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Protected: How to embed “Email Reader” Web Resource in Form (Inline)
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How to embed “Email Reader” Web Resource in Form (Related Section)
“Email Reader” Web Resource can be embedded in Form: Inline OR Form: Related Section. To add “Email Reader” Web Resource in Form Inline, refer KB article: Link For adding “Email Reader” Web Resource in Form – Related Section, follow below instructions: Lets consider an example of adding “Email Reader” Web Resource to Related section of […]
Protected: How to embed “Email Reader” Web Resource in Dashboard
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Protected: Known Issues
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Protected: Troubleshooting-1 – “Error Message “Data Source Configuration ID incorrect
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Getting Started – Security Roles
Below 3 security roles come within the solution: Zap RS User Zap RS Admin Zap RS Export Report (Manual) All users who need to use report scheduling functionality must be given “Zap RS User” role.
Export Report Feature (Manually) – Approach 1 : Clicking “Export Report” button
A very common use-case for Sales Users is to generate a Quote PDF from Quote form and send it to Customer in email. Now if you need to generate this pdf from a Dynamics 365 Report (export) & attach it to email…then it takes about 10+ Clicks! Using “Zap Report Scheduler” App’s “Export Report (Manually)” […]
Export Report Feature (Manually) – Approach 2 : 1-Click using Custom button
In previous KB article: link… we have explained Approach 1: Exporting Report manually by Clicking “Export Report” Button. In this KB article, we explain another approach of: Exporting report in 1-Click by clicking “Custom buttons” added within the form! The way we do this is: Create “Export Report” configuration record… where we specify that Quote […]
Protected: Getting Started – Global Settings
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