Alert administrator of Failed System Jobs (automatically with In-App Notifications) using @ZapObjects Notification/Alerts App for Dynamics 365 for Sales & Customer Service
Zap Notifications / Alerts App provides In-App notifications to Dynamics 365 Users. There are mainly 2 categories of Notifications: 1. Bell Notifications: This could be used for: - General Notifications [...]
Notify administrator of Failed System Jobs (automatically by Email) using @ZapObjects Report Scheduler App for Dynamics 365 for Sales & Customer Service
Zap Report Scheduler App can Schedule Dynamics 365 Reports / Views / Excel Templates to be received in email inline or as attachment OR saved to SharePoint OR saved to [...]
How to design a Customer Support process when using Dynamics 365 for Customer Service?
Dynamics 365 for Customer Service provides a very powerful platform for building a Helpdesk system. This blog explains the various elements of support process right from first stage: Case creation [...]
Why you need to track time for support cases – when using Dynamics 365 for Customer Service CE
In this blog, we will go through the top 5 business benefits of why you need to track time-spent on support cases. Employee efficiency is easy to determine Without accurately [...]
How to use Zap Calendar Pro App to View/Create Team’s appointments, tasks, phone-calls when using Microsoft Dynamics 365 CE for Sales
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 [...]
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 [...]