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 + Export Report (Manual) & Auto-attach to email + Send in Teams!
Below is the latest testimonial we received from one of our Customers using Zap Report Scheduler solution:
Confederation of British Industry (CBI) has now been using Zap Report Scheduler for about 9 months now. During initial discussions with them, our product team realized that they were facing challenges in bulk sending automated monthly statements and invoices to their customers. They had tried few other expensive solutions in market but none of them were fitting their needs.
Our product team assisted the Dynamics 365 team in CBI in setting up Zap Report Scheduler and trying out their multiple use-cases. After having a satisfactory trial phase, their team went LIVE with Zap Report Scheduler App in November of 2022. Now, every few months they are expanding their use of Zap Report Scheduler functionalities – latest one being 1-Click Export feature. For more details regarding 1-Click Export feature, refer link.
Now lets look in to the current Use-Case: Bulk Sending of monthly reports to Account Managers and Customers!
Below screenshot shows the email received by a customer with the invoice attached:
This can be achieved by creating a power-automate / workflow which triggers when status of invoice changes… and sends the invoice pdf (which is generated from the report) in email to Customer! Please note that the power automate step or the workflow step comes built-in within Zap Report Scheduler solution.
However if we need to send these emails (with exported report attached) to Customers in BULK then there is a different approach that we need to use. We will be explaining this in details in our next blog: “How to BULK send emails with pdf statements (generated from exported report) to Customers or Partners every month using Zap Report Scheduler App for Dynamics 365 for Sales, Customer Service and Power Apps”.
For more information regarding Zap SSRS Report Scheduler App or to take trial, refer: https://zapobjects.com/apps/zap-ssrs-report-scheduler/
Email support@zapobjects.com if you have any questions.
To view all Zap Apps, check-out: https://zapobjects.com/
Zap Recent Updates (Aug 2024)
1. Completely Revamped: Zap Attachment Viewer (with drag-and-drop) (v30.0.1.9): Now pin attachments to the top of list - when viewing attachments for Case / account etc. This way your users will not miss any important attachments. (link)
2. New Version Released: Zap PSA 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)!
3. New Version Released: Zap Helpdesk App (v68.0.1.9) :”Quick Response” feature added to Dynamics New Email Form – allowing agents to compose email faster by auto-populating recipients, subject & body. (link)
4. 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 (link) ; creating recurring maintenance cases (link)
5. New Version Released: Zap Notifications App (v 55.0.1.9):
– Now generate even Push Notifications! (link)
– Send In-App Notification when User/s are mentioned in Timeline of any record (link)
6. New Version Released: Zap Report Scheduler App (v 36.0.1.9): 2 new monthly scheduling options added. e.g. schedule report for FIRST Monday of every month / Last Friday of every month / First of every month / Last date of every month etc (link)
7. 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.
8. New Version Released: Zap Calendar Pro (Team Calendar + Map Any Entity Data to Calendar):
– Display activities in Team Calendar – color-coded by Owner. (earlier you could display activities color-coded only by activity type).
– Ability to set any event (custom entity) as recurring.
