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Zap Attachment Viewer (with Drag-and-Drop)
View/Preview all attachments from Notes, emails and portal comments in a single place. No more infinite clicking and scrolling for finding attachments in timeline view – which are deeply buried within notes/emails. Now even upload multiple attachments to notes using Drag-and-Drop!
Zap Attachment Viewer App provides a consolidated view of all attachments in notes, emails as well as portal comments for a particular record. This list is displayed in a Web Resource which can be manually added to any Dynamics 365 form! (most commonly used in Account as well as Case forms)
Completely Revamped (Apr 2023): This release doubles the features available earlier!!! Some of them are gallery view, drag-and-drop, rename file names, view attachments from related entities etc
In Microsoft Dynamics 365 CE / Power Apps, you can attach documents (or any other file) to notes (one attachment per note can be attached). Further, you can also track sent and received emails to the record (account/ case or any other entity) which may also have attachments.
Now there is no summarized view where you could see all the attachments linked to this record. The attachments could be in notes, linked emails and portal comments.
To view attachments, you may have to patiently scroll through the timeline view of the record … hide/unhide email threads …and may probably could get lost !
This is such a waste of precious time which your sales team could have utilized for selling or your support team for offering better customer service.
Works With:
Product Features
Related Entities
Now view attachments even from related entities (e.g. viewing attachments in Account form for active cases) {Feature released in Apr 2023}Detailed View
Attachment Viewer consolidates the attachments from notes, tracked emails as well as portal comments in to one single place. This is shown in a nice tabular view where you could easily sort and filter!Gallery View
A gallery view of all attachments with carousal like scrolling for easy preview of the attachments.Preview Attachments
Preview attachment without the need to download them. Further you also have the ability to resize the preview to full screen! (which cannot be done out-of-box). To preview attachment… click on the filename.
Please note that only files of type: image, pdf, text can be previewed.Rename Attachments
You can now easily rename file attachments which have been added to notes.Delete unwanted attachments easily
Ability to bulk delete attachments – of course controlled by Dynamics 365 permissions.Email Attachments
Users can easily select the attachments and have them attached to an email in a single click!Drag and Drop
Easily upload multiple files using Drag-and-drop to notes of any entity record.
General FAQ
Yes, all our Zap Apps come with a 15-day trial. Please note that there is no functional difference between trial and licensed version.
Download and install the app solution file. Browse to Zap Apps >> Zap License to open the license registeration page (Refresh the page, if “Zap Apps” is not visible in sitemap). Fill-in the details and click “Register” button.
This will automatically start your 15-day trial. Feel free to email support@zapobjects.com if you have any questions.
You can purhcase any of Zap Apps from our online store. If you have already taken the trial then just let us know your CRM organization name and we will activate the trial to paid license online (no need to uninstall and reinstall the solution).
If you have not yet installed the solution in production then proceed with installation and registeration… once done let us know the CRM organization name.
All our apps are licensed by user-tier which is based on the total number of enabled CRM Users. To find the enabled CRM users, browse to Settings >> Security >> Users and change the view to Enabled Users.
Zap Objects offers few apps as free for commercial use. In-order to get your free license, register the license profile online. (Refer licensing KB articles for more info)
Zap Attachment Viewer FAQ
Screenshots
Related Blog Posts
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