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How to insert record field values (e.g. Case Title, Case Number) easily within the In-App Notification message PLUS Auto-generate JSON when using Zap Notifications Generator App for Dynamics 365 Sales, Customer Service & Power Apps
In-App Notifications feature allows you to provide real-time updates to Dynamics 365 Sales, Customer Service & Power Apps Users. Some common scenarios where In-App Notifications could help are: new lead [...]
Now send password encrypted PDF’s to Customers using Flows / workflows – when using Zap Report Scheduler App for Dynamics 365 Sales, Customer Service or Power Apps
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 SharePoint [...]
Now Clone Parent-Child Cases in 1-Click using Zap Copy/Clone/Duplicate 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, [...]
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: 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 [...]
Pin Important Attachments using Zap Attachment Viewer App for Dynamics 365 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 be [...]
How to Notify Support Users in Microsoft Teams Channel about New Cases, New Responses, Case Closures, Case Assignments etc 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 [...]
Populate Leads automatically from your website to Dynamics 365 Sales / Power Apps when using Zap Email Parser App
Many online businesses have web forms that visitors fill-in such as contact forms, registration forms, survey forms etc. When user fills-in such forms… the website (eg WordPress Forms plugin) generates [...]
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 [...]