Now Schedule Reports for “First Monday” / “Last Friday” of every month – New Monthly Scheduling Options added to @ZapObjects Report Scheduler App for Dynamics 365 for Sales, Customer Service & Power Apps

It is a common practice for users to receive daily / weekly / monthly reports from Dynamics 365 Sales, Customer Service, Field Service, Power Apps in email. This way they are kept updated with all business and operational data in real-time.

Zap Report/View Scheduler App allows scheduling Reports (Multiple PDF, Excel files in Email), Views, Excel Templates (Multiple Excel files in Email), Word Document Templates (Multiple Word Docs) + Save to SharePoint + Send Multiple Reports in Email using Power Automate / Workflow + 1-Click-Export Report & Auto-attach to email + Send in Teams!

Recently we received a requirement from our customer that they would like to schedule reports that could be received on First Monday of every month.

We already had monthly scheduling options… however we did not have option to schedule monthly based on DAY of WEEK.

We are happy to let you know that in latest release (Jan 24), we have added 2 new scheduling – recurrence options:

Below are the 2 new Scheduling options:

Schedule Monthly – by Day of Week: Below options would be available:

Day Order: First / Second / Third / Fourth / Last
Day Of Week: Monday / Tuesday / Wednesday / Thursday / Friday / Saturday / Sunday
Recur Every X Month/s: Enter a number

Common Use-Cases: Schedule report for First Monday of every month, Schedule report for last Friday of every month

Schedule Monthly – by Day of Month: Below options would be available:

Day Of Month: Enter a number
Recur Every X Month/s: Enter a number

Common Use-Cases: Schedule report for First of every month, Schedule report for 15th of every month, Schedule report for Last Date (31 /30/28th) of every month.

For more details, refer features page: https://zapobjects.com/apps/zap-ssrs-report-scheduler/

For list of all our apps, refer https://zapobjects.com/

Zap Recent Updates (Jan 2024)

1. Completely Revamped: Zap Attachment Viewer (with drag-and-drop): This release doubles the features available earlier!!! Some of them are Improved UI, gallery view with Image Zoom-In / Zoom-Out, rename file names, delete attachments, 1-Click Actions: attach to email / Zip & Attach to Email / Attach to New Note / Zip & Download etc,  View attachments from related records etc.

2. New Version Released: Zap Copy Record App (v 25.0.1.9):
– Now CLONE Field Service – Work Orders in 1 Click (link)
– Now schedule a record to be CLONED at a later date e.g. creating recurring opportunities; creating recurring maintenance cases (link)

3. New Version Released: Zap Report Scheduler App (v 33.0.1.9): 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)

4. New Version Released: Zap Email Parser App (v 33.3.1.9): Support for creating multiple parsing rules for same field. Example: Email address from within email body could be extracted by searching for labels: “Email:”, “Email Address:”, “E-Mail:” etc. Now you can create multiple parsing rules for same destination field.

5. 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!

6. 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)

For questions regarding any Zap App, email sales@zapobjects.com.