Zap Report Scheduler
Last Reviewed: Sep 2024
To request trial, please follow the below steps:
Step 1: Request solution file: Email support@zapobjects.com to request solution file.
Please mention:
– Company Name:
– Contact Phone:
– Need Demo: Yes / No
– Requirements in brief:
You can expect a response within 1-business day. Please use only official email address for communication.
Step 2: Import the solution file.
Step 3: Activation of 15-day trial:
Browse to Settings >> Zap Apps and open Zap License. Register the profile online, to start 15-day trial. (Refer Licensing KB articles for more info)
Feel free to email support@zapobjects.com if you have any questions.
Some areas of user-guide are password protected. Email support@zapobjects.com from your official email address to request password.
Solution Version: 37.0.1.9 [To be released in Sep 2024]
Dynamics Supported Versions: This version supports Power Apps, Dynamics 365 v9 and is compatible with Unified Interface forms. Works for Online (On-Premise Env. is not supported)
Release Date: Sep 16, 2024
Updates:
1. Password Encrypt PDF reports (e.g. sending password encrypted PDF Invoices to Customers) (link)
2. Earlier we had added “Run Now” feature (ability to run reports immediately by clicking button “Run Now”) to “Schedule Report” configuration. The same has now been added even to: Schedule Multiple Report, Schedule View, Schedule Excel Template.
Solution Version: 36.0.1.9 [Latest]
Dynamics Supported Versions: This version supports Power Apps, Dynamics 365 v9 and is compatible with Unified Interface forms. Works for Online (On-Premise Env. is not supported)
Release Date: Dec 01, 2023
Updates:
1. New feature: New options to schedule reports monthly – by Day of Month / Day of Week (earlier we could schedule monthly by dates option) (link)
2. Few entity names have been renamed. To receive an error for Report generation execution (when retry is ticked): you can use following entities and views:
- Schedule Report – Retry Status | View: Report Failures – Past 24 Hours
- Trigger Report Multiple – Retry Status | View: Report Failures – Past 24 Hours
- Trigger Word Template – Retry Status | View: Report Failures – Past 24 Hours
You can schedule the above views to run on daily basis (and send email only if any record found)… so if any report execution fails then you will receive the information in email.
Solution Version: 34.1.1.9
Dynamics Supported Versions: This version supports Power Apps, Dynamics 365 v9 and is compatible with Unified Interface forms. Works for Online (On-Premise Env. is not supported)
Release Date: Jun 07, 2023
Updates:
1. Bug fix: Error in uploading a generated report to SharePoint if the filename (which was being generated dynamically from a field in record) had a quote in text.
Solution Version: 33.1.1.9
Dynamics Supported Versions: This version supports Power Apps, Dynamics 365 v9 and is compatible with Unified Interface forms. Works for Online (On-Premise Env. is not supported)
Release Date: Dec 01, 2022
Updates:
1. Ability to post the generated report link in Teams channel (when delivery option selected is SharePoint). For explanation on how this feature works, refer blog: Automate Generation of Dynamics 365 Report and share in Teams (link)
This feature is available for functionalities: Schedule Report, Schedule Report Multiple, Schedule Excel Template
For existing customers who want to enable this feature:
1. Browse to Zap RS Authentication page… and enter “Directory (tenant) ID”. Now click button “Test Teams Connection.
2. Within Zap RS Scheduled record… in tab “Teams Settings”… select the teams channel to which the link needs to be posted.
Known Issue:
We have observed that sometimes (1% chance) the posting of download link to teams channel is failing.
The error message is: Unauthorized – Additional claims required.
Our team is presently looking in to this issue.
Solution Version: 32.1.1.9
Dynamics Supported Versions: This version supports Power Apps, Dynamics 365 v9 and is compatible with Unified Interface forms. Works for Online (On-Premise Env. is not supported)
Release Date: Feb 02, 2022
Updates:
1. When scheduling Excel or Word Template…user can now select even “Shared” personal excel template and “Shared” personal View
Solution Version: 32.0.1.9
Dynamics Supported Versions: This version supports Power Apps, Dynamics 365 v9 and is compatible with Unified Interface forms. Works for Online (On-Premise Env. is not supported)
Release Date: Jan 23, 2022
Updates:
1. Automatic Retry for Report Generation using “Schedule Report” option: If due to any reason (eg report server busy), report generation fails… then we provide the option to retry report execution again after 1 minute… and then again if it fails then after 10 minutes. This retry mechanism would guarantee 99.99% delivery. (for instructions, refer KB article)
2. Run Now feature: This allows you to run the scheduled report immediately (without affecting the current report schedule that you may have configured). “Run Now” button has been added in the “Scheduled Report” view… as well as the form.
Solution Version: 24.0.1.9
Dynamics Supported Versions: This version supports Power Apps, Dynamics 365 v9 and is compatible with Unified Interface forms. Works for Online (On-Premise Env. is not supported)
Release Date: Oct 18, 2020
Updates:
1. Automatic Retry for Document Generation using Word Template: We have observed that sometimes document generation from Word Template using Workflow fails. This can be due to unavailability of Dynamics 365 resources. Since we do not have any control over such failure scenarios, our team has built a fail-safe retry mechanism. If this feature is enabled, and if a failure occurs in generating the document then automatically a second try would be done after 1 minute and if that too fails then another try after 10 minutes. In our automated testing of system, we have found 99.99% success rate after implementing this mechanism!
Solution Version: 21.0.1.9
Dynamics Supported Versions: This version supports Power Apps, Dynamics 365 v9 and is compatible with Unified Interface forms. Works for Online (On-Premise Env. is not supported)
Release Date: Aug 10, 2020
Updates:
1. Added new authentication approach – using Azure App (This build supports Multi-Factor Authentication]
2. Ability to Schedule Reports/Views/Excel Templates even using Flows (for use-case: Schedule Reports every hour)
3. Minor UI fixes
Solution Version: 20.0.1.9
Dynamics Supported Versions: This version supports Power Apps, Dynamics 365 v9 and is compatible with Unified Interface forms. Works for Online (On-Premise Env. is not supported)
Release Date: Jul 27, 2020
Updates: Works with Power Apps (Model-Driven) too!
Solution Version: 12.0.1.9
Dynamics Supported Versions: This version supports Dynamics 365 v9 and is compatible with Unified Interface forms. Works for Online as well as On-Premise.
Release Date: Nov 01, 2019
Updates: Now Schedule even Dynamics 365 Views (Beta Release)
Solution Version: 12.0.1.8 (built for 2016 / Dynamics 365 v8)
Dynamics Supported Versions: This version supports CRM 2016 as well as Dynamics 365 (However Unified Interface Forms are not supported). Works for Online as well as On-Premise.
Release Date: Nov 01, 2019
Updates: Now Schedule even Dynamics 365 Views (Beta Release)
Solution Version: 10.0.1.9
Dynamics Supported Versions: This version supports Dynamics 365 v9 and is compatible with Unified Interface forms. Works for Online as well as On-Premise.
Release Date: Sept 16, 2019
Updates: Compatible with Unified Interface
Solution Version: 10.0.1.8 (built for 2016 / Dynamics 365 v8)
Dynamics Supported Versions: This version supports CRM 2016 as well as Dynamics 365 (However Unified Interface Forms are not supported). Works for Online as well as On-Premise.
Release Date: Sept 16, 2019
