How to create Case when customer sends email to Support Agent’s mailbox instead of Generic Support Mailbox when using @ZapObjects Helpdesk – Email to Case App for Dynamics 365 for Customer Service?
By setting up Email-to-Case in Dynamics 365 for Customer Service, you can automatically convert an incoming email to Case. This way all emails sent by customer to your support queue [...]
Now receive In-App Notifications in Real-Time – Power Platform May 2023 Release Wave 1- Try @ZapObjects In-App Notifications App for Power Apps, Dynamics 365 for Sales & Customer Service
The Power Platform 2023 Release Wave 1 has a whole bunch of new features. One of them is an exciting improvement in In-App Notifications feature... Microsoft released In-App Notifications feature [...]
Automatically generate Invoice PDF (from Report) through Power Automate OR Workflow and send in email to Customer when using @ZapObjects Report Scheduler App for Dynamics 365 CRM For Sales and Customer Service
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 email. [...]
How to track Time across Cases or Activities in One-Click when using Zap PSA Time Tracking App for Dynamics 365 for Sales, Customer Service
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. Easily [...]
How to view attachments from related entities (e.g. viewing attachments from Cases within Account form) when using Zap Attachment Viewer App for Dynamics 365 CE / PowerApps
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 easily [...]
1-Click Export of Report to PDF + Auto-Send in Email (Save 14-15 Clicks!) using Zap Report / View Scheduler App for Dynamics 365 for Sales, Customer Service & Power Apps
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 days" [...]
Now Create Opportunity From Case – using Zap Copy Record App for Dynamics 365 for Sales, Customer Service & Power Apps
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 copy, [...]
Generate In-App Notification when User is tagged or mentioned in Timeline when using Zap Notifications App for Dynamics 365 for Sales, Customer Service & Power Apps
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 the [...]
How to drag-and-drop multiple attachments to Notes easily when using @ZapObjects Attachment Viewer App for Dynamics 365 for Sales, Customer Service and PowerApps
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 with [...]