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ReportHOW CAN I EXPORT CLIENTS LIST WITH ADDRESS, EMAIL, INCLUDED?
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HOW CAN I EXPORT CLIENTS LIST WITH ADDRESS, EMAIL, INCLUDED?
THANK YOU!
Hi,
Customers play a vital role in the success of any business. We have heard that Network is net worth, which holds true as a happy customer would also bring in more customers. And understanding the key importance, the stakeholders might often want to monitor the client list on weekly or monthly basis. This is where our solution Click2Export comes handy. In Dynamics CRM Accounts and Contacts comprise of the clients and using our solution one can configure it as such to schedule a weekly or monthly email to send the Client List as an attachment to the respective Managers or Stake Holders. Click2Export comes with such bouquet of amazing features and we would request you to give it a try.
For further details or queries feel free to reach out to us at crm@inogic.com
Thanks!
Customer list? Run a report in RMS Manager and export the report to Excel.
The easiest way is to just use a sql query either with Store Operations Administrator, SQL Server Management Studio, or Azure Data Studio. In the query below you do not need the where clause, but I am using that as an example to show you how to filter out records with blank values if you have a lot of those.
If you are not familiar with sql these sites may be helpful, the second link has some of the tools I listed above:
www.w3schools.com/.../sql_intro.asp
docs.microsoft.com/.../language-reference
SQL Query: https://pastebin.com/TuBAD4bp
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