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All posts by admin
How to Backup and restore “Email Parser” Templates (and parsing rules):
Now you can backup and restore templates (and parsing rules) from one environment to another (or same-one). Below are the steps to create a Backup: Browse to Zap EP Templates. Select all the templates that need to be backed up and click button “Create Backup”. Based on number of templates that need to be backed […]
Protected: Walkthrough: Email to Lead
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Points to note when reinstalling app (regarding licensing)
If you need to uninstall and then reinstall the app again then please note the following points: License registration is not required Just open the licensing page (Browse to Settings >> Zap Apps >> Zap_xx_License)…the earlier license code would be automatically fetched from our licensing server.
Support Policy
Support Channels: Email | Phone Call | Remote Session using Teams, WebEx Creating Support Ticket: Please email support@zapobjects.com if you have any questions or need assistance. Phone: US: +1.571.250.7070 Support Hours: New York EST up to Noon | London BST up to 04:30 PM | Sydney AST up to 11:00 PM Important points regarding Support: […]
Protected: Walkthrough: Email to Case
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Troubleshooting
Email parser triggers instantly when an email is received in CRM. So first step would be to verify if the email has been received. You can check the emails under the particular queue that has been configured.Eg. all the emails received in CRM support queue would be visible under the queue (browse to Settings >> […]
Troubleshooting – 1: Invalid App License error in Sandbox env. when restored from Production
Our App licenses are validated against few environment properties like “Organization Name”. When you restore sandbox env. from production… the app license also gets copied over. However the license was generated specifically for your production environment… So gives error when used in sandbox. To resolve this, we need to delete the existing license record and […]
Activating Business Processes & Business Rules
Whenever a solution is imported, by default the processes and business rules within the solution are enabled by default by Dynamics 365. However it has been observed (since past few weeks – March 2021) that the processes and business rules still remain in draft state. So we need to manually activate each of these. The […]
Known Issues
Issue 1: Before the parsing process can begin, we first strip out the HTML tags from email body. During this process (for HTML emails), we have observed few isolated scenarios like below …in reference to final text (output of parsing): Sometime Space in between few words gets removed Some special characters like “+ ” gets […]
