If you're considering a switch from Salesforce to Microsoft, you probably have some questions. For instance, what should you consider from a business planning perspective to ensure your transition is as hassle free as possible?
Ever wonder who is visiting your website? Combine the power of website tracking analytics with the power of CRM to see who is surfing your site. PowerWebTraffic gives you the ability to see what your customers and potential clients are viewing by collecting website tracking analytics, and connecting them to contacts and leads right within your CRM for Dynamics 365.
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:
PowerWebTraffic
Combine the power of your website with the power of CRM! See who is visiting your site and track their traffic within the CRM. See what your customers and potentials are viewing so that you can keep your visitors interested.
Changelog
Version: 4.0.7.0
Date: 6/2/2022
-Removed service references for field service and project service and extracted a solution from the org only containing sales module.
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Version: 4.0.6.0
Date: 04/07/2022
- Updated the SDK version for Nuget and released the new version.
- Solution will work on or after 9.2.21092.00145
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Version: 4.0.5.0
Date: 12/29/2021
-Updated framework to 4.6.2. Solution will work on or after 9.2.21092.00145
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Version: 4.0.4.0
Date: 10/12/2021
-Fixed issue where duplicate summary records were being created on webtraffic creation
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Version: 4.0.1.0
Date: 1/27/2021
-Removed the out of the box business process flows permission
-Unchecked the entity metadata option
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Version: 4.0.0.0
Date: 11/17/2020
-Added server to server authentication
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Version: 2.0.0.0
Date: 6/17/2020
-Fixed issue with opening up support tab in Internet Explorer
-Fixed issue related to IP addresses
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Version: 1.7.0.0
Date: 2/11/2020
-Updated PowerWebTraffic model driven app with link to Customer Ideas Forum (User Voice).
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Version: 1.6.0.0
Date: 12.31.2019
-Configuration page tabs are in the correct order (Profile tab, setup tab, script code, support tab)
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Version: 1.5.0.0
Date: 11/22/2019
-Model-Driven App included in V9 solution. This will make it easier to use PowerWebTraffic in the UCI. With this app, you will no longer need to add PowerPack components to the sitemap, as the PowerPacks will come with built in UCI navigation
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Version: 1.3.3.90 & 1.3.3.2016
Date: 6/24/2019
-Added support tab in PowerWebTraffic configuration page (PowerWebTraffic 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 issues
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Version: 1.3.2.90
Date: 4/15/2019
-Initial release of Dynamics 365 online UCI compatible version
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Version: 1.3.2.2016
Date: 03/11/2019
- Bug fix: Fixed an issue where PowerWebTraffic could not find domain name when trying to connect a contact or lead to WebTraffic data with emails
- User count update
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Version: 1.3.2.2015
Date: 03/11/2019
- Release of 2015-specific solution
- User count update
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Version: 1.3.0.2016 & 1.3.0.2013
Date: 05/25/2018
- Registration screen update, to collect communication preferences and Accept Terms & Conditions (for GDPR compliance)
- Updated to support PowerWebForm landing pages
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Version: 1.2.8.2016
Date: 03/6/2018
- Plugin enhancement to improve add-on performance
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Version: 1.2.6.2016 | 1.2.3.2013
Date: 10/01/2017
- Updated to move web traffic off our hosted cloud and re-directed to our Azure cloud.
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Version: 1.2.2.2016
Date: 07/03/2017
- Updated to be 2016/ Dynamics 365 compatible
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Version: 1.2.1.2013
Date: 12/30/2015
- Small fix to eliminate error in CRM 2013 Update 1 when saving email with no body
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Version: 1.2.0.2013
Date: 08/03/2015
- Update to calls to improve performance
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Version: 1.1.9.2013
Date: 08/03/2015
- Small fix to resolve warning for users without security role when sending an email.
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Version: 1.1.8.2013
Date: 08/03/2015
- Small fix to make error for users without privilege more user friendly.
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Version: 1.1.7.2013
Date: 07/21/2015
- Enhanced so the month views are sorted by descending Created On date.
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Version: 1.1.6.2013
Date: 07/10/2015
- Small fix with recording related account webtraffic on the account form.
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Version: 1.1.4.2013
Date: 03/03/2015
- Small fix with recording bounces
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Version: 1.1.3.2013
Date: 12/11/2014
- Enhanced to be CRM 2015 compatible
- Small fixed related to PowerWebtraffic grid on the account record
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Version: 1.2.8.2011
Date: 7/10/2014
- Removed test view from solution
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Version: 1.2.7.2011
Date: 7/7/2014
- Bug fix: No longer appends the tracking token to URL's in emails, that are not registered as a tracked domain
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Version: 1.2.6.2011
Date: 4/7/2014
- Bug fix: Twitter links were rendering incorrectly. This is now fixed
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Version: 1.2.4.2011
Date: 10/04/2013
- Updated to be CRM 2013 compatible
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Version: 1.2.0.3
Date: 2/13/13
- Fixed a plugin that was causing issues with some workflows
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Version: 1.2.0.2
Date: 1/21/13
- Added a new feature to exclude certain IP addresses
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Version: 1.2.0.0
Date: 12/31/2012
- Updated PowerWebTraffic to support UR12
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Version: 1.0.0.25
Date: 11/28/2012
- Small bug fix
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Version: 1.0.0.23
Date: 11/26/2012
- Fixed a small bug where an error was popping up when the user clicked on a summary record to open it
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Version: 1.0.0.20
Date: 9/5/2012
- Added PowerWebTraffic grid to the account record, so anonymous or known traffic is automatically pulled into the account record if the company name of the web traffic and the account name match
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Version: 1.0.0.19
Date: 8/3/2012
- Updated plugin
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Version: 1.0.0.18
Date: 6/19/2012
- Moved to new PowerPack tab
- Added example to registration screen
- Updated plugin
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Version: 1.0.0.17
Date: 5/17/2012
- Updated web service user security role
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Version: 1.0.0.16
Date: 5/8/2012
- Updated security roles
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Version: 1.0.0.15
Date: 4/27/2012
- Updated registration
- Updated plug-ins
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Version: 1.0.0.10
Date: 3/30/2012
- Updated plug-ins
- Modified charts so labels are horizontal, not diagonal
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Version: 1.0.0.9
Date: 3/13/2012
- Fixed navigation name so it shows up in foreign language CRMs
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Version: 1.0.0.8
Date: 3/9/2012
- New graphs and charts to better show statistics on the contact & lead records
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