With the end of standalone D365 HR looming, HCLTech developed a reusable delivery approach - called the HR Upgrade Supercharger - that merges HR and F&SCM into one environment.
PowerSalesToolBelt allows you to instantly access their accounts, contacts, opportunities, and activities from your mobile device using Power Apps. You can create new entries, route driving directions to your customer’s location, and with the tap of a button, quickly open the records in your mobile browser.
Features
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:
Have ideas? Post in our forum.