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?
PowerChat users are able to interact and track conversations with visitors to their web page, all from within Microsoft Dynamics 365. Open lead and contact records automatically when a chat begins or create a new record directly from the PowerChat window.
The first step in getting started with any managed solution in Microsoft Dynamics 365 is to import the solution under the Solution section in D365, as shown below.
Once the import has completed, double-click on the PowerPack solution you just imported from the solutions list in D365. This will open the configuration screen of the PowerPack solution, where you can select if you'd like to register for a 30-day free trial or subscribe to the add-on.
Under the General section, fill in the required information, including your communication preferences, and click Submit under the “Profile” tab of the form.
In order to successfully register and use a PowerPack Solution, you will need to agree to the terms of our License Agreement, Terms of Service and our Privacy Policy. Please note, declining the terms of use will stop all PowerPack functionality.
Learn more about our updated Terms of Use.
Some PowerPack solutions require connections back to your CRM environment to process data from our cloud. If your PowerPack requires this connection, you’ll see fields for service user username and password. If that is the case, please input credentials of a user that has, at minimum, the Powerxxx Service User security role assigned. This security role includes the minimum level of access this user needs in order for the add-on to function properly.
Note: This user cannot have two-factor or multi-factor authentication turned on.
For information on using the solution please refer to the corresponding user guide.
All of the add-ons are constantly being enhanced with awesome new features, so it's always a good idea for users to make sure their PowerPack add-on are up-to-date.
Updating an add-on is quick and easy! Simply follow these 5 steps:
PowerChat
Live chat and track conversations with visitors on your website within Microsoft Dynamics 365.
Change log
Version: 2.1.0.5
Date: 10/21/2022
- Fixed issue with chat box not closing when using special characters.
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Version: 2.1.0.1
Date: 9/20/2022
- Fixed issue with incomplete chat transcripts.
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Version: 2.1.0.0
Date: 8/29/2022
- Fixed undefined error while submit of chat with Radio button, checkbox & multiple checkbox input.
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Version: 2.0.9.0
Date: 4/8/2022
- The SDK & .net framework version was updated.
- Xrm.getParentAttribute function name changed in activityGridView.js for app source package.
- Provided ability to admin user to add banner with custom message & load custom message in the designer of the widget for PowerChat.
PowerChat Dev Cloud
https://poclouddev2.crm.powerobjects.net/PowerChat/
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Version: 2.0.7.0
Date: 2/28/2022
-JavaScript updates included in package.
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Version: 1.6.1.2016
Date: 2/28/2022
-The tab focus was removed for the input field when a chat is minimized.
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Version: 2.0.6.0
Date: 11/16/2021
-Tab index added for tab focus. Expanded attribute to announce the screen reader for minimize/maximize.
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Version: 1.6.0.2016
Date: 8/27/2021
-Changes made for accessibility issues.
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Version: 2.0.5.0
Date: 7/26/2021
-The PowerChat widget webpage is now compatible with accessibility standards highlighted by the "Accessibility Insights for Web" addon for Chrome.
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Version: 2.0.4.0
Date: 6/24/2021
-Updated configuration page from HTML to ASPX page, in model driven app
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Version: 2.0.3.0
Date: 6/7/2021
-Fixed issue where widget scroll was not properly set
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Version: 1.5.0.2016
Date: 6/3/2021
-Fixed issue where widget scroll was not properly set
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Version: 2.0.1.0
Date: 1/27/2021
-Removed the out of the box business process flows permission
-Unchecked the entity metadata option
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Version: 2.0.0.0
Date: 11.23.2020
-Contains deprecated code changes
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Version: 1.8.0.0
Date: 3/25/2020
-Enhancement: All visitor chats are recorded even if the agent does not accept the invite from the visitor. This is useful for tracking information about visitor chats
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Version: 1.7.0.0
Date: 2/12/2020
-Updated PowerChat model driven app with link to Customer Ideas Forum (User Voice).
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Version: 1.6.0.0
Date: 12/18/2019
-Added a Method to track the signal connection state and reconnect if connection is disconnected or connection is slow
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Version: 1.5.0.0
Date: 12/12/2019
-Enhancement: Now, when a website visitor posts a new message or sends an invite to the agent, the new notification will come through, regardless of where user is in system. It will also show user the visitor name in the notification
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Version: 1.4.0.0
Date: 11/26/2019
-Model-Driven App included in V9 solution. This will make it easier to use PowerChat in the UCI. With this app, you will no longer need to add PowerPack components to the sitemap, as the PowerPacks will come with built in UCI navigation
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Version: 1.3.1.90
Date: 7/23/2019
-PowerChat is now compatible in the Dynamics 365 online UCI
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Version: 1.3.0.2016, 1.3.0.2015 & 1.3.0.2013
Date: 12/28/2018
- Updated to support TLS 1.2
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Version: 1.2.1.2016, 1.2.1.2015 & 1.2.1.2013
Date: 08/30/2018
- If agent accidentally leaves a chat, it is now saved. It's also saved every 30 seconds during the chat.
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Version: 1.2.0.2016, 1.2.0.2015 & 1.2.0.2013
Date: 07/06/2018
- Enhancement: The ability to save Visitor Info in the PowerChat Activity
- Enhancement: The ability to create a Case from the chat session like how we can create a contact or lead.
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Version: 1.1.0.2013, 1.1.0.2015, 1.1.0.2016
Date: 05/29/2018
- Registration screen update, to collect communication preferences and Accept Terms & Conditions (for GDPR compliance)
- Fixed HTML markup in the canned message
- Fixed the Color of End Chat Buttons
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Version: 1.0.0.2016 | 1.0.0.2013
Date: 05/30/2017
- Initial Release
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