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1-Click Export of Report to PDF + Auto-Send in Email (Save 14-15 Clicks!) using Zap Report / View Scheduler App for Dynamics 365 for Sales, Customer Service & Power Apps
How many CLICKS it takes to Run & Download a report and send that across to Customer in Email? Example Use Case: Generate Report: "Resolved Cases in past 7 days" [...]
Do you have visibility of Case Updates (email received / sent, status changed, priority updated, portal comment added,…) when using Dynamics 365 for Customer Service? – Lets see How Zap Helpdesk can help!
In the context of Customer Service / Case Management, how do you achieve that your support agents see updates on Cases? For example, if an email was received for a [...]
Display an Inline Notification (e.g. Account is on Credit Hold) in Case Form if a flag has been checked in related Customer record – when using Zap In-App Notifications App for Dynamics 365 for Sales, Customer Service & PowerApps
Recently we came across below requirement from our Customer: Display an inline notification in Case form "Customer is on Credit Hold. Please contact Account Manager before proceeding" if the related [...]
Generate Email Engagement Report (email opens, links clicked, etc) and schedule to receive daily using Zap Report / View Scheduler App for Dynamics 365 Sales & Customer Service
Dynamics 365 for Sales & Service - Email Engagement allows to track when recipients opened your message, clicked a link, opened an attachment, or sent a reply. For more details, [...]
Scheduling Export of Reports to save to SharePoint using Zap Report / View Scheduler App for Model-Driven Power Apps and Dynamics 365 Sales & Service
Zap Report / View Scheduler App allows you to schedule Export of Reports to run at regular interval (Daily / Weekly / Monthly) and deliver in email. SharePoint is widely [...]
How to Copy / Clone / Duplicate Records and its child records (up to N levels) in just 1-Click using Zap Copy Record App for PowerApps / Dynamics 365 for Sales & Customer Service
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 [...]
Parse Emails to Create Leads automatically from email received when someone fills-in a Contact Us or Registration form on your website using Zap Email Parser App for PowerApps / Dynamics 365 for Sales
Nobody should waste time in copying and pasting data between Emails and Dynamics 365. Let our Zap Email Parser App do the boring work and capture data from your Emails. [...]
How to schedule PowerApps / Dynamics 365 Views to be received in Email automatically – on daily/weekly basis
Zap Report Scheduler App can Schedule Dynamics 365 Views / Reports / Excel Templates to be received in email inline or as attachment OR saved to SharePoint OR saved to [...]
How to create Case when customer sends email to Support Agent’s mailbox instead of Generic Support Mailbox when using @ZapObjects Helpdesk – Email to Case App for Dynamics 365 for Customer Service?
By setting up Email-to-Case in Dynamics 365 for Customer Service, you can automatically convert an incoming email to Case. This way all emails sent by customer to your support queue [...]