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Improve Agent Experience with “Zap Attachment Viewer” added to Case Form – when using Dynamics 365 for Customer Service
Zap Attachment Viewer offers a consolidated view of all attachments from notes, emails & portal comments in a single place within the Dynamics form. The attachments can be displayed from [...]
How to monitor User Adoption (daily logins, creates/updates/deletes/lead qualify/lead disqualify/opportunity win/opportunity loss/case resolved/email sent/task completed etc) when using Zap Objects: User Adoption Tracker App for Dynamics 365 CRM / CE / Power Apps
Once your CRM is up and running, you’ll want to know the level of User Adoption. This requirement could be partially achieved by building a dashboard which gives how many [...]
Clone Dynamics 365 Field Service “Work Orders” along with related products, services & service tasks using Zap Copy Record App for Dynamics 365 Sales, Customer Service & #PowerApps
Duplicating of record is one of those nifty features that doesn’t exist in PowerApps / Microsoft Dynamics 365 for Sales / Customer Service / Field Service out-of-the-box. Using Zap Copy [...]
Use Power Automate Flow / Workflow to automatically create a Follow-up / renewal Opportunity by cloning an existing opportunity – using Zap Copy / Clone Record App for Dynamics 365 Sales, Customer Service and Power Apps
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 Copy, [...]
Would you like to create a “Recurring Opportunity” – check out Zap Copy / Clone Record App for Dynamics 365 Sales, Customer Service and Power Apps
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 Copy, [...]
How to create “Recurring Maintenance Cases” when using Zap Copy / Clone Record App for Dynamics 365 Sales, Customer Service and Power Apps
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 Copy, [...]
Receiving too many Notifications / Alerts? – Now allow Users to configure which ones they want – when using Zap Notifications Generator App for Dynamics 365 for Sales, Customer Service and Power Apps
Are your users getting too many notifications (Email, Push, In-App) from Dynamics 365 / Power Apps... Do you want to provide your users, the flexibility to decide which notifications they [...]
Now generate even “Push Notifications” (+ In-App, Form, Email) when using Zap Notifications Generator App for Dynamics 365 for Sales, Customer Service and Power Apps
Zap Notifications Generator App allows bulk generation of Notifications: onDemand, based on Triggers Or based on Recurring pattern (Notification Types: In-App + Form + Email)! We are happy to let [...]
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 [...]