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PowerMap
See things differently with a map-based visual representation of your Dynamics 365 records.
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Attention

Starting June 1, 2021, we will begin charging a $20 monthly base fee per PowerPack add-on used in your organization. This new charge, which is in addition to your regular user-based charge, will enable HCL-PowerObjects to continue innovating new and exciting ways to enhance your Dynamics 365 experience.

If you’re looking for a more visual representation of records in your system, you’re going to love PowerMap! Once a user has selected an entity and a view, this PowerPack add-on plots all of the individual records from that view on one map. You can map multiple entities, map multiple views at one time, and save your customizable preferences within PowerMap, including map configurations, zoom levels, and views.

Features

  • Supports any entity – as long as it includes an address field.
  • Clicking a pin on the map displays a summary of the record and provides auto-options for things like directions, emailing, assigning, adding to a marketing list, and more.
  • Bulk actions – like assigning the records or adding them to a marketing list – are also available for all pins on the map.
  • Open a record directly from the map simply by clicking on the name of the record in the summary view.
  • Map more than one entity/view on the map at a time.
  • Choose a separate pin for each entity or view you are mapping.
  • Save map and legend configurations so that you can return directly in the future.
  • Share your saved map and legend configurations with your team, saving them time from having to create their own.
  • Heat mapping is available to show where clusters of records exist.
  • Put PowerMap directly on any form in Dynamics 365 to see other records in relation to the one open on your screen.

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Pricing: $1 per user, per month + $20 monthly base fee per PowerPack add-on used in your organization.
All active “full access” Dynamics 365 users in your organization are automatically counted.

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Solution Requirements
ADFS forms-based authentication
Any online implementation of CRM 2016 / Dynamics 365
Attention: Starting June 1, 2021, we will begin charging a $20 monthly base fee per PowerPack add-on used in your organization. This new charge, which is in addition to your regular user-based charge, will enable HCL-PowerObjects to continue innovating new and exciting ways to enhance your Dynamics 365 experience.

Resources

Master Import Guide
Updating a PowerPack
PowerMap Changelog
Importing a New PowerPack
 

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.

  1. To begin the import process, navigate to Settings > Solutions in your D365 environment.
  2. Click on the Import icon. 
    IMPORTANT: If you do not have the proper security permissions to upload a solution, you may need to contact your D365 Admin.
  3. “Browse” and select the PowerPack solution file that you have previously downloaded to your desktop, once the zip file is populated select Next.  
  4. The next screen will verify the details of the solution you are about to import, select Next to move on.
  5. On the next screen you will have to make sure that the “Enable any SDK message processing steps included in the solution” option is selected. Once this box is checked, select Import in the lower right corner. 
    IMPORTANT: If you do not select this checkbox, the solution will not function properly.
  6. Once you have selected the import button a new dialog box will appear showing you a progress bar for the import. This step usually takes 5–10 minutes, depending on the complexity of the solution. 
  7. Once the import has completed, you will see a screen with an overview of the import and components. Simply close and move onto the registration process. 

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.

Updating a PowerPack Solution

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:

  1. Download the latest solution .zip file from the respective PowerPack web page
  2. Log into CRM and navigate to Settings > Solutions
  3. Click Import and walk through the import steps. Remember to select the options to Overwrite Customizations and activate and processes upon re-import. If presented with the option to "Stage for update", leave the checkbox un-checked.
    Note: Choosing to Overwrite Customizations will only overwrite any back-end plugins that may have been updated since the previous version was installed.
  4. Once the import has completed navigate back to the solutions list and double click on the PowerPack you just imported to open the configuration. Here you may be asked to clean up the components of the solution. If prompted, select ok.
  5. Once the clean-up has completed, select Submit to re-sync your registration with the PowerObjects registration system and you are done!
PowerMap Changelog

PowerMap

PowerMap gives you the power to map views of entities within CRM. Pick an entity, pick a view and PowerMap plots the points.

Change log

Version: 4.0.13.0
Date: 2.28.2022

-Updated the SDK version for Nuget (no change in functionality).

