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How to track Time across Cases or Activities in One-Click when using Zap PSA Time Tracking App for Dynamics 365 for Sales, Customer Service
Using Zap PSA Case Time Tracking App, users can track time spent on working on Support Cases, task, phone call or email in One click! Lets see how: 1. Easily [...]
How to view attachments from related entities (e.g. viewing attachments from Cases within Account form) when using Zap Attachment Viewer App for Dynamics 365 CE / PowerApps
Zap Attachment Viewer offers a consolidated view of all attachments from notes, emails as well as portal comments in a single place within the Dynamics form. Besides you could easily [...]
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" [...]
Now Create Opportunity From Case – 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 copy, [...]
Generate In-App Notification when User is tagged or mentioned in Timeline when using Zap Notifications App for Dynamics 365 for Sales, Customer Service & Power Apps
In Dynamics 365 for Sales, Customer Service or Power Apps, you can tag user/s in Posts in Timeline of Accounts, Cases, Leads, Opportunities or any entity . Now, when the [...]
How to drag-and-drop multiple attachments to Notes easily when using @ZapObjects Attachment Viewer App for Dynamics 365 for Sales, Customer Service and PowerApps
Zap Attachment Viewer App offers a consolidated view of all attachments from notes, emails as well as portal comments in a single place within the Dynamics 365 form. Along with [...]
Automate generation of Report & shared with Microsoft Teams when using Zap Report/View Scheduler App for Dynamics 365 for Sales, Customer Service or Power Apps
As many of us continue to work remotely, we are using Microsoft Teams, to collaborate with colleagues more than ever before. Wouldn't it be great if we can have the [...]
How to view/preview consolidated list of all attachments within email, notes or portal comments (tracked against a record) using @ZapObjects Attachment Viewer App (with drag-and-drop) for Dynamics 365 for Sales, Customer Service or Power Apps
In Microsoft Dynamics 365 CE / Power Apps, you can attach documents (or any other file) to notes (one attachment per note can be attached). Further, you can also track [...]
Schedule Report to receive in Email such that Users receive only their OWN Records – when using Zap Report/View Scheduler for PowerApps, Dynamics 365 Sales & Customer Service
Zap Report / View Scheduler App allows you to schedule Reports to run at regular interval (Daily / Weekly / Monthly) and deliver in email / upload to SharePoint. Apart [...]