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Protected: Why do we need a custom “Email Recipients” section in Case form?
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Protected: Troubleshooting 1 – Receiving errors like “Something went wrong”
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Protected: Multi-language Compatibility
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Protected: Known Issues
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Protected: Walk-through of configuring “Opportunity Nearing Close Date” Calendar
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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 […]
