This great solution allows Dynamics 365 users to quickly view the last completed activity, along with the time and date stamp of that activity. Having this information available directly on the entity records enables users to quickly see the last time anyone in CRM has reached out to the record and what type of interaction it was.
Last activity can be viewed on:
Additionally, users can pull advanced finds and reports off of these two fields. For example, a user could set-up a dashboard in CRM for all cases that have been open for more than seven days and have not been touched in the last two days. They can then have processes to make sure those cases are being followed-up properly. Another great example of utilizing the PowerLastActivity fields is a workflow that emails record owners when their records haven’t been followed-up with in the past week, month or year. The possibilities are truly endless.
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:
PowerLastActivity
PowerLastActivity allows Microsoft Dynamics CRM users to track the last completed activity along with the time and date directly on any entity form in CRM.
Change log
Version: 3.0.9.0
Date: 4/7/2022
- Welcome screen and get started page fix.
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Version: 3.0.7.0
Date: 10/7/2021
-Fix for the issue where the session activity was not updating in the last activity Grid as expected.
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Version: 3.0.5.0
Date: 8/27/2021
-SetStateDynamics to Update changes
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Version: 3.0.3.0
Date: 6/7/2021
-Updated configuration page with the new HTML
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Version: 3.0.2.0
Date: 5/6/2021
-Fixed issue where on status code change in setdynamic state of email, the label was not updating correctly.
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Version: 3.0.1.0
Date: 1/27/2021
-Removed the out of the box business process flows permission
-Unchecked the entity metadata option
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Version: 3.0.0.0
Date: 10/5/2020
-Contains deprecated changes for UCI
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Version: 1.0.0.1 (PowerLastActivity Utility)
Date: 4.27.2020
-Replaced Discovery Service with SDK method RetrieveCurrentOrganizationResponse
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Version: 2.6.0.0
Date: 2.13.2020
-Updated PowerLastActivity model driven app with link to PowerObjects Customer Ideas Forum (User Voice).
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Version: 2.3.4.2016
Date: 1/24/2020
-Timestamp along with lastactivity date are now included in the lastactivity date field
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Version: 2.5.0.0
Date: 12.24.2019
-Updates made in plugin for email activities
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Version: 2.3.3.90
Date: 6/4/2019
-Initial release of Dynamics 365 online UCI compatible version
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Version: 2.3.3.2015
Date: 03/22/2019
- Initial release of 2015 solution
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Version: 2.3.3.2016
Date: 12/28/2018
- Updated the Plugin to Support Quick Campaigns
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Version: 2.2.2.2016 & 2.2.2.2013
Date: 10/15/2018
- Fix to show proper Display Name instead of schema name for custom activities added to PowerLastActivity
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Version: 2.2.0.2016 & 2.2.0.2013
Date: 05/29/2018
- Registration screen update, to collect communication preferences and Accept Terms & Conditions (for GDPR compliance)
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Version: 2.1.5.2013
Date: 05/03/2018
- Solution clean-up to improve performance
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Version: 2.1.12.2016
Date: 04/18/2018
- Fixed small bug in setup tab
- Fixed script errors appearing on leads in v9 of D365 online
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Version: 2.1.8.2016 & 2.1.4.2013
Date: 04/02/2018
- Fixed small bug to improve solution functionality
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Version: 2.1.6.2016
Date: 02/23/2018
- Updated common code to address plugin time out issues (as recommended by Microsoft)
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Version: 2.1.3.2016
Date: 4/28/2017
- Small fix to improve performance
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Version: 2.1.2.2016
Date: 3/8/2017
- Enhanced to work with Dynamics 365
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Version: 2.1.1.2013
Date: 3/8/2017
- Improved performance
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Version: 2.1.0.2013
Date: 05/29/2015
- Initial release
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