.
Implementation is straightforward for Dynamics 365 admins, but may require initial configuration to align with custom entities or workflows; ongoing support is minimal once set up.
Best managed by CRM administrators or IT support with some involvement from business analysts to define export templates and schedules.
Handles high-frequency export scenarios well, but is most valuable when export volume or complexity justifies automation—overkill for occasional, ad hoc exports.
Conversational support, onboarding, automation
SaaS, fintech, PLG, high inbound support
5-500 agents
Chat, in-app, email, social
Contact sales to get pricing information