+1.917.695.7440
Auto-assign case to tagged support agent during email-to-case in Microsoft Dynamics 365 for Customer Service
Zap Helpdesk - Email to Case App enhances and extends the out-of-box standard email to case functionality. The App has tons and tons of features that can help provide world [...]
Auto-assigning cases on creation (email-to-case) in Microsoft Dynamics 365 CRM using Zap Helpdesk – Email to Case App
Zap Helpdesk - Email to Case App enhances and extends the out-of-box standard email to case functionality. The App provides multiple options for assigning cases automatically on creation (from email-to-case). [...]
Quick attachments search from Attachment Viewer in Case form in Microsoft Dynamics 365 CRM
We have observed that for our customers who receive heavy email-to-case traffic, it becomes very difficult to find / locate any case related attachments (whether in email or in notes). [...]
Setting up email notifications when implementing Email-to-Case in Microsoft Dynamics 365 CRM
The most common activity your agents do in your helpdesk everyday is handling the incoming requests from users. They need to be on their toes when a new case is [...]
How to copy-over notes automatically to account, contact or opportunity records on lead qualification in Microsoft Dynamics 365 CRM using free Zap App
Notes in Microsoft Dynamics 365 CRM are great to use for a number of reasons. Some of them are: Easy 1-click creation from social pane (in comparison to adding a [...]
Qualify Lead without creating Opportunity in Microsoft Dynamics 365 CRM using Zap App
The Lead Qualification process in Microsoft Dynamics 365 CRM assumes that the lead conversion always ends either in creation of opportunity or disqualification. But many businesses have lead qualification scenarios [...]
How to automatically track all Customer email communication to case in Microsoft Dynamics 365 CRM using Zap Helpdesk Email-to-Case App
When you set-up a support queue (configured with email like support@xyz.com) and activate email-to-case in Microsoft Dynamics 365 CRM, all the incoming emails to queue get converted to cases automatically. [...]
Get a great visual overview of your as well as team’s activities using Zap Team Calendar App for Microsoft Dynamics 365 Sales and Customer Service CRM
/* Zap Team Calendar App is now Zap Calendar PRO App - which has 100 times more functionality!! */ When working with Microsoft Dynamics 365 for Sales & Customer Service [...]
Auto-Create Contact from unknown Sender in Email-to-Case using Zap Helpdesk – Email to Case App in Microsoft Dynamics 365 CRM
When using out-of-box email-to-case, if you have checked the setting "Create record from email for unknown senders" then a new contact is created in CRM automatically when an email is [...]