Connect the third-party text messaging platforms CallFire and Twilio to Dynamics 365 to send and receive SMS messages.
DOWNLOAD NOWStarting 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 world is mobile, so why shouldn’t your Microsoft Dynamics 365 be mobile too? With PowerObjects’ PowerSMS add-on it’s possible. PowerSMS integrates the power of CRM with the third-party text messaging platforms, CallFire and Twilio, allowing users to send and receive text messages from within CRM for Dynamics 365 to contacts, leads or any custom entity that has a mobile number associated to it.
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:
PowerSMS Changelog
PowerSMS
Send text messages from CRM, see if they were sent successfully and track the SMS activity back to CRM records.
Change log
Version: 1.0.0.2
Date: 9/1/2021
-Initial Iteration
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Version: 4.7.0.0
Date: 8/18/2021
-Fixed issue to allow incoming texts over 201 characters to arrive in CRM without error.
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Version: 4.5.0.0
Date: 4/9/2021
-Fixed issue where received SMS messages were failing when a country code was not set
-Fixed issue related to long SMS messages (over 200 characters) getting cut off
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Version: 4.4.0.0
Date: 3/8/2021
-Enhancement: D365 for Marketing-Users now have the ability to send and track SMS messages using
the customer journey in D365 for Marketing.
-Fixed script errors on load and save of the SMS form.
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Version: 4.3.0.0
Date: 2/15/2021
-Fixed issue where users were receiving a script error when opening an inbound SMS message.
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Version: 4.2.0.0
Date: 1.22.2021
-Fix for issue where fields in the configuration page setup tab could not be modified
-Twilio number configuration button added back to setup tab
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Version: 4.0.0.0
Date: 11/9/2020
-Added server to server authentication
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Version: 3.10.0.0
Date: 10/29/2020
-Fixed issue where Bitly link was not generating when sending an SMS
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Version: 3.8.0.0
Date: 9/8/2020
-Enhancement: Added extra logs in plugins for better debugging
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Version: 3.7.0.0
Date: 4/8/2020
-Bug fix: Fixed script error that was occurring when opening up the PowerSMS activities
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Version: 3.6.0.0
Date: 2/12/2020
-Updated PowerSMS model driven app with link to Customer Ideas Forum (User Voice).
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Version: 3.5.0.0
Date: 12/9/2019
-Bug fix: Fixed issue where regarding field was not set for incoming messages outside of USA
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Version: 3.1.0.90
Date: 10.21.2019
-Model-Driven App included. This will make it easier to use PowerSMS in the UCI
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Version: 3.0.4.90
Date: 9/9/2019
-PowerSMS will now support configuring multiple Twilio numbers.
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Version: 2.3.8.90
Date: 8/2/2019
-Added support tab in PowerSMS configuration page (PowerSMS 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: 2.3.8.2016
Date: 6/24/2019
-Added support tab in PowerSMS configuration page (PowerSMS 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: 2.3.7.90 & 2.3.5.2013
Date: 4/15/2019
-Initial release of Dynamics 365 online UCI compatible version
-Minor fixes for Unified Interface
-Set regarding on inbound messages logic was improved (2013 version)
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Version: 2.3.6.2016
Date: 02/15/2019
- Updated nuget package for UserCount
- Updated the code so that the regarding entity in the SMS activity record will be set with an
active record only for inbound messages. If there aren't any active records then, the regarding
entity will be set with one of the inactive record, if they exists.
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Version: 2.3.4.2016
Date: 09/25/2018
- Updated plugin tracing
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Version: 2.3.2.2016 & 2.3.2.2013
Date: 06/28/2018
Improved security by upgrading to TLS1.2 as CallFire prepares to discontinue support for TLS1.0
on June 30th, 2018.
This will force all on-premise to update to UR2 before they can upgrade or install the product
https://support.microsoft.com/en-us/help/3005167/compatibility-with-microsoft-dynamics-crm-2013
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Version: 2.3.0.2016 & 2.3.0.2013
Date: 06/05/2018
- Added Workflow named "PowerSMS - inbound Message" that sets the status reason on inbound
messages. Before, inbound messages had status reason "Open." Now, through this workflow, we set
the value to "Received"
- PowerPhoto enhancement
- Registration screen update, to collect communication preferences and Accept Terms &
Conditions (for GDPR compliance)
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Version: 2.2.8.2016
Date: 4/09/2018
- Code enhancement to improve solution performance
- Enhanced to allow users to select which cloud provider to store images that are sent along with
SMS
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Version: 2.2.4.2016
Date: 3/21/2017
- Enhanced to work with Dynamics 365
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Version: 2.2.1.2013
Date: 10/19/2016
- Increased the character limit of the Message field to 3000
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Version: 2.1.7.2013
Date: 09/08/2015
- Improvements to on change event on SMS form when loading mobile numbers and formatting
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Version: 2.1.6.2013
Date: 09/04/2015
- Enhanced to recognize "+" in front of phone numbers
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Version: 2.1.5.2013
Date: 08/31/2015
- Fix for specific CRMOL build that prevented mobile number from populating in SMS message
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Version: 2.1.4.2013
Date: 06/11/2015
- Enhancement to cache country codes
- Enhancement with stability
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Version: 2.0.3.2013
Date: 01/05/2015
- Fix with sitemap components
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Version: 2.0.2.2013
Date: 12/11/2014
- Enhanced for CRM 2015 compatibility
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Version: 2.0.0.2013
Date: 08/26/2013
- Optimized for CRM 2013
- Integrated to with third party Twilio
- Accepts responses to SMS messages in CRM
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Version: 2.0.0.2011
Date: 08/26/2013
- Integrated to with third party Twilio
- Accepts responses to SMS messages in CRM
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Version: 1.1.0.2011
Date: 10/04/2013
- Updated to be CRM 2013 compatible
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Version: 1.0.0.4
Date: 3/27/13
- Parsed out symbols from the phone number being sent to
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Version: 1.0.0.3
Date: 3/8/13
- Initial Release
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