Release Notes

Zap SSRS Report Scheduler For list of known issues refer KB article: https://support.zapobjects.com/zap-app-ssrs-report-scheduler/known-issues/ Some areas of user-guide are password protected. Email support@zapobjects.com from your official email address to request password.  

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How does Zap SSRS Report Scheduler App work?

Zap Object’s SSRS Report Scheduler App for Dynamics 365 CRM (Online / On-Premise) allows you to have reports (Out-of-box or Custom) automatically run at specified dates and times without any user intervention. The report output file can be emailed to a recipient of your choice. In this KB article, we would go through the steps needed […]

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Getting Started (3) – Global Settings

Browse to Zap Apps >> Zap RS Global Setting and click “New” Explanation of form fields: Email – From Recipient – Type: User / Queue : The “From” recpient of the email generated by report scheduler can be either a crm user or queue. If this value is selected as “User” than select the crm-user […]

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Viewing emails generated for a scheduled report

Once you have scheduled the report (by creating RS Scheduled records)…you can view the generated emails under the related section of the record (as shown in screenshot below):   Closed Activties: will show the emails generated for this particular schedule (and status as completed / sent) Activities: will show the emails generated for this particular […]

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Troubleshooting

If the email (with report) did not generate based on the schedule created, below are the steps for troubleshooting: Step 1: Do the emails show-up in the related section of scheduled record? Refer KB article: Viewing emails generated for a scheduled report If not then proceed to next step… Step 2: Did you set the checkbox […]

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Ultimate Troubleshooting – Running the Scheduled report in Safe Mode

What is Safe Mode? Report Scheduler App runs the report under the credentials of user which has been specified in the “User Authentication Setup” page. Next, the app applies impersonation (by adding additional filters) to show only those records to which “Zap RS Configuration” record Owner has permissions. In safe mode, this additional step of […]

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Known Issues

Version: 5.0.2016.0001  Release Date: Oct-30-2018 Notes: This build is compatible with CRM On-Premise too! Known Issues: 1. The number of records per report has been limited to 1000. This limitation is only applicable for non-admin user. An admin user can used the advanced safe mode feature for report scheduling (this does not have any limitation […]

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