Find the Right PowerPack Add-on For Your Organization [VIDEO]

Developed based on the needs and feedback from our customers, our PowerPack Add-Ons streamline and automate business processes, to empower organizations to leverage the core functionality of their Dynamics 365 environment. Whether you are looking to automate you marketing processes, or increase productivity in your CRM, PowerPack Add-Ons by PowerObjects can help any organization get the most out of their Dynamics 365 investment. Watch this video to hear from some of our customers about the value PowerPack has added to their organizations.

Top 5 PowerPack Add-ons

PowerObjects has developed 30+ PowerPack add-ons that enhance the functionality of Microsoft Dynamics 365 for Customer Engagement. The PowerPack subscriber base just recently hit 1,000,000 users, so we thought it was good time to share our top five most popular add-ons. Enjoy!

1. PowerAutoNumber

This nifty little add-on allows you to automatically put any combination of sequential numbers, random letters, date/time stamps, field values, or static characters into a field of any entity of Dynamics 365. And you can customize things like formatting, number of digits/characters, starting number, and whether to assign an auto-number on record create, record update, or both. The most common use for PowerAutoNumber is to create unique identifiers for records like Quotes, Accounts, etc. It may seem simple, but it's powerful, and it's our most popular PowerPack add-on.

2. PowerOneView

As the name suggests, this add-on helps you by displaying in a single view all records related to a specific Entity. Simply open an Account – like Fourth Coffee shown below, for example – and the PowerOneView window will display all Contacts, Activities, Cases, Opportunities, etc. related to it. Furthermore, you can even add activities to the selected record in the window with a single click – below we've added a phone call activity to a Contact related to Fourth Coffee right from PowerOneView. It's no wonder this time-saving tool is #2 on our list!

powerpack
And to take it a step further, you can configure PowerOneView so that, within an Account, you can view all additional records that are related to the specific record you're viewing in the window. For example, if we're on PowerOneView for the Fourth Coffee Account, not only can we see all records related to Fourth Coffee, but if one of those records is , say, Contact A, we're also able to view all Activities that are related to Contact A!

3. PowerWebForm

If you have a form on your website and you use Dynamics 365, you need PowerWebForm! This awesome add-on allows you to create a webform in Dynamics and put it on your website, and then it uses the provided information to automatically create a CRM record – you decide which kind, including custom entities! Many of our customers use PowerWebForm for their Contact Us forms and automatically create Leads within Dynamics when the form is submitted. This is a huge efficiency gain, as it is no longer necessary to manually enter leads into the system; it's also a win for your potential customers, as it shortens the lag time from submission to first contact attempt. PowerWebForm can connect to your GoToWebinar account and automatically detect duplicates in the system before creating a new one. We even included a double opt-in feature (you can choose whether to turn it on) that generates and embeds a unique URL into a confirmation email that is sent to the address submitted. Until the recipient clicks the link to verify and opt-in, they are considered to have opted-out.

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4. PowerGrid

This add-on provides a grid in which you can edit information displayed on Views in Dynamics 365. Simply navigate to PowerGrid and choose an Entity and View – then you can edit information in that grid without having to open the records and wait for them to load. With PowerGrid, you can also configure expressions to automatically highlight a row if a specific set of criteria is true. For example, you can highlight yellow all rows in which the Main Phone field is blank, as shown below. It also allows you to limit your search to only the View you select versus having to create Advanced Finds to accomplish the same thing. PowerGrid also gives you a handy reading pane to view additional information about the record without having to open it. Another simple, but truly powerful, PowerPack add-on.

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5. PowerGlobalSearch

This wonderful search tool allows you to quickly search across any Field of any Entity in Dynamics 365. An added bonus is the configurable reading pane, which allows you to view additional information about the record without having to open it. In the example below, we searched for *im across all fields in this Entity, which returns all records in which any field contains any character followed by im. And note that we don't have to open the Jim Glynn Contact record to see additional details – PowerGlobalSearch displays that information in the reading pane when the record is selected.

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All of PowerObjects' PowerPack add-ons come with a free 30-day trial, giving you the opportunity to fully test the functionality and explore the benefits before committing to a subscription. Most add-ons, including all 5 described above, are just $1/user/month. For information on all PowerPack add-ons, please see Marketing Automation add-ons or Productivity add-ons.

Happy PowerPacking!

PowerWebForm Has Been Enhanced to Create Sweet Landing Pages

Take your web forms to new heights with our latest enhancement, landing pages! PowerWebForm is one of PowerObjects' most popular PowerPack Add-ons for Microsoft Dynamics CRM. Users love the convenience of having their web form submissions feed directly into their CRM, and even create new records if needed!

