A very common requirement when using Dynamics 365 Sales & Customer Service has been to generate invoice through Power Automate OR Workflow and sending it to Customer automatically via [...]
Using Zap PSA Case Time Tracking App, users can track time spent on working on Support Cases, task, phone call or email in One click! Lets see how: 1. [...]
Zap Attachment Viewer offers a consolidated view of all attachments from notes, emails as well as portal comments in a single place within the Dynamics form. Besides you could [...]
How many CLICKS it takes to Run & Download a report and send that across to Customer in Email? Example Use Case: Generate Report: "Resolved Cases in past 7 [...]
Duplicating of record is one of those nifty features that doesn’t exist in PowerApps / Microsoft Dynamics 365 for Sales / Customer Service out-of-the-box. Using Zap Copy Record App you can [...]
In Dynamics 365 for Sales, Customer Service or Power Apps, you can tag user/s in Posts in Timeline of Accounts, Cases, Leads, Opportunities or any entity . Now, when [...]
Zap Attachment Viewer App offers a consolidated view of all attachments from notes, emails as well as portal comments in a single place within the Dynamics 365 form. Along [...]
As many of us continue to work remotely, we are using Microsoft Teams, to collaborate with colleagues more than ever before. Wouldn't it be great if we can have [...]
In Microsoft Dynamics 365 CE / Power Apps, you can attach documents (or any other file) to notes (one attachment per note can be attached). Further, you can also [...]
Zap Report / View Scheduler App allows you to schedule Reports to run at regular interval (Daily / Weekly / Monthly) and deliver in email / upload to SharePoint. [...]
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