= = = = = = = = = =

Version: 4.0.12.0
Date: 12/27/2021

-Updated framework to 4.6.2. Solution will work after 9.2.21092.00145

= = = = = = = = = =

Version: 4.0.9.0
Date: 9/23/2021

-Bug Fix: When the user is updating an address with the same value, there is now a validation check to not call Bing Map API

= = = = = = = = = =

Version: 4.0.6.0
Date: 7/26/2021

-Bug fix: Fixed the issue where users were unable to upload more than 1000 records to a marketing list and were unable to assign an owner.

= = = = = = = = = =

Version: 4.0.5.0
Date: 6/3/2021

-Updated the script code to work for plural name
-Updated the PowerPack icon to SVG
-Updated the configuration page from ASPX to HTML

= = = = = = = = = =

Version: 4.0.4.0
Date: 2/25/2021

-Fix: Fixed issue where there would be an error on the PowerMap configuration page when updating the solution ("error checking for out-of-date items in this solution").
-Removed the out of the box business process flows permission
-Unchecked the entity metadata option

= = = = = = = = = =

Version: 4.0.3.0
Date: 2/4/2021

-Enhancement: Includes new feature to create territories
-Fix: Record count will display 50,000+ when record count is more than 50,000 on any record in "entity to map." Fixes error users were getting when opening entity "error while retrieving count"
-Fix: User entity in "entity to map" will be geocoded properly. Active records will be geocoded and inactive records will be skipped.
-Fix: Records will only be geocoded if there is data in zipcode, street 1, and street 2 address.

= = = = = = = = = =

Version: 4.0.1.0
Date: 11/23/2020

-Contains deprecated code changes for UCI

= = = = = = = = = =

Version:1.0.1.2 Bulk Geocode Utility
Date:5.27.2020

-Updated the CRM SDK version and framework

= = = = = = = = = =

Version: 3.10.0.0
Date: 2/11/2020

-Updated PowerMap model driven app with link to Customer Ideas Forum (User Voice)

= = = = = = = = = =

Version: 3.9.0.0
Date: 12/11/2019

-Bug fix: Users now able to load PowerMap on their mobile app
-PowerMap forms are now working in the UCI

= = = = = = = = = =

Version: 3.5.1.0
Date: 10/4/2019

-Bug Fix: Fixed issue where geocode plugin was not updating on existing entity to map records

= = = = = = = = = =

Version: 3.4.7.90 & 3.4.7.2016
Date: 7/23/2019

-Added support tab in PowerMap configuration page (PowerMap solution/Configuration/Support), which allows users to open a ticket directly from the solution and reduces the time it takes for PowerPack pros to troubleshoot issues.
-PowerMap is now App Aware in the Dynamics 365 online UCI

= = = = = = = = = =

Version: 3.4.6.2016
Date: 04/15/2019

- Changed the wording 'Townfolk Records' to 'Mulitple Records' when viewing two pins at the same location.

= = = = = = = = = =

Version: 3.4.1.2015
Date: 03/11/2019

- Initial release of 2015-specific solution

= = = = = = = = = =

Version: 3.4.5.2016
Date: 12/28/2018

- Bug fix where orange dot wasn't appearing on the record the PowerMap web resource was on

= = = = = = = = = =

Version: 3.4.2.2016
Date: 09/25/2018

- Updated to support TLS 1.2

= = = = = = = = = =

Version: 3.4.1.2016 & 3.4.1.2013
Date: 07/06/2018

- Added additional pin images

= = = = = = = = = =

Version: 3.4.0.2016 & 3.4.0.2013
Date: 5/25/2018

- Geocode Inactive Records enhancement
- Zip Code Search enhancement
- Route Optimization enhancement
- Bug fix: Clearing Pins from Map on Click "New Map Definition"
- Re-Designed the Slider for Heat Map
- Small change: If we have more than 10,000 records to geocode we direct them to PowerObjects website (for bulk geocoding tool) instead of giving the PowerPack Support Email Address
- Registration screen update, to collect communication preferences and Accept Terms & Conditions (for GDPR compliance)