With our latest enhancement to PowerWebForm, users can now turn their web forms into landing pages. Landing pages are a great way to urge a call to action for your website visitors to provide you their information. Landing pages are typically used to exchange something for the prospect's information. For example, many companies use a landing page to capture visitor's information in exchange for downloadable content.

Using the landing page feature in PowerWebForm, you can create a stylized page with a call to action and have the information feed directly into your CRM. Users still get the same benefits as the traditional web form in PowerWebForm, such as having the web form create a new record for their chosen entity (custom or out-of-the-box), duplicate detection, notification emails, and more.

This enhancement is excellent for marketing teams. Our internal marketing team uses them regularly, since they are so easy and fast to make. They are great for quick campaigns or events. Not to mention it takes some of the work load off our web design team! Here's an example of a landing page we created to promote our eBook, Getting Started with Marketing Automation and CRM.

The landing page designer is simple and easy to use. Follow the intuitive designer and build your first landing page in mere minutes!

Landing Pages

Landing Pages

Want to check out landing pages for yourself? Download the latest version of PowerWebForm to get started! If you're not currently using PowerWebForm, download the solution today and start your FREE 30 day trial.

Happy CRM'ing!

The CRM Minute: PowerTrivia - Making Interacting with Your Customers Fun and Engaging [VIDEO]

Want to engage your clientele through SMS messages in a fun and interactive manner?  With PowerTrivia, users can leverage their PowerSurveyPlus, PowerSMS, and PowerWebForm subscriptions to create and track trivia games within CRM! Users can create custom messages for events like perfect score, incorrect questions, or even if the game has not yet started.  Game scheduling allows users to set game play hours, which is great for events such as conferences, expos, or contest windows. PowerTrivia is a fun and interactive way for you to interact and engage with your customers!

Additional Resources

Transcript

Hi, my name is Kristyna and today I'm going to talk to you about our latest solution, PowerTrivia. This is free to subscribers of PowerWebForm, PowerSurveyPlus and PowerSMS. This solution allows you to automate the other three PowerPacks into a fun and interactive trivia game for your clients. Read More

Introducing PowerTrivia: A Brand New PowerPack Add-on that is a Digital Marketer’s Dream Come True

PowerObjects is proud to announce the release of our latest and greatest PowerPack Add-on, PowerTrivia. PowerTrivia is a free add-on that lets users harness the power of their PowerSurveyPlus, PowerSMS, and PowerWebForm subscriptions to engage clientele through SMS trivia play. In the age of digital marketing, you have to find new and unique ways to engage with your customers, and with PowerTrivia, you get that and more by giving your customers a fun way to interact with you. It's a win-win!


With PowerTrivia, users can customize trivia game messages to give players interactive responses for events such as perfect scores, incorrect answers, game schedule, and much more. Make your responses snarky or sweet or both! Trivia games can also be set to a schedule, allowing users to restrict game play dates and times. You could use game scheduling for conference hours, expo hours, or a contest window for example. The possibilities are endless!



 

 

 

 

 

 

After setting the game parameters, users can create a web form (PowerWebForm) for game registration to capture player information. Once players are registered for a game, PowerTrivia starts the game play by texting the player a link to a random trivia question (PowerSurveyPlus). Each trivia game question is a PowerSurveyPlus survey and each response is scored. When the game is over, the scores of each question (PowerSurveyPlus) will be calculated, and the total score will be displayed on the Contact or Lead record in CRM. I mean seriously, how cool is that?


PowerTrivia is FREE to users, but does require a subscription to PowerSurveyPlus, PowerSMS, and PowerWebForm. Users will also need the free PowerBitly tool, which can be found here. Go ahead and give PowerTrivia a try for yourself and let us know what you think! And check out some of our other PowerPacks to see how you can get more out of Dynamics CRM.

Happy CRM'ing!

How to Map a Multi-select Field to CRM using PowerWebForm

PowerWebForm is one of our fantastic Dynamics CRM add-ons, which allows you to capture information from a web form and pull it directly into your CRM. But PowerWebForm has something that CRM doesn't; a multi-select field or a field that allows the user to select multiple checkboxes. In this blog, we'll discuss how to map this field into CRM properly so that is shows nicely in the CRM field.

The Scenario Let's say your business wants to collect lead information using PowerWebForm, and you want potential customers to indicate the products they are interested in. When leads fill out the web form, you want the product(s) selected to be show on the new lead record in CRM.

