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How to better View & Manage attachments in notes and emails when using @ZapObjects Attachment Viewer App for Dynamics 365 for Sales, Customer Service & #PowerApps

Zap Attachment Viewer App offers a consolidated view of all attachments from notes, emails & portal comments in a single place within the Dynamics record / form. The attachments can be displayed from current as well as related records.

Besides you could easily drag-and-drop multiple files which could be added to the notes in a single click!

The user-experience of using attachments in notes & emails (within the record) can be improved greatly by using Zap Attachment Viewer App.

In this blog, we will go through some of the salient features of “Zap Attachment Viewer App” one-by-one:

1. View Attachments list in Details View with additional details (like Notes Title, Email Subject, Recipient [From/To], Email Status [Sent / Received] ) with direct hyperlink to source.

When Viewing email/notes attachments using the Out-of-box Attachment Viewer, it is difficult to understand which attachments belongs to which notes / emails. However using Zap Attachment Viewer, all the relevant details are provided regarding the source records (Notes/ Emails)… as shown in screenshot below:

Besides, you could click on the notes title or email subject to directly open the source record!

2. Preview Attachments list in Gallery View with ability to filter attachments by particular email record

Attachments which are images can be easily previewed in the Attachment Viewer – Gallery View:

You may find lots of duplicate attachments within the tracked emails. This mainly happens when same email is forwarded, responded multiple times creating a chain of multiple threads. Now, to have a better view of the attachments, you can use the various filters provided in Zap Attachment Viewer.

3. Clicking an image will open an image carousal control with ability to Zoom-In / Zoom-Out

Gallery View comes with an image carousal control. Here you can easily zoom-in/out images too:

4. 1-Click Actions: Attach to New Email, Attach to New Note

You can select single/multiple attachments (in Details as well as Gallery View) and perform actions like:

  • Download
  • Attach to a New Note
  • Zip & Download
  • Zip & Attach to a New Note

5. Ability to view attachments not only from current record but also from related records

Suppose you have Support Contract or other important documents saved in the Account record. Wouldn’t it be better to offer the agents an easy way to view those documents from within the Case?
Zap Attachment Viewer allows you to view not only the attachments from notes & emails of Case record but also their parent account record. Below screenshot shows the attachments from Account record (Case.Customer) within the Case form:

6. Ability to rename attachment names (file names) and notes title easily

7. Ability to delete unnecessary attachments from notes as well as emails (controlled via users permissions)

For more details, regarding Attachment Viewer App refer features page!

For list of all Zap Dynamics 365 Apps, check out: https://zapobjects.com/

Zap Recent Updates (Feb 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)! 

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

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