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How to notify/alert Sales Users of ongoing discount promotions when accessing open opportunities matching specific filter conditions when using “Form Notifications” feature of Zap Objects: Notifications / Alerts App for Dynamics 365 CE / Power Apps
Zap Notifications / Alerts App allows you to configure different types of notifications which could be shown to Users based on any event in the system or any action performed. [...]
How to create Recurring Notifications / Alerts (e.g. Reminder to submit Time-Sheet every Friday) using Zap Objects: Notifications / Alerts App for Dynamics 365 CE / Power Apps
Dynamics 365 CE / Power Apps does not have an in-app notification functionality which could be used to notify users of important updates or reminders. Zap Notifications App helps in [...]
How to create Announcements (eg displaying upcoming maintenance notification) in Dynamics 365 CE / Power Apps using Zap Objects: Notifications/Alerts App
During Dynamics CRM 2016 days (now known as Dynamics 365 CE), Announcements were used to broadcast important news to all the CRM Users in an Organization. However this feature is [...]
Alert Sales or Support User with In-App Notification on lead / case assignment when using Zap Objects Notifications/Alerts App for Dynamics 365 / Power Apps
We normally configure Workflows or "Power Automate" to send automatic emails to Users whenever any important events happen in Dynamics 365 CE / Power Automate. For example: Notifying Customer Service [...]
How to alert / notify users about important information when a particular record is being accessed in Dynamics 365 CE / Power Apps (eg notifying the user that the Account is on Credit Hold whenever the record is accessed) using Zap Objects Notifications / Alerts App
Zap Notifications / Alerts App allows you to configure different types of notifications which could be shown to Users based on any event in the system or any action performed. [...]
How to notify/alert Sales Users of Open Opportunities Nearing Estimated Close Date when using Zap Objects: Notifications / Alerts App for Dynamics 365 CE / Power Apps
Dynamics 365 CE / Power Apps does not have an in-app notification functionality which could be used to notify users of important updates or reminders. Zap Notifications App helps in [...]
How to know if new email response has been received for a Case when using Zap Helpdesk: Email to Case Solution for Dynamics 365 for Customer Service
Zap Helpdesk App is the most comprehensive Email-to-Case solution built for Dynamics 365 for Customer Service. For details on various features and functionalities refer: https://zapobjects.com/apps/zap-helpdesk/ Let's see what are the [...]
How New Enhancements (March 2020) to “Quick Email Reply” Section makes it faster for Support Agents to reply back to Customer when using Zap Helpdesk -Email to Case App for Dynamics 365 for Customer Service
Zap Helpdesk App is the most comprehensive Email-to-Case solution built for Dynamics 365 for Customer Service. For details on various features and functionalities refer: https://zapobjects.com/apps/zap-helpdesk/ "Quick Email Reply" Section is [...]
Filtering Email Signature Images, Previewing Attachments, Formatting of Email recipients,… And many more features added to latest version(March 2020) of Zap Email Reader App for Dynamics 365 Sales and Customer Service
Zap Email Reader App provides Outlook-like interface to read emails within Dynamics 365 CE/CRM forms. The reading pane allows easy reading of the email contents without the need to open up [...]