As you can see from the screenshot, the Lead specified in the web form that he was interested in Graded Stone, Rip Rap and Sand and this came into CRM as multiple lines of text.

 

How We Do It

Now let's look at how to set up PowerWebForm to achieve this result.

Note: Before you begin the web form design, create a multi-line field on your Lead record to hold the values from the webform. We have created a field called New_Stoneneeds, which has a field type "Multiple Lines of Text."

  1. Navigate to PowerWebForm in your CRM. Select or create the desired web form.
  2. Click NEW to create a new field.
  3. First, provide a Field
    Label. For this example, it's called "Select the type of stone you need" and set the display order for which it will appear on our web form.
  4. Select the Field Type. Here you want to select the Multiple Checkbox option. Selecting this type will display the next field, Options.

     

  5. Choose which options users will be able to select from when filling out the PowerWebForm. In this example, we have Landscaping Stone, Base Material, Graded Stone, Rip Rap, Sand, Rubble Mix, and Other Natural Stone Products.

     

  6. Next, choose which field to map this Form Field. The field New_Stoneneeds on the lead entity is formatted as Multiple Lines of Text.

 

Once you hit Save on the Form Field and return to the PowerWebForm creation page, it should look something like this:

project wizard web form

And there you have it. A simple way for users to select multiple options on a PowerWebForm and map that info into CRM. We hope this blog helped further your Dynamics CRM education!

Thanks for your interest in PowerWebForm. Should you have any questions, contact us at 612-339-3355 or email powerpackpro@powerobjects.com. Remember, your trial will expire 30 days from the date of installation. If you are interested in subscribing, go back to the configuration screen and change "try" to "subscribe" and enter your credit card information – you will be charged $1/CRM user/month.

PowerWebForm Now Integrates with GoToWebinar

Are you currently using PowerObjects' PowerWebForm solution? Well good news…the solution just got even better! PowerObjects' has just released the latest version of the PowerWebForm solution that integrates with GoToWebinar. So say goodbye to the days of having to manage webinar leads in multiple places – with PowerWebForm all submissions will be pushed to CRM and GoToWebinar

PowerWebForm is an essential tool for Microsoft Dynamics CRM allowing users to capture internet leads directly into their CRM systems, allowing organizations to feed information captured on their webforms directly into their CRM system; creating new records with the information submitted. In the latest version of PowerWebForm, the solution allows you to point a webform to a webinar registration for GoToWebinar. That way when someone comes to your website and would like to sign up for a webinar, you no longer have to have them register through GoToWebinar's webform. Instead you can use PowerWebForm; so that registrants are pushed into CRM and into the registration for GoToWebinar.

The solution it is quite simple, simply build out your webform as normal, but you will find a new section for GoToWebinar. Now when you click the "Select Webinar" button a look-up will pop open, showing all webinars that you have setup in GoToWebinar:

PowerWebForm now integrates with GoToMeeting

Simply select which webinar this PowerWebForm is for and select OK:

PowerWebForm now integrates with GoToMeeting

Then you can keep building your webform as normal; simply save and deploy! Once the webform is a solution and someone fills the webform out:

PowerWebForm now integrates with GoToMeeting

The PowerWebForm solution will function as normal while sending the information into your CRM system creating a new entity or connecting an activity to an existing entity in the system. In addition, the solution will automatically fill out a registration for the webinar in GoToWebinar, thus acting as if the end user had filled it out themselves!

In CRM:

PowerWebForm now integrates with GoToMeeting

In GoToWebinar:

PowerWebForm now integrates with GoToMeeting

Voila!

If you would like to try PowerWebForm free for 30 days please visit the PowerWebForm page to get started today! If you have questions, please feel free to contact the PowerPack Team at powerpackpro@powerobjects.com!

Happy CRM'ing!

Double Opt-ins Using Dynamics CRM and PowerMailChimp - a Bulk Emailing Add-on

The recent update to the Canadian Anti-Spam Law (CASL) has many of our friends to the north worried about making sure they are compliant with the new standards, including having proof of double opt-ins. With any sort of bulk emailing your company is doing, it's a great idea to have people opting in to receive your emails, so that you are complying with anti-spam laws and so that your emails have a higher deliverability rate. This blog will walk you through how to create the double opt-in process using the PowerMailChimp add-on, and Microsoft Dynamics CRM.

