Zap Email Parser Some areas of user-guide are password protected. Email support@zapobjects.com from your official email address to request password. Solution Version: 10.0.1.9 [Latest] Dynamics Supported Versions: This version supports Dynamics 365 v9 and is compatible with Unified Interface forms. Works for Online as well as On-Premise. Release Date: Dec 01, 2019 Updates: Compatible with […]
With Microsoft Dynamics 365 making a transition from v8 Classic forms to v9 Unified Interface…this KB article provides information on how to navigate the sitemap: If you are using v8 Classic Interface: Browse to Zap Apps from Sitemap as shown in below screenshot: If you are using Unified Interface: Open App: Zap Email Parser from […]
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
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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 […]
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