Zap Attachment Viewer
Zap Attachment Viewer App offers a consolidated view of all attachments in emails as well as notes for a particular record.
In Microsoft Dynamics 365 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 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 CRM)
- 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.
Here Zap Attachment Viewer App can help…
Please note that this is a free app brought to you by Zap Objects! Please leave us good comments on Appsource, if you like the App! Thank You! 🙂
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.
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
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 email@example.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 Attachment Viewer FAQ
Related Blog Posts
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 [...]