Zap Report Scheduler 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 […]
Category: Zap Report Scheduler
Protected: Navigating the App (Sitemap)
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High Level Steps
Step 1: Register License to begin 15-day trial (link) Step 2: Create Global Settings Record (link) Step 3: Register an Azure App (This is needed, if you intend to use Authentication Type:”Azure App” … other option for Authentication is: Credentials where you need to enter a Username and Password) We recommend using the “Azure App” […]
Export Report Feature (Manually) – Approach 1 : Clicking “Export Report” button
A very common use-case for Sales Users is to generate a Quote PDF from Quote form and send it to Customer in email. Now if you need to generate this pdf from a Dynamics 365 Report (export) & attach it to email…then it takes about 10+ Clicks! Using “Zap Report Scheduler” App’s “Export Report (Manually)” […]
Export Report Feature (Manually) – Approach 2 : 1-Click using Custom button
In previous KB article: link… we have explained Approach 1: Exporting Report manually by Clicking “Export Report” Button. In this KB article, we explain another approach of: Exporting report in 1-Click by clicking “Custom buttons” added within the form! The way we do this is: Create “Export Report” configuration record… where we specify that Quote […]
Protected: Getting Started – Global Settings
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Protected: Register an Azure App (no azure credits needed)
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Protected: Getting Started – Set Up Authentication
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Protected: Report Scheduling
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Protected: View Scheduling
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