Category: Zap Email Parser

Zap Email Parser 2016 / Dynamics 365 Online or On-Premise  Version:1.0.2016.0007 Release Date: 24-April-2018

Zap Email Parser extracts the information from  emails to create CRM records. The information to be extracted and the destination fields in CRM record are specified using parsing rules. The configuration record also  specifes the Queue to which emails will be sent as well as any email subject filter that needs to be applied. For  […]

The below security role needs to be given to the user who will configure Zap Email Parser: Zap Email Parser Admin  

Zap Email Parser supports below field data-types: Single line text Multi-line text 2-Option Set Option-Set Date-Time Owner Lookup Currency Floating-Point Whole Number Decimal Currency Case Customer Below are few points to note: Option-Set: Here the extracted text is matched against the option-set values. You can also use partial names. For example, text “trade” would be […]

You can set default values for certain fields of the newly created record by creating parsing rules. Let’s consider an example of setting the default value for lead topic and owner when new lead is being created using Zap Email Parser: Below are the parsing rules that need be created: Parsing Rule 1: for setting […]

To install sample data: Browse to Settings >> Zap Apps >> Zap_EP_Configuration Click “Install Sample Data” button (as shown in screenshot below). This would create a sample configuration record with multiple parsing rules. Refresh the grid. A new configuration record (Sample Lead Config) would show up. Open the configuration record. Select a Queue (on which […]