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Zap Report / View Scheduler
Send Multiple Reports in Email using Power Automate/Workflows + Schedule Reports , Views, Excel Templates, Word Document Templates + Save to SharePoint + Share in Teams + 1-Click Export Report (Manual) & Auto-attach to email! *******Now Password Encrypt PDF too (Sep 2024)*******
What all Zap Report Scheduler App for Power Apps / Dynamics 365 CE/CRM can do?
SCHEDULING + DOCUMENT AUTOMATION WORKFLOWS (FROM POWER AUTOMATE) + 1-CLICK EXPORT REPORT & AUTO-ATTACH TO EMAIL
Scheduling:
- Schedule Reports (Multiple Reports in single email)
- Schedule Views
- Schedule Excel Templates (Multiple Excel Templates in single email)
These reports can be emailed (or saved to SharePoint + shared in Teams) on periodic basis .
Provide Document Automation capability – using Power Automate / Workflow to:
- Send Multiple PDF/Excel output of Report in Email or Save to SharePoint (e.g. generating Invoice PDF document and sending in email automatically when invoice status changes to Paid) (Here PDF could be Password Encrypted too!!)
- Send Multiple PDF/Word output of “Word Template” in Email or Save to SharePoint
- Send PDF/ Excel documents in email to selected Customers / Partners on periodic basis
1-Click ability to Export Report (Manually) & Auto-Attach to Email / Auto-Embed in Email /Save to Share-Point/ Attach to Notes / Download (link)
Works With:
Product Features
Reports (Multiple) / View / Excel Template can be emailed based on Recurring pattern (Hourly / Daily / Weekly / Monthly)
Reports can be delivered inline in email or as an attachment
Reports can also be saved to SharePoint (Presently SharePoint Online supported). Learn More.
Reports can be shared in Teams Channel Learn More.
Report formats supported: PDF, Excel, CSV, Word, PPT, TIFF
PDF reports can be password encrypted (e.g. sending password encrypted PDF Invoices to Customers) (Release: Nov 24)
Reports can be sent to even external email addresses
Power Automate / Workflow capability to generate Word/PDF/Excel from Report (Send email with report attached / Attach report to Notes / Save report to SharePoint Online) {Now you can generate multiple reports together}
Power Automate / Workflow capability to generate Word/PDF Document from Word Template (Send email with report attached / Attach report to Notes / Save report to SharePoint Online) {Now you can generate multiple documents together}
Now Schedule Workflows too (can be executed in multiple batches which will reduce the load on Dynamics server) {New feature – Dec 2020}
Export Report (Manually) & Auto-Attach to Email / Save to Notes / Save to SharePoint / Download {New feature – Apr 2021}
Send PDF/ Excel documents in email to selected Customers / Partners on periodic basis {New Feature – Dec 2020}
Now can send multiple Excel Templates in single email (Most Requested feature)
Any user (with sufficient rights) can create a report schedule
Report runs under impersonation of user (only records to which user has access will be shown)
Ability to set the report parameters when creating report schedule
Bulk Scheduling feature – Ability to schedule single report to multiple CRM Users (optionally each one could recieve only their OWN records). Learn More.
99.99% Report Delivery guarantee (we have built an auto-retry mechanism to handle failure in case reporting server is busy executing multiple reports at same time)
Recent Updates
Now send password encrypted PDF reports (e.g. sending password encrypted PDF Invoices to Customers) (Release: Sep 24) (For details, refer blog link)
Automate sharing of generated report in Teams (For details, refer blog link)
Automatic Retry for Report Generation using “Schedule Report” option: If due to any reason (eg report server busy), report generation fails… then we provide the option to retry report execution again after 1 minute… and then again if it fails then after 10 minutes. This retry mechanism would guarantee 99.99% delivery.
LATEST TESTIMONIAL
Zap Report Scheduler App: Bulk Sending of Monthly Reports to Account Managers as well as statements and invoices to Customers – Absolute Tool for you!
Having struggled with long manual workarounds to email out invoices, statements and other reports in bulk, discovering the Zap Report Schedular App has massively improved our internal processes. We’re using it to automate bulk sends of monthly reports to our account managers as well as statements and invoices to customers. Being able to put a big button on a CRM form that you just have to press once to kick off a one-off send is a revelation. There’s no need to write code, you just need someone proficient in Sql Server Reporting Services and you’re done. The sales and support teams are incredibly helpful and I always have a response within half an hour.
If you have a requirement to automate the sending of an SSRS report – or multiple reports (yes you can send the outputs of more than report on the same email!) – this is absolutely the tool for you. There’s nothing else like it out there. Get it now, you won’t regret it.
– Julia Streatfield, Confederation of British Industry (CBI)
Feature Highlight #1: Export Report as PDF/Excel using Power Automate / Workflow (e.g. Sending PDF invoices to Customer when invoice status changes to Paid)
Feature Highlight #2: Send Password Encrypted PDF to Customers using Power Automate / Workflow
Feature Highlight #3: Schedule Multiple “Reports” to receive in Email / Save to SharePoint / Save to Notes
Feature Highlight #4: Schedule Multiple “Excel Templates” to receive in Email / Save to SharePoint / Save to Notes
Feature Highlight #5: Scheduling View
Feature Highlight #6: Mobile Friendly Report – Option to send report inline in email body
Feature Highlight #7: Export Report (Manually) & Auto-Attach to Email / Save to SharePoint / Save to Notes
Feature Highlight #8: Generate Multiple Documents (Word/PDF) from Word Template
Feature Highlight #9: Automate saving of Report to SharePoint
Feature Highlight #10: Automate sharing of Report to Teams
Feature Highlight #11: Built-in Retry Mechanism – 99.99% Report Execution Success
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 Report Scheduler FAQ
No. Zap SSRS Report Scheduler App works natively from within CRM and no data is sent to any external system. We use CRM reporting services api to generate the report and then deliver it through email (all execution done from within CRM)!
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