“Email Reader” Web Resource can be embedded in Form: Inline OR Form: Related Section Let’s go through the steps of embedding “Email Reader” inline in Form (Eg adding “Email Reader” web resource to Contact form): Pre-requisite Step: Note down the “Configuration ID” of “Zap ER Configure Data Source” record that you created earlier for entity: Contact. (For steps […]
Category: Zap Email Reader
Release Notes
Zap Email Reader To request trial, please follow the below steps: Step 1: Request solution file: Email support@zapobjects.com to request solution file. Please mention: – Company Name: – Contact Phone: – Need Demo: Yes / No – Requirements in brief: You can expect a response within 1-business day. Please use only official email address for […]
FAQ
Does Zap Email Reader work with Dynamics 365 for Phones App? Yes, Zap Email Reader is compatible with Dynamics 365 for Phones app too and displays emails in very user-friendly readable format (even on phone). Can we setup multiple ‘Email Reader’ sections in one form? Eg in Account form, we would like to have one […]
Getting Started – Security Roles
The below secuity roles are available: Zap ER Admin: This is needed for configuring Email Reader Data Source. Zap ER User: This is needed to be given to all users who need “Email Reading” functionality.
How to use “Email Reader” App?
Please refer below blog link: New Dynamics 365 CRM APP Release (July 2019) Update: Now read emails with ease in Dynamics 365 CE / CRM using @ZapObjects Email Reader App
Protected: Getting Started – High level Steps
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Protected: Configuring Data Source
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Protected: Installing Sample Configuration
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Protected: How to embed “Email Reader” Web Resource in Form (Inline)
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How to embed “Email Reader” Web Resource in Form (Related Section)
“Email Reader” Web Resource can be embedded in Form: Inline OR Form: Related Section. To add “Email Reader” Web Resource in Form Inline, refer KB article: Link For adding “Email Reader” Web Resource in Form – Related Section, follow below instructions: Lets consider an example of adding “Email Reader” Web Resource to Related section of […]
