In Microsoft Dynamics 365 for Sales and Customer Service CRM, you can attach documents (or any other file) to notes (one attachment per note can be attached). Further, you can also track sent and received emails to the record (lead / case or any other entity) which may also have attachments.
Now in-order to view / access the attachments, below are the typical steps:
- From within the entity form, open a particular tracked email record in CRM
- Scroll to the attachments area
- Click to open the attachment record
- Finally click to download the attachment
Repeat the above steps through all the tracked emails (or linked notes) until you can find the attachment that you are looking for…
This is such a waste of precious time which your sales team could have utilized for selling or your support team for offering better customer service.
Here Zap Attachment Viewer App can help!
Zap Attachment Viewer offers a centralized view of all attachments from sent /received emails as well as notes in a single place within the CRM form.
Below screenshot shows the attachment viewer section added to the case form:
The attachments are shown nicely sorted by created-on date. Further, you can also sort the records, by clicking on the column header.
To download any attachment, click on the attachment name.
To open the linked email or notes, click on the subject name.
Now, no more wasting of time, clicking through each email / notes for finding attachments… just install the attachment viewer app for a better user experience!
For list of all our apps, refer https://zapobjects.com/