Zap Email Reader2020-07-26T08:20:09+05:30

Zap Email Reader

Now read your emails within Power Apps / Dynamics 365 using Zap Email Reader App’s Outlook-like interface. Save unnecessary clicks by using built-in reading pane!

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!

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Product Features

  • 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

General FAQ

Can I trial Zap Apps?2018-04-19T17:08:07+05:30

Yes, all our Zap Apps come with a 15-day trial. Please note that there is no functional difference between trial and licensed version.

How do I start trial?2018-05-16T18:39:54+05:30

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 if you have any questions.

How do I purhcase a Zap App?2018-04-19T17:10:23+05:30

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.

How do I find number of enabled CRM Users?2018-04-19T17:08:36+05:30

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.

How do I get license for free Zap Apps?2018-04-19T17:10:40+05:30

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 Email Reader FAQ

Does Email Reader work with Dynamics 365 for Phones App?2019-06-18T16:52:31+05:30

Yes, email reader is compatible with Dynamics 365 for Phones app too and displays emails in very user friendly readable format even on phones!

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Related Blog Posts

Does your Support Team gets lost in reading the Email history in Case form when using Social Pane or Timeline View? Try out @ZapObjects Email Reader App for @MSFTDynamics365 for Customer Service & Sales CE / CRM… Now available @MSFTAppSource

Any Case / Ticket Resolution process normally goes through a series of back-and-forth email communication between the Customer and your Support Team. Your Support Team actually spends most of their time in reading the email [...]

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