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Explaining WEB-TO-CASE feature when using Zap Helpdesk – Email to Case App for Dynamics 365 for Customer Service
Zap Helpdesk Email-to-Case Solution provides a very powerful Email-to-Case functionality which has been built on top-of Dynamics 365 for Customer Service platform. To get a high level overview of the [...]
Now Generate Report as per schedule and share the Download link in Teams Channel automatically – when using Zap Report Scheduler App for Dynamics 365 Sales, Customer Service & Power Apps
It is a common practice for users to receive daily / weekly reports from Dynamics 365 Sales or Customer Service in email. This way they are kept updated with all [...]
How to edit, drag-and-drop, clone, assign, mark complete activities easily using a Calendaring interface – when using Zap Calendar Pro App for Dynamics 365 Sales, Customer Service and Power Apps
Zap Calendar Pro App gives you the ability to not only manage Team Activities (tasks, phone calls, appointments, etc) with ease but also enrich this data by adding information from [...]
How can Sales Managers manage their teams activities (tasks, phone calls, appointments) efficiently using a Calendaring interface – when using Zap Calendar Pro App for Dynamics 365 Sales, Customer Service and Power Apps
Our behavior is influenced by how easy or difficult we perceive an action to be. An easy-looking calendar is more likely to gain a positive, visceral reaction in comparison to [...]
Clone\Copy Contact to create a Lead in 1-Click – when using Zap Copy Record App for Dynamics 365 for Sales, Customer Service & 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 [...]
Client Testimonial: Zap Report Scheduler App: Bulk sending of monthly reports to Account Managers as well as statements and invoices to customers – Absolute Tool for you!
Zap Report/View Scheduler App allows scheduling Reports (Multiple PDF, Excel files in Email), Views, Excel Templates (Multiple Excel files in Email), Word Document Templates (Multiple Word Docs) + Save 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 [...]
Now receive In-App Notifications in Real-Time – Power Platform May 2023 Release Wave 1- Try @ZapObjects In-App Notifications App for Power Apps, Dynamics 365 for Sales & Customer Service
The Power Platform 2023 Release Wave 1 has a whole bunch of new features. One of them is an exciting improvement in In-App Notifications feature... Microsoft released In-App Notifications feature [...]
Automatically generate Invoice PDF (from Report) through Power Automate OR Workflow and send in email to Customer when using @ZapObjects Report Scheduler App for Dynamics 365 CRM For Sales and Customer Service
A very common requirement when using Dynamics 365 Sales & Customer Service has been to generate invoice through Power Automate OR Workflow and sending it to Customer automatically via email. [...]