Zap Notifications/Alerts2021-02-16T14:38:04+05:30

Zap Notifications / Alerts

Get instant In-App Notifications / Alerts, make better business decisions!

Works With: Power Apps (Model Driven) | Dynamics 365 CE

Zap Notifications solution is designed to provide In-App Notifications for “Form Notifications” and “Bell Notifications” to users which helps them stay updated with latest information.

Before proceeding further, first lets get the terminologies correct:

Form Notifications are usually displayed on the form when user opens a record!

There are 2 types of Form Notifications :
1. Fixed Form Notification: This type of Notification can be added to any Dynamics 365 record and shows up when the record form is opened. These are static in nature.
E.g Displaying a message “The account is on credit-hold. Please contact finance team for more info.”

2. Conditional Form Notification: This type of Notification can also show up when a Dynamics 365 record form is opened. The only difference in comparison to fixed Notification is that… these are dynamic in nature… Here you specify conditions and only if the condition matches the record being opened will the Notification be shown!
E.g. Show on-going discounts for all open opportunity records with Estimated Revenue greater than $5000 during the sale period!

Bell Notifications are displayed in top-right corner when bell icon is clicked. You can setup and control which notifications you get.

There are 3 types of Bell Notifications:

1. Trigger Bell Notification: This type of notification can be triggered when a specific event occurs: eg Notify the user when case/lead is assigned.

2. General Bell Notification (One-Time): These are like Announcements which can be added manually or through a workflow and are not based on any condition or trigger…!
Eg if Admin wants to create a one-time notification regarding planned system down-time then can create a general notification!

3. Follow-Up Bell Notification (Recurring): These notifications are generated periodically based on the filtered query (View or Fetch XML) that you setup. For example if you select filtered query as “Opportunities which are approaching Est. Close date” and recurrence pattern as “Weekly” then every week the query would run and generate notifications for the matching opportunity records. The users (mostly the Opportunity Owner) would see the notification with the Opportunity details and could be reminded to follow-up… Thus making them pro-active and productive!

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Product Features

  • Easy to create notifications

  • View a history of notifications in case you missed any

  • Supported across system as well as custom entities

  • Compatible with Dynamics 365 Mobile App

  • Multi-Language Compatible (Coming Up)

Bell Notifications

  • Bell Notifications are displayed globally (can be accessed from any place in dynamics 365 / powerapps)

  • Bell Notifications can be created automatically based on trigger (events in Dynamics 365/powerapps) or created manually (one-time) or created periodically (recurring)

  • Ability to track which Users have read/dismissed Bell notifications

  • Allow Users to set personal preferences on which alerts to be shown

  • Ability to set dismissible / non-dismissible alerts

  • Define different Notification levels (Critical, Information, Warning, Custom…) along with choice of color to indicate severity of message

  • Deep-Linking: Can directly open the record in Dynamics/Power Apps from the link in bell notifications. Eg opening the case directly from case assignment notification.

Form Notifications

  • Form Notifications can be displayed inline in-form or as pop-up

  • Form Notifications can be added manually to a record or dynamically based on filter condition

Feature Highlight #1: Notifications Unread Count displayed next to Bell Icon (Bell Notifications)

Feature Highlight #2: Bell Notifications displayed in right-side panel

Feature Highlight #3: Allow users to set preferences for which notifications they would like to see

Feature Highlight #4: Using Merge Fields when creating message for Trigger Bell Notification

Feature Highlight #5: Form Notifications (Can be displayed Inline and / or as Pop-Up)

Feature Highlight #6: Creating Conditional Form Notification

Feature Highlight #7: Multi-Language Compatibility

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)

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