Zap Report / View Scheduler
avtor: Zap Objects
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Schedule Reports / Views / Excel / Word Templates + Power Automate / Workflow + 1-Click Export
What all Zap Report Scheduler App for Dynamics 365 CE/ Power Apps can do?
SCHEDULING + DOCUMENT AUTOMATION FLOWS + 1-CLICK EXPORT & AUTO-ATTACH TO EMAIL
Features:
- Schedule Multiple Report Exports to be received in email
- Export Reports using Power Automate or Workflow
- 1-Click ability to Export Report & Automatically attach to email (saves you 7-9 clicks...great productivity booster)
- Schedule Multiple Excel Templates to be received in email
- Schedule View to be received in Email (most users are comfortable in building views using advanced find...so this feature helps a lot)
- Ability to save the exported report automatically to SharePoint for historic purpose
- Ability to share the exported report to teams channel
- Ability to generate PDF from Word Template through Power Automate / Workflow
- Report exports can be delivered inline in email or as an attachment
- Report formats supported: PDF, Excel, CSV, Word, PPT, TIFF
- Report Exports can be emailed to even external email addresses
- Bulk Scheduling feature - Ability to schedule single report to multiple CRM Users (optionally each one could receive only their OWN records)
Recent Updates:
Automate sharing of generated report in Teams (For details, refer blog link)
New Updates from Zap Objects:
Zap Objects now introduces "All-in-One" Annual Subscription plan. The plan covers license for all paid Zap Dynamics 365 CRM Apps!
- One simple easy to manage subscription
- Cost-effective
- Highly affordable
- Zap Copy Record
- Zap Calendar Pro
- Zap Helpdesk – Email to Case: Most comprehensive Helpdesk built on Dynamics 365 for Customer Service
- Zap Email Parser (Email to Any CRM Record)
- Zap Report / View Scheduler
- Zap Notifications Generator
- Zap Attachment Viewer
- Zap Email Reader
- Zap PSA Time Entry App (Case + Timesheet)
Hiter pregled
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