If you're considering a switch from Salesforce to Microsoft, you probably have some questions. For instance, what should you consider from a business planning perspective to ensure your transition is as hassle free as possible?
Every user who would like to have access to PowerOneView will need the PowerOneView User security role assigned to them. System Administrators will automatically see PowerOneView on the entities, without having the security role assigned.
Note: Users will only see records that they have read access to, in the PowerOneView area. For example, if the administrator has set PowerOneView up to show Appointments, and the user does not have read privileges to the Appointment entity, they will not see Appointments in PowerOneView.
Once you have imported and registered the PowerOneView solution for your Microsoft Dynamics CRM system it will need to be configured. Configuring PowerOneView will allow you to choose exactly what is shown for each individual entity when searched with PowerOneView.
To configure PowerOneView navigate to the setup tab, the default configuration that comes with PowerOneView will be displayed. Anything in this default configuration can be edited to reflect what you’d like to see within PowerOneView for each particular entity. The setup of PowerOneView is like a tree structure. The entities aligned to the very left side of this view are the highest level entities. Below the highest level entities, you may see a list of sub-entities, indented slightly. These are the entities that will be rolled up in the highest level entity’s PowerOneView window.
To add an additional high-level CRM entity to include PowerOneView on, click “+ One View.”
Then select the entity you would like to add, the window will close, and you’ll see the entity at the bottom of the list. After the entity has been added, select the “+ Add Related” button and choose which related records you’d like to rollup under the entity. You can narrow down the related records by Relationship through the dropdown or if you’d only like to see related activities, select the checkbox next to “Show Only Activities”.
Activities that you have specified in the highest level PowerOneView from all related entities will automatically roll up to the PowerOneView on the highest level entity.
Hint: It may be helpful to have the configuration screen open at the same time as the entity you are trying to configure. After you change something in the configuration, save, and refresh the PowerOneView of the entity you’re configuring to view the changes you just made.
With PowerOneView, you can choose to go as far down the hierarchy as you want. For example, if you wanted to show contacts related to a sub-account that is related to a high-level account, then on the high-level account’s PowerOneView, you could add an additional rollup entity by clicking “+ Add Related” at the top of the PowerOneView configuration.
Note: Do not add activities as a high-level entity in the PowerOneView configuration, this will cause an error in PowerOneView. Configure which activities are rolled up in PowerOneView by clicking “+ Add Related” while the highest-level entity is selected.
Note: PowerOneView does not support the "Post" entity.
Under the Field Mapping tab, you’ll configure the Name and Detail columns as well as the reading pane by dragging and dropping the record’s fields. To choose what is shown in the “Name” and “Detail”, drag the record field’s you desire into the Map Name and Map Detail fields.
The next step is to configure the reading pane. There is a default configuration in place, but the reading pane is fully customizable and allows you to easily adjust the information shown to meet your organization’s preferences. To update the default view select an entity from the dropdown at the top of the page, then select a field you would like to displayed from the list on the left, and drag and drop that field onto the reading pane, located on the right side. You can removed any of the fields from the mappings or reading pane by selecting the “X” next to it.
Once you’ve finished, select Save.
To add PowerOneView to an entity in your CRM system, the first thing you will want to do is make sure that entity is configured in the PowerOneView solution. Please note that the solution will automatically add the PowerOneView navigation tab to the Account, Contact, Lead and Opportunity forms.
Navigate to the entity you would like to add PowerOneView to. Open a record, and click on the ellipses > Form.
Click on Navigation.
Go to the insert tab and select the Navigation link.
Name the Navigation link PowerOneView, find the PowerOneView icon, find the PowerOneView web resource and click OK.
Navigate back to the Home Tab, click on Save, then Publish.
Note: You can also choose to add the PowerOneView web resource to the main form of the record, if you don’t want it in the navigation area.
To use PowerOneView, open a record you’ve added PowerOneView to. You will see PowerOneView under the upper navigation area. If you click on it, PowerOneView will load all of the records you’ve chosen view.
You can filter your results by type, status, when the activities were created or modified on, and include related child records if you wish. You can also search within the records. However, please be aware that only the information displayed in the “name” and “detail” columns will be searched through when you type in a search word.
You can also add activities to the record that you’ve selected within PowerOneView with one click, using the handy activity toolbar. Note that these records will be set regarding the record that you’ve highlighted within PowerOneView, not the record that you’re viewing PowerOneView on.
To uninstall, first delete PowerOneView from the left navigation of any entities that you manually added it to. Then uninstall as usual, by deleting the solution. Deleting the solution will remove PowerOneView on all out-of-the-box entities that it was added to.
Uninstalling the solution does not unsubscribe the solution. If you're discontinuing use of the add-on, you must first unsubscribe in the solution.
Thank you for your interest in PowerOneView, should you choose to subscribe you will be charged $1/enabled CRM user/month. If you have any questions or run into any issues with PowerOneView, our friendly support team is here to help!