Zap Copy Record Last Reviewed: Sep 2023 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 […]
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Protected: High Level Steps
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Getting Started – Security Roles
The below security roles are available: Zap CR Admin: This security role is needed for configuring Zap Copy Record App. Zap CR User: This security role is needed for using Zap Copy Record App. Assign this security role to all users who need to use the App. The “Copy” button is visible in the ribbon […]
Protected: All-Day Event
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Setting-up sample calendar templates
The fastest way to get started is by using “Sample Templates”. From ribbon, click button “Create Sample Templates”. This will create the sample templates for: Activity Calendar: Resource: User Events: Task, Phone Call, Email, Service Activity, Holidays, Availability Mapping Field between Resource (Users) and Events (Activities) is: Activity Owner Mapping Field between Resource (Users) and […]
Release Notes
Zap Report Scheduler Last Reviewed: Sep 2023 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 […]
Protected: Scheduling Service Activities in Dynamics 365 for Customer Service
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Protected: Setting up Conference Room Booking
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Protected: Scheduling Availability / Setting Working Hours
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Protected: FAQ
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