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.
In today’s fast-paced world, it’s more important than ever to get a 360-degree view of customers at the click of a button. With the power of Microsoft Dynamics 365 and PowerOneView, it is now possible to view all records and information related to an entity in a single configurable reading pain.
Simply open a contact, lead, account, opportunity, or any other record, click on PowerOneView, and all related records will instantly display in the OneView pane. Simply scroll through the records one by one while the reading pane displays each record’s contents. In other words, it is no longer necessary to open each and every record to see its contents!
When imported, PowerOneView is automatically added to the following entities: Contact, Lead, Account, Opportunity, and Case. However, it can easily be added to any other entity within Dynamics 365 – even custom entities!
Features
Price is per user, per month. All enabled users are automatically counted – this includes read-only users, admin-only users, and service accounts.
ADFS forms based authentication
Any Online or on-premise 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.
The first step in getting started with any managed solution in Microsoft Dynamics CRM is to import the solution under the Solution section of CRM. To navigate to this section, you would simply go to Settings > Solutions > Select the Import button from the ribbon. This will prompt a dialog box that will walk you through the import process, which is shown below.
Once the import has completed, double-click on the PowerPack solution you just imported from the solutions list in CRM. 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, once you have completed the form select the “Submit” button which is located 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 PowerPacks 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:
PowerOneView Changelog
PowerOneView
PowerOneView allows you to easily search, filter and read all information contained in standards-related activities without having to open the record. You can quickly scroll through a long list of historical activities, notes, and related records and find the information you need in a matter of seconds with a click or two. Consolidate all related records into one view. PowerOneView features a configurable reading pane to display information you need so you don’t have to open a new window.
Change log
PowerOneView
Version: 2.0.12.0
Date: 5/24/2022
-This package only contains the sales module as previous versions failed to import due to references to field service and project service.
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Version: 2.0.11.0
Date: 5/11/2022
-Fixed the Poweroneview yellow bar issue and scroll bar added for the Type grid.
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Version: 2.0.10.0
Date: 4/28/2022
-Poweroneview yellow bar issue and scroll bar added for the Type grid.
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Version: 2.0.7.0
Date: 1/25/2022
-Fixed the issue for the Welcome Screen and Get Started page.
-Fixed issue where there was an error on the field mapping after deleting one entity from the setup tab and saving.
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Version: 2.0.6.0
Date: 11/29/2021
-Fixed issue where the PowerOneView setup tab would be stuck on loading after adding additional related entities and clicking on save.
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Version: 2.0.5.0
Date: 8/26/2021
-Fixed the issue where data was not being sorted based on descending order on the first time load.
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Version: 2.0.4.0
Date: 12/27/2020
-Out of the box cleanup for Javascript files
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Version: 2.0.3.0
Date: 12/16/2020
-Out of the box cleanup
-Removed the out of the box business process flows permission
-Unchecked the entity metadata option
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Version: 2.0.2.0
Date: 11/23/2020
-Contains deprecated code changes for UCI
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Version: 1.10.0.0
Date: 3.24.2020
-Related Entities that are configured on the PowerOneView configuration page setup tab will now show up in the PowerOneView model driven app, even if the entities are not accessible through the model driven app of another add-on
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Version: 1.9.0.0
Date: 2/11/2020
-Updated PowerOneView model driven app with link to Customer Ideas Forum (User Voice).
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Version: 1.8.0.0
Date: 11/26/2019
-Forms are now enabled in the UCI
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Version: 1.6.0.0
Date: 10/18/2019
-Model-Driven App included in V9 solution. This will make it easier to use PowerOneView in the UCI
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Version: 1.5.6.90 & 1.5.5.2016
Date: 9.16.2019
-Enhancement: Ability to show attachments related to an email in PowerOneView
-Proper ordering of tabs in the PowerOneView configuration page
-V9 solution works for classic interface as well
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Version: 1.5.4.90
Date: 6/24/2019
-PowerOneView is now App Aware in the Dynamics 365 online UCI
-Added support tab in PowerOneView configuration page (PowerOneView solution/Configuration/Support), which allows users to open a ticket directly from the solution and reduces the amount of time for PowerPack pros to troubleshoot the issues.
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Version: 1.5.3.2016
Date: 3/22/2019
- Code cleanup & optimization
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Version: 1.5.2.2015 & 1.5.2.2016
Date: 2/15/2019
- TLS Code and User count updated
- Initial release of 2015-specific solution
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Version: 1.5.1.2013 & 1.5.1.2016
Date: 12/21/2018
- Bug fix: After clearing out the search bar in PowerOneView, the grid now resets
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Version: 1.5.0.2013 & 1.5.0.2016
Date: 05/25/2018
- Registration screen update, to collect communication preferences and Accept Terms & Conditions (for GDPR compliance)
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Version: 1.4.16.2016 | 1.4.16.2013
Date: 03/03/2018
- Solution customizations cleaned.
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Version: 1.4.15.2016
Date: 02/19/2018
- Enhanced plugin performance (as recommended by Microsoft)
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Version: 1.4.14.2016 | 1.4.14.2013
Date: 11/30/2017
- Small App source fixes
- Resolved a bug where the end user would click on the name of a custom entity and the record wouldn’t pop open.
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Version: 1.4.13.2016 | 1.4.10.2013
Date: 10/1/2017
- Small fix to improve code for use with AppSource
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Version: 1.4.9.2013
Date: 05/11/2017
- Enhanced JQuery and JQuery UI
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Version: 1.4.12.2016
Date: 04/26/2017
- Enhanced JQuery and JQuery UI
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Version: 1.4.9.2016
Date: 02/26/2017
- Improved for use with Dynamics 365
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Version: 1.4.7.2013
Date: 3/5/2016
- Improved configuring for Activity Parties
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Version: 1.4.6.2013
Date: 2/8/2016
- Small fix to components added in sitemap on import
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Version: 1.4.5.2013
Date: 10/31/2015
- Enhanced to provide tree view of related records
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Version: 1.3.5.2013
Date: 07/07/2015
- Fix with filtering by Activity Party created on date
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Version: 1.3.4.2013
Date: 04/03/2015
- Small bug fix with adding new activities on the fly
- Small bug fix with adding notes on the fly from quick toolbar
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Version: 1.3.3.2013
Date: 12/02/2014
- Added a sortable date column
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Version: 1.3.2.2013
Date: 12/02/2014
- Bug fix: Fixed an issue with use in Outlook prompting login when opening a record
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Version: 1.3.0.2013
Date: 08/06/2014
- Optimized for CRM 2013
- Now saves user preferences for Type, Status and Filters
- PowerOneView structure now supports many-to-one, one-to-many, and many-to-many relationships
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Version: 1.2.3.2011
Date: 10/04/2013
- Updated to be CRM 2013 compatible
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Version: 1.2.0.0
Date: 12/31/2012
- Updated PowerOneView to support UR12
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Version: 1.0.3.0
Date: 6/15/2012
- When PowerOneView is uploaded, the configuration is now automatically saved when registration information is submitted.
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Version: 1.0.2.0
Date: 5/18/2012
- Can now open records found by PowerOneView from Outlook, without having to enter your username and password
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Version: 1.0.1.0
Date: 4/12/2012
- Updated registration
- Window that opens from PowerOneView is now able to be resized
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