Category: Zap Email Parser

Zap Email Parser Some areas of user-guide are password protected. Email support@zapobjects.com from your official email address to request password. 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  

Pre-requisite Steps: Step 1: Install Zap Email Parser solution in your CRM environment Step 2: Request trial by registering profile online (refer licensing KB article for more instructions) Step 3: Once trial approved, activate license by clicking “Update License” button (refer KB article) Step 4: Assign Security role: To setup Email Parser, you either need […]

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 […]