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Does this app require moving CRM data out to an external system?
No. Zap SSRS Report Scheduler App works natively from within CRM and no data is sent to any external system. We use CRM reporting services api to generate the [...]
Can “Copy Record” App create a copy of record having multiple child records (eg Opportunity with “Opportunity Products” as well as “Notes”)?
Yes, "Copy Record" app can create a copy of record along with its multiple child records. You can select multiple 1..N child relationship when creating Zap_CR_Configuration record for an [...]
Can we configure auto-numbering for more than one field in an entity?
Yes, auto-number can be configured across multiple fields in an entity.
Can we generate auto-number even for existing records?
Sure, auto-number can be generated even for existing records. Refer knowledge base for instructions.
Does the sequence number always has to be part of the generated Auto-Number?
No, you have the option to generate Auto-Number even with random characters and date time-stamp. Having sequence number in generated auto-number is optional.
Is it possible for duplicate number to be generated?
The code has been made thread-safe. We have done bulk record import testing across Dynamics CRM Online (v8.2 and v9.0) as well as on-premise and no duplicate record was [...]
Does Attachment Viewer work with any CRM entity?
Yes, attachment viewer app should work with any CRM entity. We have tested attachment viewer with case, lead and account form.
Does Attachment Viewer section automatically show up in entity form?
No, you will need to manually add the "Attachment Viewer" web resource to entity form. Refer knowledge base for instructions on how to add the web-resource.
Can I trial Zap Apps?
Yes, all our Zap Apps come with a 15-day trial. Please note that there is no functional difference between trial and licensed version.
How do I start trial?
Download and install the app solution file. Browse to Zap Apps >> Zap License to open the license registeration page (Refresh the page, if "Zap Apps" is not visible [...]