How to alert Users with important information about Customer (e.g. Account is on Credit-Hold) – on form-opening – when using @ZapObjects Notifications App for Dynamics 365 Sales, Customer Service or Power Apps

There are a number of use-cases where you may need to alert your Sales / Support users with some important information about the Customer when they are accessing certain records. 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 Notifications: onDemand, based on Triggers Or based on Recurring pattern. These can be of type: In-App (Bell), Push (Received in Mobile), Email, Form 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).

Please note that for setting notifications for multiple / bulk records... you will need to create a CONDITIONAL FORM NOTIFICATION. For details, 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 Notifications in Bulk for multiple users / teams (link)
Blog 2: Some common user-scenarios for using In-App Notifications (link)
Blog 3: Generate 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 Notification from Power Automate / Flow (link)
Blog 6: Sending out 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: https://zapobjects.com/apps/zap-notifications/

Email support@zapobjects.com if you have any questions.

To view all Zap Apps, check-out: 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)

7. 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.

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