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
- 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)
- 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)