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Now added Web-to-Case feature to @ZapObjects Helpdesk – Email to Case App for Dynamics 365 for Customer Service CRM
Zap Objects: Helpdesk Email-to-Case App provides a very powerful Customer Service desk functionality which has been built on top-of Dynamics 365 for Customer Service platform. In the latest release (May 2019) [...]
Automatically generating Invoice PDF through workflow and send in email when using @ZapObjects SSRS Report Scheduler App for Dynamics 365 CRM For Sales (New Feature Release Update)
A very common requirement when using Dynamics 365 CRM has been to generate invoice through a workflow and send it to Customer automatically via email. We are happy to let [...]
Automatically email Dynamics 365 CRM Report as a PDF/Excel/Word attachment Or “Attach to Notes” Or “Save to SharePoint” using Workflow when using @ZapObjects SSRS Report Scheduler App for Dynamics 365 CRM Online / On-Premise
Zap SSRS Report Scheduler App allows you to schedule Dynamics 365 CRM reports which can be received in email on periodic basis. This works for Online as well as On-Premise. We have [...]
Automatically set case field values, assign case, route case conditionally for newly created cases when using @ZapObjects Helpdesk-Email to Case App for #MSDyn365 for Customer Service
Zap Objects: Helpdesk App provides a very powerful Customer Service desk functionality which has been built on top-of Dynamics 365 for Customer Service platform. In the latest release of the [...]
Auto-Create Contact from Unknown Sender & then intelligently set the parent Account based on email domain match when using @ZapObjects Helpdesk- Email-to-Case App for #MSDyn365 for Customer Service CRM
When using out-of-box email-to-case, if you have checked the setting “Create records from email for unknown senders” then a new contact is created in CRM automatically when an email is [...]
Scheduling Dynamics 365 CRM Reports to automatically save to SharePoint using Zap SSRS Report Scheduler App
Zap SSRS Report Scheduler App allows you to schedule Dynamics 365 CRM Reports to run at regular interval (Daily / Weekly / Monthly) and deliver report in email. SharePoint is [...]
Demo: Easy Scheduling of “Opportunities nearing Close date” report to all your sales managers in Dynamics 365 CRM Online/On-Premise using Bulk Scheduling feature when using @ZapObjects SSRS Report Scheduler App
Zap SSRS Report Scheduler App for Dynamics 365 Online / On-Premise allows you to schedule Dynamics 365 CRM Reports (out-of-box and custom) to be emailed on periodic basis. To learn how [...]
Introducing Deep Copying / Cloning (Parent -> Child -> Grand Child -> Great Grand Child…) of records in Dynamics 365 CRM – using @ZapObjects Copy Record App
Duplicating of record is one of those nifty features that doesn’t exist in Microsoft Dynamics 365 CRM out-of-the-box. Using Zap Copy Record App you can copy, clone or duplicate records [...]
Dynamics 365 CRM – SSRS Report Scheduler App Giveaway by @ZapObjects – Have you Entered?
Zap SSRS Report Scheduler App allows you to schedule Dynamics 365 CRM reports which can be received in email on periodic basis. The current version works with Dynamics 365 Online...the [...]