= = = = = = = = = =

Version: 3.1.13.2016
Date: 2/19/2018

- Updated common code to address plugin time out issues (as recommended by Microsoft)

= = = = = = = = = =

Version: 3.0.9.2013
Date: 01/25/2016

- Improved rendering map pins when viewing on iOS mobile devices

= = = = = = = = = =

Version: 3.0.8.2013
Date: 01/08/2016

- Enhanced for use with Tablets
- Enhanced for mobile use

= = = = = = = = = =

Version: 3.0.5.2013
Date: 07/06/2015

- Enhanced to allow for config of either shortest or fastest route

= = = = = = = = = =

Version: 3.0.4.2013
Date: 12/09/2014

- Enhanced to be CRM 2015 compatible

= = = = = = = = = =

Version: 3.0.3.2013
Date: 9/10/2014

- Can now select km or mi to display distance in PowerMap

= = = = = = = = = =

Version: 3.0.1.2011 & 3.0.2.2013
Date: 1/16/2014

- Small bug fix related to an error that shows if not in compatibility mode in IE

= = = = = = = = = =

Version: 3.0.0.2013
Date: 10/04/2013

- Optimized for CRM 2013

= = = = = = = = = =
Version: 2.9.1.2011
Date: 10/04/2013

- Release of PowerMapv3, with great new features:
- Ability to use heat maps
- Users can get driving directions and print them out
- Add mapped records directly to CRM Marketing Lists
- Ability to change a record's owner right from a mapped pin
- Send an email to a mapped record from the pin's information box

= = = = = = = = = =

Version: 2.0.0.2011
Date: 10/04/2013

- Updated to be CRM 2013 compatible

= = = = = = = = = =
Version: 2.0.0.1
Date: 7/30/2013

-Fix: Issue with blank map in some on-prem CRMs
-Fix: Decimal separator issue in some foreign language CRMs

= = = = = = = = = =

Version: 2.0.0.0
Date: 6/17/2013

- Release of PowerMapv2, with great new features, including:
- The ability to map multiple views & multiple entities on the same map, with different colored pins
- Each user can save their map configurations
- Put a map directly on a CRM record form
- Add the map to a CRM Dashboard & view a PowerMap in a browser

= = = = = = = = = =

Version: 1.0.0.2
Date: 4/25/2013

- Fix: In non-ADFS local/hosted setups, the URL is now correct to open the CRM record.

= = = = = = = = = =

Version: 1.0.0.1
Date: 4/23/2013

- Fix: Any error in geocoding might cause geocoding to fail, but the record will now always create or update.

= = = = = = = = = =

Version: 1.0.0.0
Date: 4/12/2013

- Initial release

= = = = = = = = = =

  • Master Import Guide

    Importing a New PowerPack
     

    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.

    1. To begin the import process, navigate to Settings > Solutions in your D365 environment.
    2. Click on the Import icon. 
      IMPORTANT: If you do not have the proper security permissions to upload a solution, you may need to contact your D365 Admin.
    3. “Browse” and select the PowerPack solution file that you have previously downloaded to your desktop, once the zip file is populated select Next.  
    4. The next screen will verify the details of the solution you are about to import, select Next to move on.
    5. On the next screen you will have to make sure that the “Enable any SDK message processing steps included in the solution” option is selected. Once this box is checked, select Import in the lower right corner. 
      IMPORTANT: If you do not select this checkbox, the solution will not function properly.
    6. Once you have selected the import button a new dialog box will appear showing you a progress bar for the import. This step usually takes 5–10 minutes, depending on the complexity of the solution. 
    7. Once the import has completed, you will see a screen with an overview of the import and components. Simply close and move onto the registration process. 

    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.

