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PowerSalesToolBelt
Using your Mobile App for Dynamics 365, view and create records for accounts, contacts, and opportunities and get driving directions.
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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.

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

  • Access Accounts, Contacts, Opportunities and Activities from Canvas App
  • Create/ Modify Records
  • Route Directions for Accounts
  • Nearby accounts detection

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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.

Resources

Master Import Guide
Updating a PowerPack
PowerSalesToolBelt 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!
PowerSalesToolBelt Changelog
  • 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!
  • PowerSalesToolBelt Changelog
    PowerSalesToolBelt Changelog

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

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