+1.571.250.7070
Do you have visibility of Case Updates (email received / sent, status changed, priority updated, portal comment added,…) when using Dynamics 365 for Customer Service? – Lets see How Zap Helpdesk can help!
In the context of Customer Service / Case Management, how do you achieve that your support agents see updates on Cases? For example, if an email was received for a [...]
Explaining WEB-TO-CASE feature when using Zap Helpdesk – Email to Case App for Dynamics 365 for Customer Service
Zap Helpdesk Email-to-Case Solution provides a very powerful Email-to-Case functionality which has been built on top-of Dynamics 365 for Customer Service platform. To get a high level overview of the [...]
Now Generate Report as per schedule and share the Download link in Teams Channel automatically – when using Zap Report Scheduler App for Dynamics 365 Sales, Customer Service & Power Apps
It is a common practice for users to receive daily / weekly reports from Dynamics 365 Sales or Customer Service in email. This way they are kept updated with all [...]
How to alert Users with important information about Customer – on form-opening – when using Zap Notifications App for Dynamics 365 Sales, Customer Service or Power Apps
There are a number of use-cases where you may need to alert your Sales / Support users with some important information about the Customer. Few examples below: Message: "Always address [...]
How to edit, drag-and-drop, clone, assign, mark complete activities easily using a Calendaring interface – when using Zap Calendar Pro App for Dynamics 365 Sales, Customer Service and Power Apps
Zap Calendar Pro App gives you the ability to not only manage Team Activities (tasks, phone calls, appointments, etc) with ease but also enrich this data by adding information from [...]
How can Sales Managers manage their teams activities (tasks, phone calls, appointments) efficiently using a Calendaring interface – when using Zap Calendar Pro App for Dynamics 365 Sales, Customer Service and Power Apps
Our behavior is influenced by how easy or difficult we perceive an action to be. An easy-looking calendar is more likely to gain a positive, visceral reaction in comparison to [...]
Clone\Copy Contact to create a Lead in 1-Click – when 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 [...]
Client 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!
Zap Report/View Scheduler App allows scheduling Reports (Multiple PDF, Excel files in Email), Views, Excel Templates (Multiple Excel files in Email), Word Document Templates (Multiple Word Docs) + Save to [...]
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 [...]