  • Updating a PowerPack

    Updating a PowerPack Solution

    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:

    1. Download the latest solution .zip file from the respective PowerPack web page
    2. Log into CRM and navigate to Settings > Solutions
    3. Click Import and walk through the import steps. Remember to select the options to Overwrite Customizations and activate and processes upon re-import. If presented with the option to "Stage for update", leave the checkbox un-checked.
      Note: Choosing to Overwrite Customizations will only overwrite any back-end plugins that may have been updated since the previous version was installed.
    4. Once the import has completed navigate back to the solutions list and double click on the PowerPack you just imported to open the configuration. Here you may be asked to clean up the components of the solution. If prompted, select ok.
    5. Once the clean-up has completed, select Submit to re-sync your registration with the PowerObjects registration system and you are done!
  • PowerMap Changelog
    PowerMap Changelog

    PowerMap

    PowerMap gives you the power to map views of entities within CRM. Pick an entity, pick a view and PowerMap plots the points.

    Change log

    Version: 4.0.13.0
    Date: 2.28.2022

    -Updated the SDK version for Nuget (no change in functionality).

    = = = = = = = = = =

    Version: 4.0.12.0
    Date: 12/27/2021

    -Updated framework to 4.6.2. Solution will work after 9.2.21092.00145

    = = = = = = = = = =

    Version: 4.0.9.0
    Date: 9/23/2021

    -Bug Fix: When the user is updating an address with the same value, there is now a validation check to not call Bing Map API

    = = = = = = = = = =

    Version: 4.0.6.0
    Date: 7/26/2021

    -Bug fix: Fixed the issue where users were unable to upload more than 1000 records to a marketing list and were unable to assign an owner.

    = = = = = = = = = =

    Version: 4.0.5.0
    Date: 6/3/2021

    -Updated the script code to work for plural name
    -Updated the PowerPack icon to SVG
    -Updated the configuration page from ASPX to HTML

    = = = = = = = = = =

    Version: 4.0.4.0
    Date: 2/25/2021

    -Fix: Fixed issue where there would be an error on the PowerMap configuration page when updating the solution ("error checking for out-of-date items in this solution").
    -Removed the out of the box business process flows permission
    -Unchecked the entity metadata option

    = = = = = = = = = =

    Version: 4.0.3.0
    Date: 2/4/2021

    -Enhancement: Includes new feature to create territories
    -Fix: Record count will display 50,000+ when record count is more than 50,000 on any record in "entity to map." Fixes error users were getting when opening entity "error while retrieving count"
    -Fix: User entity in "entity to map" will be geocoded properly. Active records will be geocoded and inactive records will be skipped.
    -Fix: Records will only be geocoded if there is data in zipcode, street 1, and street 2 address.

    = = = = = = = = = =

    Version: 4.0.1.0
    Date: 11/23/2020

    -Contains deprecated code changes for UCI

    = = = = = = = = = =

    Version:1.0.1.2 Bulk Geocode Utility
    Date:5.27.2020

    -Updated the CRM SDK version and framework

    = = = = = = = = = =

    Version: 3.10.0.0
    Date: 2/11/2020

    -Updated PowerMap model driven app with link to Customer Ideas Forum (User Voice)

    = = = = = = = = = =

    Version: 3.9.0.0
    Date: 12/11/2019

    -Bug fix: Users now able to load PowerMap on their mobile app
    -PowerMap forms are now working in the UCI

    = = = = = = = = = =

    Version: 3.5.1.0
    Date: 10/4/2019

    -Bug Fix: Fixed issue where geocode plugin was not updating on existing entity to map records

    = = = = = = = = = =

    Version: 3.4.7.90 & 3.4.7.2016
    Date: 7/23/2019

    -Added support tab in PowerMap configuration page (PowerMap solution/Configuration/Support), which allows users to open a ticket directly from the solution and reduces the time it takes for PowerPack pros to troubleshoot issues.
    -PowerMap is now App Aware in the Dynamics 365 online UCI

    = = = = = = = = = =

    Version: 3.4.6.2016
    Date: 04/15/2019

    - Changed the wording 'Townfolk Records' to 'Mulitple Records' when viewing two pins at the same location.

