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Zap Helpdesk - Email to Case

Zap Objects

The ultimate Helpdesk App for Dynamics 365 CRM. Takes email based support automation to next level!

Zap Helpdesk – Email to Case App enhances and extends the out-of-box standard email-to-case functionality.

  • Automatically copy Email body to Case Description
  • Ability to copy attachments to case
  • Quick attachment search from Attachment Viewer in Case form
  • Quick Email Reply from Case form using Canned Responses (**New feature: Aug 2018**)
  • Drag-and-Drop attachments for quick email reply from case form
  • Link Case Customer to Account or Contact by matching email address of received email
  • Ability to link Cases even to Leads
  • Track all customer email communications automatically against the case by extracting case number from email subject (eliminate need for manual tracking)
  • Forward to create New Case and automatically link to Customer (original email sender)
  • Create Contact from Unknown Sender + link to account by matching domain
  • Email loop protection
  • Email spam protection
  • Ability to define default values for newly created case
  • Automatic Case Assignment based on keywords in email subject
  • Automatic Case Assignment based on sender email address or email domain
  • Automatic Case Assignment (by tagged agent in email subject by Customer)
  • Ability to setup external and internal email notifications
  • Ability to re-open an existing case or create a new case
  • Detailed Event logging for easier troubleshooting
  • Test Run Feature (ability to do testing without the need of mailbox server side synchronization)

New Update (Sept 2018): Zap Objects now introduces "All-in-One" Annual Subscription plan. The plan covers license for all paid Zap Dynamics 365 CRM Apps!

  1. One simple easy to manage subscription
  2. Cost-effective
  3. Highly affordable
Apps included under this plan:
  1. Zap Copy Record
  2. Zap Team Calendar
  3. Zap Auto-Number
  4. Zap Helpdesk – Email to Case
  5. Zap Email Parser (Email to Any CRM Record)
  6. Zap SSRS Report Scheduler (to be released on Oct 1st, 2018)