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Quick Email reply to Customer from Case form using Canned Responses when using Zap Helpdesk – Email to Case App for Dynamics 365 for Customer Service
Zap Helpdesk - Email to Case App enhances and extends out-of-box email-to-case functionality. The app has tons and tons of features to fully automate your email based support process. "Canned [...]
Too many Clicks needed to reply back to Customer Support Email from Web / Unified Interface Case form VS just 1-Click when using @ZapObjects Helpdesk Email to Case App “Quick Email Reply” feature for Dynamics 365 for Customer Service CE/CRM
Zap Helpdesk solution enhances and extends out-of-box email-to-case functionality in Dynamics 365 CRM. The Out-of-box email-to-case is too basic in-terms of functionality and far too complicated to setup...On the other hand, [...]
Solution for tracking billable and non-billable times spent on support cases – No Code Approach – for Dynamics 365 for Customer Service CRM
This blog is part 2 of the series of blogs which detail the case time tracking functionality - available options, limitations and our no-code approach using dynamics 365 for Customer [...]
How to setup auto-assignment or auto-routing of cases based on matching keywords in incoming customer support email when doing email-to-case in Dynamics 365 for Customer Service
Troubled by a growing backlog of cases? Finding it difficult to assign cases during inflow spikes? When using Dynamics 365 for Customer Service, especially on one of those busy days, [...]
Demo video: How to configure email-to-case using Zap Helpdesk App for Dynamics 365 for Customer Service
When using Dynamics 365 for Customer Service, you can configure "Record Creation and Updation Rules" to automatically create case when an email is sent to your company’s email addresses, such [...]
Sample AutoNumber formats generated using Zap AutoNumber App for Microsoft Dynamics 365 Sales and Customer Service CRM
Zap Auto-Number App for Microsoft Dynamics 365 Sales and Customer Service CRM automatically generates sequential user-defined reference ID's for records. The ID can contain static string text, sequence number, random [...]
Generate autonumber for existing records using Zap AutoNumber in Microsoft Dynamics 365 Sales and Customer Service CRM
A very common question for customer's setting up Auto-Numbering in their dynamics 365 crm environment is how to generate auto-numbers for existing records. When a new record is created, then [...]
How to enable “Track to Dynamics 365” category in Outlook by using OrgDBOrgSettings tool- step by step instructions – in Microsoft Dynamics 365 Sales & Customer Service CRM
In the latest update of Dynamics 365 CRM (8.2.2.1458, May 2018), Microsoft has added a new capability to track emails, appointments, tasks...just by assigning them a special category (as shown [...]
How to download attachments with fewer clicks in Microsoft Dynamics 365 for Sales and Customer Service CRM using free Zap Attachment Viewer App
In Microsoft Dynamics 365 for Sales and Customer Service CRM, you can attach documents (or any other file) to notes (one attachment per note can be attached). Further, you can [...]