Skip to content

Zap Objects Report Scheduler

Zap Objects Document Automation
Document Automation

Zap Objects Document Automation (a.k.a. Report Scheduler)

It’s great that Microsoft Dynamics added the out of the box capability to generate a PDF from a Dynamics Word Document Template. However, there are a few caveats around this functionality. PDF generation is limited to the following sales entities: Accounts, Contacts, Leads, Opportunities, Quotes, Orders, and Invoices. The 2020 Release Wave 2 will add custom entities to that list. In addition, the out of the box PDF generation allows users to create PDF files directly from Dynamics 365 records. There is no way to easily generate PDFs in a workflow against multiple records.

One of our clients has the requirement to send PDFs to customers from the Case entity record. Due to their need to process in bulk, a workflow is necessary to generate the PDFs and automatically email the PDF attachments.  The out of the box Dynamics 365 PDF generation does not support this business scenario.

We came across Zap Objects Report Scheduler as a potential solution and downloaded a trial version. Having implemented the Zap Helpdesk – Email to Case product for another client, we knew we could depend on Zap Objects for excellent support.

We found that Zap Objects Report Scheduler was easy to configure and provided all of the functionality that our client needed to quickly execute their processes.

Zap Objects Report Scheduler Product Features (used by our client)

Additional Zap Objects Report Scheduler Product Features

Marketing in an All-Digital World.

with ClickDimensions

Lots of great new content and strategies for effective digital marketing.
Thursday - 4/22/2021
Marketing in an All-Digital WorldDigital Marketing w/ ClickDimensions

Small Business Cloud Security - Part I

Email Security

Small businesses are a top target for bad actors, and email is the number attack vector. We'll provide tangible steps to keep intruders out!
Tuesday - 8/24/2021
Small Business Cloud SecurityPart I - Email Security

Small Business Cloud Security - Part II

What's Your Secure Score?

Learn how to quickly discover and fix security vulnerabilities in your Office 365 tenant.
Thursday - 8/26/2021
Small Business Cloud SecurityPart II - What's Your Secure Score?

Dynamics 365 Customer Service

Improve Support to Drive Customer Satisfaction.

Get enterprise class customer support on a small business budget.
Tuesday - 5/25/2021
Dynamics 365 Customer ServiceEnterprise Class Support on a Small Business Budget

How can we help?

Please contact us to let us know if you’d like a same-day quote for any product or service offering; or if there’s anything else we can help you with. Main phone number: 215-310-1750