Zap Email Reader
(New Feature – Jan 2020: Introducing Email Reading Pane even for Queues. For details, refer blog)
Reading emails in Dynamics 365 CRM using classic Social pane (v8) or timeline control (Dynamics 365 v9) is not very user-friendly.
For example timeline control displays all activities in a chronological order with partial details of each email activity. This is helpful and works fine as long as there are few activities … however when the count starts increasing (which is normally the case)…reading through the activities especially emails is quite difficult. Further to view the email details, you would need to open each email activity record (which opens in a separate form)…thus increasing the number of clicks needed!
Zap Email Reader App on the other hand provides an Outlook like reading interface right within Dynamics 365 CRM. The reading pane allows easy reading of the email contents without the need to open up each email record!
Email Reading Pane can be added to Entity forms (Account, Case, etc), Dashboard (eg My Emails, Team Emails) and now even to Queues!
Outlook like familiar interface for reading email activities in CRM
Reading pane to view the email contents without the need to open each email record
Ability to preview attachment without the need to download
Ability to filter-out Email Signature image attachments – Reducing the attachments clutter
1-Click attachment download
Email “Regarding” can be updated
Search control to filter-out emails matching search keyword
Ability to format Email Recipients with Name + Email Address (Instead of just Contact Name)
Ability to rollup Email Activities from child entities to parent record (can select which all child entity email activities to rollup)
Ability to view email activities not just based on “Regarding” but also “Participant List”
Mobile / Tablet Friendly
Feature Highlight #1: Zap Email Reader “Web Resource” embedded in Account Form
Feature Highlight #2: Zap Email Reader showing “My / All Emails” embedded in Dashboard
Feature Highlight #3: Zap Email Reader – Adding Reading Pane to Queues
Feature Highlight #4: Zap Email Reader – Preview Attachments
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 firstname.lastname@example.org 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 Email Reader FAQ
Yes, email reader is compatible with Dynamics 365 for Phones app too and displays emails in very user friendly readable format even on phones!
Related Blog Posts
Filtering Email Signature Images, Previewing Attachments, Formatting of Email recipients,… And many more features added to latest version(March 2020) of Zap Email Reader App for Dynamics 365 Sales and Customer Service
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