    = = = = = = = = = =

    Version: 3.4.1.2015
    Date: 03/11/2019

    - Initial release of 2015-specific solution

    = = = = = = = = = =

    Version: 3.4.5.2016
    Date: 12/28/2018

    - Bug fix where orange dot wasn't appearing on the record the PowerMap web resource was on

    = = = = = = = = = =

    Version: 3.4.2.2016
    Date: 09/25/2018

    - Updated to support TLS 1.2

    = = = = = = = = = =

    Version: 3.4.1.2016 & 3.4.1.2013
    Date: 07/06/2018

    - Added additional pin images

    = = = = = = = = = =

    Version: 3.4.0.2016 & 3.4.0.2013
    Date: 5/25/2018

    - Geocode Inactive Records enhancement
    - Zip Code Search enhancement
    - Route Optimization enhancement
    - Bug fix: Clearing Pins from Map on Click "New Map Definition"
    - Re-Designed the Slider for Heat Map
    - Small change: If we have more than 10,000 records to geocode we direct them to PowerObjects website (for bulk geocoding tool) instead of giving the PowerPack Support Email Address
    - Registration screen update, to collect communication preferences and Accept Terms & Conditions (for GDPR compliance)

    = = = = = = = = = =

    Version: 3.1.13.2016
    Date: 2/19/2018

    - Updated common code to address plugin time out issues (as recommended by Microsoft)

    = = = = = = = = = =

    Version: 3.0.9.2013
    Date: 01/25/2016

    - Improved rendering map pins when viewing on iOS mobile devices

    = = = = = = = = = =

    Version: 3.0.8.2013
    Date: 01/08/2016

    - Enhanced for use with Tablets
    - Enhanced for mobile use

    = = = = = = = = = =

    Version: 3.0.5.2013
    Date: 07/06/2015

    - Enhanced to allow for config of either shortest or fastest route

    = = = = = = = = = =

    Version: 3.0.4.2013
    Date: 12/09/2014

    - Enhanced to be CRM 2015 compatible

    = = = = = = = = = =

    Version: 3.0.3.2013
    Date: 9/10/2014

    - Can now select km or mi to display distance in PowerMap

    = = = = = = = = = =

    Version: 3.0.1.2011 & 3.0.2.2013
    Date: 1/16/2014

    - Small bug fix related to an error that shows if not in compatibility mode in IE

    = = = = = = = = = =

    Version: 3.0.0.2013
    Date: 10/04/2013

    - Optimized for CRM 2013

    = = = = = = = = = =
    Version: 2.9.1.2011
    Date: 10/04/2013

    - Release of PowerMapv3, with great new features:
    - Ability to use heat maps
    - Users can get driving directions and print them out
    - Add mapped records directly to CRM Marketing Lists
    - Ability to change a record's owner right from a mapped pin
    - Send an email to a mapped record from the pin's information box

    = = = = = = = = = =

    Version: 2.0.0.2011
    Date: 10/04/2013

    - Updated to be CRM 2013 compatible

    = = = = = = = = = =
    Version: 2.0.0.1
    Date: 7/30/2013

    -Fix: Issue with blank map in some on-prem CRMs
    -Fix: Decimal separator issue in some foreign language CRMs

    = = = = = = = = = =

    Version: 2.0.0.0
    Date: 6/17/2013

    - Release of PowerMapv2, with great new features, including:
    - The ability to map multiple views & multiple entities on the same map, with different colored pins
    - Each user can save their map configurations
    - Put a map directly on a CRM record form
    - Add the map to a CRM Dashboard & view a PowerMap in a browser

    = = = = = = = = = =

    Version: 1.0.0.2
    Date: 4/25/2013

    - Fix: In non-ADFS local/hosted setups, the URL is now correct to open the CRM record.

    = = = = = = = = = =

    Version: 1.0.0.1
    Date: 4/23/2013

    - Fix: Any error in geocoding might cause geocoding to fail, but the record will now always create or update.

    = = = = = = = = = =

    Version: 1.0.0.0
    Date: 4/12/2013

    - Initial release

    = = = = = = = = = =

PowerPack Support

HCL’s Microsoft Business Applications Practice has a team of support engineers ready to help! Our PowerPack Pros are passionate about helping trial and subscribed users alike get the most out of their Add-ons.

User Guide

Learn more about using this PowerPack.

View User Guide

Ideas?

Have ideas? Post in our forum.

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