Security Roles

Below 3 Security roles are provided: Zap NO User (This role also has the read privilege for Dynamics 365 Notification table) Zap NO Manager Zap NO Admin Below table explains the different privileges that each Security Role supports: Security  Roles View Form Notifications View Bell Notifications Form Notifications (Create/Update)  Recurring Notifications (Create/Update) General Notifications (Create/Update) […]

Read More

High Level Steps

Step 1: Register License to begin 15-day trial (link) Step 2: Go through Points to Note (link) Step 3: Provide necessary Security Roles (link) Step 4: Create Global Settings Record (link) Step 5: Create General Notification configuration (link) Step 6: Create Trigger Notification configuration (link) Step 7: Create Recurring Notification configuration (link) Step 8: Configuring […]

Read More