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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 [...]
How to preview attachments when using Zap Email Reader App for Dynamics 365 Sales and Customer Service CE/CRM
Presently when you need to preview an Email Attachment in Dynamics 365 CE/CRM, you need to first download the attachment and then open to preview it. These would be few [...]
Now Preview attachments without the need to download using Zap Attachment Viewer App for Dynamics 365 Sales and Customer Service
Zap Attachment Viewer App provides a consolidated view of all attachments in emails as well as notes for a particular record. This list is displayed in a "Web Resource" which [...]
Introducing “Email Reading Pane” even for Queues – New feature (Jan 2020) added to @ZapObjects Email Reader App for Dynamics 365 Customer Service
Problem Area: When using Dynamics 365 for Customer Service, a very common scenario is: Support Mailbox (support@mycompany.com) has been configured as Queue All emails (for New Cases as well as [...]
New Feature Alert: Bulk Clone Records in 1-Click using Zap Copy Record App for Dynamics 365 CE/CRM
Duplicating of records is one of those nifty features that doesn’t exist in Microsoft Dynamics 365 CE/CRM out-of-the-box. Using Zap Copy Record App you can Clone / Copy / Duplicate [...]