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

If you face an issue which is not getting resolved after following the troubleshooting steps mentioned in KB article: Then contact support@zapobjects.com with details regarding the issue. (along with the event log – error message) If Zap Support team finds that the issue may be because of failure in report execution then will suggest to […]

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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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