Category: Zap Report Scheduler

Zap Report Scheduler Last Reviewed: Dec 2023 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 […]

Step 1: Register License to begin 15-day trial (link) Step 2: Provide necessary Security Roles (link) Step 3: Create Global Settings Record (link) Step 4: Register an Azure App (This step is needed before setting up Authentication – step 5). (link) Step 5: Set up Authentication record (link) Once the above set-up steps have been […]

Below 3 security roles come within the solution: Zap RS User Zap RS Admin Zap RS Export Report (Manual) All users who need to use report scheduling functionality must be given “Zap RS User” role.

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)” […]

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 […]