The first thing you'll want to do is build a web form that visitors to your website have to fill in, in order to subscribe to your bulk email communication. The PowerObjects PowerWebForm add-on will ensure that, when someone fills out a web form on your website, this information is automatically pushed right back into your CRM system. The person who has subscribed will now be a lead (in our example) in your CRM system, and there will be a web form activity associated with them that lets you easily see that they have opted into receiving your newsletter. That's the first opt-in.

Double Opt-ins using Dynamics CRM and PowerMailChimp with a Bulk Emailing Add-on

After the subscriber has first signed up for your newsletter, the next thing you will want to do is create a simple workflow that automatically sends them an email with a link saying "Are you sure you want to opt in?". When they click on that link, PowerEmail (yes, another of the wonderful PowerPack add-ons), will track that click back in CRM, where another workflow will update their record, saying that they opted-in. How you'd like to mark this on the record is up to you. You can use the out-of-the-box bulk email radio button, or you can build your own check box/radio button on the lead form. This rounds out your double opt-in process. Not only are both of the opt-ins tracked n CRM, you now have a much happier subscriber base, that really wants to receive what you are sending them.

Double Opt-ins using Dynamics CRM and PowerMailChimp with a Bulk Emailing Add-on

You will now want to create a dynamic marketing list that automatically pulls in all leads who have opted in to receive bulk emails, so that you're not sending to customers who haven't opted in to receive your emails.

Double Opt-ins using Dynamics CRM and PowerMailChimp with a Bulk Emailing Add-on

If you are looking to have subscribers opt-in, in bulk, you can also choose to send them a PowerMailChimp blast with a link saying "opt-in", which will direct them to a landing page saying something like "Thank you for opting in!". That click will then be tracked back in CRM, as a PowerMailChimp activity, allowing you to create a simple workflow to update the record of the person who clicked on that link, to say that they opted in.

Double Opt-ins using Dynamics CRM and PowerMailChimp with a Bulk Emailing Add-on

If you're interested in learning more about the PowerMailChimp, PowerEmail or PowerWebForm add-ons, please visit the respective web pages, where you will find instructions on how to download your free 30 day trial and many additional resources. And as always, make sure to stay updated with all things Dynamics CRM on our blog and education pages!

Happy CRM'ing!

Win the Real-time Marketing Game with CRM

Good ideas don't always come with a ton of lead time. For marketers, that can mean changing tactics and shifting gears quickly. Here's a quick example of how that can happen with the right tools and Dynamics CRM.

When the PowerObjects team was participating in a recent CRMUG event, the idea bubbled up to use CRM and PowerPack add-ons to showcase a marketing game to demonstrate lead nurturing and demand generation. After all, what better way to connect with a CRM audience than to use Dynamics CRM to engage and entertain?

With only a few hours to make this idea come to life, the answer was clear: connecting PowerPack add-ons—specifically PowerEmail, PowerWebTraffic, PowerSMS, PowerScore, PowerWebForm and PowerSocial—was the best way. Since each PowerPack Add-on literally takes minutes to download and install, the building blocks were in place in no time.

Marketing Game with CRMWith the technology in place, it was time to build the game itself.

In order to win fabulous prizes (sweatshirts, t-shirts, and other goodies) participants had to score. And how did they score? Well, that part was easy.

During CEO Dean Jones' keynote speech at this CRMUG event, the audience had the chance to send a text to the number presented.

This got the game started, and those that entered then could rack up points by taking some simple steps:

 

The scoring rules of the game were all set up with PowerScore in CRM:

PowerScore Rules_img

You get the idea, right? All these different interactions were configured, triggered and measured using CRM and PowerPack add-ons, in real time. Each interaction could trigger a score change, another piece of communication, or both using workflows:

my processes_img

It was all about providing the steps and directions to the players on their smartphones. And it didn't take weeks or months and huge investments to pull it off—this approach used the CRM technology already at hand.

Over 85,000 PowerPack subscribers are using these kinds of techniques to build out marketing strategies that are scalable and measureable, since the interactions leads and contacts are having on social media, web pages, web forms, text messages and emails are all captured as leads are converted and opportunities are won. When you come up with your next big bright marketing idea—keep the PowerPack add-ons in mind for a simple and cost-effective way to make it happen.

PowerPack and CRM for the win!

Happy CRM'ing!

Additional PowerWebForm Plug-in Now Available for Dynamics CRM

The PowerWebForm plug-in is one of twenty awesome PowerPack add-ons that provide additional functionality to both CRM 2011 and CRM 2013. This add-on lets CRM users create web forms inside of CRM, post web forms to their website, and pulls form data automatically back into CRM as soon as that form is submitted. As a part of PowerWebForm, the CRM user can choose what happens with that data when it comes back into CRM – do you want to create a lead? A case? Some other custom entity? The choice is yours!

