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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 Power Apps / Dynamics 365 Email activity records.
Zap Attachment Viewer App provides a consolidated view of all attachments in emails as well as notes for a particular record. This list is displayed in a Web Resource which can be manually added to any form! (By default we automatically add this to forms of Account, Contact, Opportunity and Case).
New Feature (July 2020): Now can filter the attachment list by email!
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 (lead / case or any other entity) which may also have attachments.
Now in-order to view / access attachments, below are the typical steps you would follow:
- From within the entity form, open a particular email record(in Dynamics 365 / Power Apps)
- Scroll to the attachments area
- Click to open the attachment record
- Finally click to download the attachment
Repeat the above steps through all the tracked emails (or linked notes) until you can find the attachment that you are looking for…
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
Centralized View
Attachment Viewer consolidates the attachments from sent emails, received emails as well as notes in to one single place. The files are neatly sorted based on created-on date.Attachment Actions
You can perform below actions on the attachments from within Attachment Viewer:- Open linked email: You can open the email / notes related to the attachment using this option
- Download attachment: To download the attachment, click on the attachment name
Preview Attachments (New feature: March 2020)
You can preview attachments directly without the need for downloading. Please note that the preview feature is available only for attachments of type image or pdf.Filter Attachments By Email (New feature: July 2020)
Attachment Viewer shows all attachments from tracked emails. We have now added the ability to filter the attachment list by Email.
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
How to view/preview consolidated list of all attachments within email or notes (tracked against a record) using @ZapObjects Attachment Viewer App for Dynamics 365 for Sales, Customer Service or Power Apps (Modal Driven)
In Microsoft Dynamics 365 CE for Sales and Customer Service, 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 [...]
Now Preview attachments without the need to download using Zap Attachment Viewer App for Dynamics 365 Sales and Customer Service
Zap Attachment Viewer App provides a consolidated view of all attachments in emails as well as notes for a particular record. This list is displayed in a "Web Resource" which can be manually added to [...]
How to download attachments with fewer clicks in Microsoft Dynamics 365 for Sales and Customer Service CRM using free Zap Attachment Viewer App
In Microsoft Dynamics 365 for Sales and Customer Service CRM, 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 [...]