There are a number of use-cases where you may need to alert your Sales / Support users with some important information about the Customer.

Few examples below:

Message: “Always address the Customer as Doctor” when an agent opens a specific Contact form and is possibly going to give them a call!

Message: “This Account is on Credit-Hold” when a Support User is accessing a Case // pls note that this message is based on specific value in linked entity

Message: “Discuss about the New Product Launch with the Customer” when a Sales team member is opening a specific Account record.

This blog will show how we can configure these notifications using Zap Notifications Generator App. (please note that these notifications can be shown inline OR in pop-up based on configuration)

Screenshot 1: This  screenshot shows an inline notification being shown when a user opens a contact form:

Zap Notifications App allows bulk generation of In-App Notifications: onDemand, based on Triggers Or based on Recurring pattern + Form Notifications + Email Notifications!

Now let’s go through the steps needed to configure a notification “Always address the Customer as Doctor” when the user is opening a specific contact record:

Step 1: Open the specific contact record.

Step 2: Go to related section and open “Zap NO Form Notifications”

Step 3: Create a new record. Provide a user-friendly name and in Message field… add text “Always address the Customer as Doctor”.

Step 4: Click “Publish” button.

Screenshot 2: This screenshot shows how to configure a notification for a specific contact record.

Now whenever any user opens this specific contact record… they will receive an inline message (as shown in screenshot 1).

For configuring a conditional notification (e.g notification on Case form based on value in Account record), refer our other blog: Display an Inline Notification (e.g. Account is on Credit Hold) in Case Form if a flag has been checked in related Customer record (link)

This blog is part of our series “Introducing Zap Notifications Generator App for Dynamics 365 Sales, Customer Service & Power Apps”.

Below are links for all blogs in this series:

Blog 1: Generate In-App Notifications in Bulk for multiple users / teams (link)
Blog 2: Some common user-scenarios for using In-App Notifications (link)
Blog 3: Generate In-App Notifications automatically as per Recurring Schedule (link)
Blog 4: How to insert record field values within the In-App Notification message (link)
Blog 5: How to generate In-App Notification from Power Automate / Flow (link)
Blog 6: Sending out In-App Notification when User is tagged or mentioned in Timeline  (link)
Blog 7: Display an Inline Notification (e.g. Account is on Credit Hold) in Case Form if a flag has been checked in related Customer record (link)
Blog 8: How to alert Users with important information about Customer – on form-opening (link)

For more information regarding Zap In-App Notifications Generator App or to take trial, refer:

Email if you have any questions.

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Zap Recent Updates (Jul 2023)

1. New Version Released: Zap Calendar Pro (Team Calendar + Map Any Entity Data to Calendar): Now display activities in Team Calendar – color-coded by Owner. (earlier you could display activities color-coded only by activity type)

2. New Version Released: Zap Time Entry App (Track Time against Cases): Track and log time spent by support agents on cases directly from Case form (either using built in Timer functionality or manually add Start & End Times or duration)! The latest version provides automatic calculation of “Extended Price” based on Hourly/staff rates that have been configured in Contract.

3. New Version Released: Zap Copy Record App (v Now Copy Record even from One Entity To Another (e.g. Copy Record from Case To Opportunity (link)

4. New Version Released: Zap In-App Notifications App (v Support for sending In-App Notification when User/s are mentioned in Timeline of any record (link)

5. New Version Released: Zap Report Scheduler App (v Now automatically share the generated report download link to Teams channel. For details, refer blog: Automate the generation of Report and shared to Teams channel when using Zap Report Scheduler App (link)

6. New Version Released: Zap Helpdesk App (v44.1.1.9) :A super major version of Zap Helpdesk has now been released. Some of the new features are: Case History, Email Reply – with ability to include full email and portal history in all new responses to customer, dedicated notifications module with all standard set of notifications built-in, Email Commands, and many more!

7. Completely Revamped: Zap Attachment Viewer (with drag-and-drop): This release doubles the features available earlier!!! Some of them are Improved UI, gallery view, drag-and-drop, rename file names, delete attachments, attach to email, view attachments from related records etc.

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