“Quick Response” feature added to Dynamics New Email Form – allowing agents to compose email faster by auto-populating recipients, subject & body – when using Zap Helpdesk App for Dynamics 365 for Customer Service
Zap Objects: Helpdesk App provides a very powerful Customer-Service functionality which has been built on top-of Dynamics 365 for Customer Service platform. To get a high level overview of the Email-to-Case [...]
Color-Code Team Activities by Sales User (Owner) when using Zap Calendar Pro App for Dynamics 365 for Sales, Customer Service & Power Apps
Zap Calendar Pro App provides a custom Calendar interface within your Dynamics 365 Sales, Customer Service & Power Apps. Any dynamics 365 data having Date-Time can be easily visualized in [...]
How Users (resources) can show their “Availability” in Team Calendar when using Zap Calendar Pro App for Dynamics 365 Sales, Customer Service & Power Apps
Zap Calendar Pro App provides a custom Calendar interface within your Dynamics 365 Sales, Customer Service & Power Apps. Any dynamics 365 data having Date-Time can be easily visualized in the [...]
Color-Code Opportunities by Sales Users (Owners) when using Zap Calendar Pro App for Dynamics 365 for Sales, Customer Service & Power Apps
Zap Calendar Pro App provides a custom Calendar interface within your Dynamics 365 Sales, Customer Service & Power Apps. Any dynamics 365 data having Date-Time can be easily visualized in [...]
How to better View & Manage attachments in notes and emails when using Zap Attachment Viewer App for Dynamics 365 for Sales, Customer Service & Power Apps
Zap Attachment Viewer App offers a consolidated view of all attachments from notes, emails & portal comments in a single place within the Dynamics record / form. The attachments can [...]
Now Schedule Reports for “First Monday” / “Last Friday” of every month – New Monthly Scheduling Options added to Zap Report Scheduler App for Dynamics 365 for Sales, Customer Service & Power Apps
It is a common practice for users to receive daily / weekly / monthly reports from Dynamics 365 Sales, Customer Service, Field Service, Power Apps in email. This way they [...]
How to alert Users with important information about Customer (e.g. Account is on Credit-Hold) – on form-opening – when using @ZapObjects 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 [...]
Improve Agent Experience with “Zap Attachment Viewer” added to Case Form – when using Dynamics 365 for Customer Service
Zap Attachment Viewer offers a consolidated view of all attachments from notes, emails & portal comments in a single place within the Dynamics form. The attachments can be displayed from [...]
How to monitor User Adoption (daily logins, creates/updates/deletes/lead qualify/lead disqualify/opportunity win/opportunity loss/case resolved/email sent/task completed etc) when using Zap Objects: User Adoption Tracker App for Dynamics 365 CRM / CE / Power Apps
Once your CRM is up and running, you’ll want to know the level of User Adoption. This requirement could be partially achieved by building a dashboard which gives how many [...]