Microsoft Dynamics 365 Apps for Sales & Customer Service CRM
Zap AutoNumber App
Easily generate user-friendly reference ID’s for your CRM records. - Unique Number generation - Insert random characters, random numbers, date-time - Functionality to generate Auto-Number even for existing records
Make best of your investment by building on what you already have. Easily add new capabilities to your existing Dynamics 365 CRM.
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Our Microsoft Dynamics 365 CRM Apps:
ZAP Email Parser
Create Dynamics 365 Sales leads, Support cases, or any other CRM record automatically by parsing email. Save hours of manual data-entry!
ZAP Helpdesk – Email to Case (**Flagship App**)
The ultimate Helpdesk App for Dynamics 365 CRM. Streamline Customer Service process and boost agent productivity!
ZAP Team Calendar
Manage all activities of team (tasks, phone calls, appointments) from a calendar view within Microsoft Dynamics 365 CRM!
ZAP Lead Qualify without Opportunity
Qualify lead to create or skip opportunity record by choice! No more forceful creation of opportunity record on lead qualification!
ZAP Attachment Viewer
View all attachments from emails as well as notes in a single place. No more infinite clicking and scrolling for finding attachments which are deeply buried within crm email activity and notes records.
Easily generate user-friendly reference ID’s for your Dynamics 365 CRM records. The ID can contain static string text, sequence number, random characters, random numbers, date-time as per the configuration.
What Clients Say…
We had been using Zap Email Parser for some time without any problems. Our partner sadly made some changes that broke the email parsing.
Zap teams support was fantastic. They promptly remoted in and fixed the problems with our system.
Impressed and appreciated – Thank you Julia & Co
We have setup Email Parser App in our Dynamics 365 CRM, so when inbound sales inquiries come through a webform on our site, that information is automatically populated as leads and email notification goes to the sales team. This automation helps us ensure that no enquiries go unanswered and are pushed to opportunity quickly.
As soon as we started using dynamics email-to-case, we notices process gaps with email. Helpdesk app was easy to install and configure. We found great help in the Knowledge Base and when we did need support great responses from the team. The automatic tracking of all our email communications with the customer was the best part (we had struggled a lot before we found this app).
Helpdesk App fixes huge and obvious deficiencies in Dynamics – the ability to automatically link an email to a case even if the subject text has been modified, and displaying all attachments on the case form. But there are bunch of less obvious cool features, for example Helpdesk App allows us to forward customer email to create new case and automatically link the customer to case (they cleverly extract the customer email address from email body text).
And as many have mentioned, the support from Zap team has so far been outstanding!
When working on support cases, it is very common to get into back-and-forth email communication with Customer. When support team is replying to Customer, they would normally change the case status to "Waiting for details" [...]
Canned responses can save support agents keystrokes on each case – saving time, sparing typos, and ensuring consistency in brand voice with a few clicks. They can also preserve mental bandwidth: agents spend their attention [...]