If you've chosen to create contacts when your PowerWebForm is submitted, maybe it would also be useful for you if an account was automatically created and related back to that contact as well. If that's the case, then boy do we have news for you! PowerObjects has created a plug-in that marries up beautifully with the PowerWebForm add-on, and will automatically create an account (or find a related account that's already in your system) when a contact is created in Dynamics CRM.

Once you've imported the PowerWebForm add-on into your CRM system, and you've imported this additional plug-in, the first thing you'll want to do is create a new field called Company Name (text) and place that field on your contact form. The field can be hidden, if you don't want users to get this field confused with the Company Name lookup that is on the contact record by default.

Additional PowerWebForm Plug-in Now Available for Dynamics CRM

You will then want to build a web form that creates a contact when it's submitted by choosing Contact in your related entity field on your web form. Make sure you ask for the person's company name and email address when you're creating form fields. Map the Company Name field on the web form to the Company Name (text) field that you just created for your contact record, and map the email address field on the web form to the email address field on the contact. Then continue to build the rest of your form fields as you normally would.

Additional PowerWebForm Plug-in Now Available for Dynamics CRM

Here's how the logic works:

When a web form is submitted, the PowerWebForm solution will automatically create contacts in your CRM system. On the creation of a contact record, the custom plug-in will run and create a related account record.

This plug-in will run on the creation of any new contact in your system (whether manually created or created through a web form submission).

If the contact has an existing parent account related to the record, nothing will happen

If the Company Name text field is filled in (on the contact entity), the plugin will search for the company name in your CRM system. If an exact match is found it will use this for the parent account.

If not, the plug-in will search for other contacts with the same @xxxx.com email domain that have a parent account. If one is found, the plug-in will use that related parent account as the parent account for the new contact record.

Otherwise, the plug-in will create a new account with simply the company name and it will set that as the contact's related parent account.But wait, there's more! This handy plug-in will run not only if the contact is created from a web form, but also if you manually create a contact, and fill in the Customer Name (text) field.

Interested in trying this plug-in out? Download the PowerWebForm add-on and contact PowerObjects to get this free plug-in for your CRM system!

Happy CRM'ing!

Upcoming Webinar: What Is PowerWebForm for Dynamics CRM?

PowerWebFormPowerObjects is pleased to announce an upcoming webinar: "What is PowerWebForm?"

When: Friday, May 23rd, 10 a.m. to 10:3 a.m. CT

What: This webinar will give a demonstration of the PowerWebForm add-on for Microsoft Dynamics CRM. In a nutshell, if you're looking for a way for web forms on your website to link directly to your CRM system, PowerWebForm is the answer.

Learn how PowerWebForm takes your web form submissions and translates that data into leads, contacts, and accounts in your system. In this 30-minute session, we'll talk about what exactly PowerWebForm is and how it works, and end with a Q & A session. Please join us!

Register Now!

Want to give it a whirl before attending with a 30-day trial? You can do all of that on our PowerWebForm webpage! This page is also a great resource if you can't attend this webinar.

Happy CRM'ing!

Making Sense of Website Leads and Hidden Web Form Fields in Dynamics CRM

If you're looking to grab web leads from your website and feed them straight back into your Microsoft Dynamics CRM, look no further! PowerWebForm is a wonderful add-on that allows users to build their forms in CRM, post those web forms on their website, and the form submissions feed straight back into CRM! Users can choose to create leads, or any other CRM entity, when a web form is submitted.

Let's say you have a landing page for an offer, where you're asking visitors to fill out a form to take advantage of that offer. When someone fills in the form, that information will be automatically entered into CRM, and a lead (in this example) will automatically be created based on that web form submission. Let’s take a step-by-step look at how to do this.

On the lead that's created, there are two fields that you want to fill in automatically: the Lead Source and the Source Campaign. This will allow you to see that this lead was generated by filling in a web form for this particular offer. However, you don't want the person filling in the form to have to fill on those fields, or to see those fields. This is where hidden fields can come in handy. When creating the web form field in CRM, you will want to choose the hidden field type. We'll start with the Lead Source field:

1. So on your web form in CRM, create a new form field, choose the hidden field type, and put web in the default value field.

2. Then map it to the Lead Source field in CRM. Your web form field would look like this:

Making Sense of Website Leads and Hidden Web Form Fields in Dynamics CRM

3. Then, you'll want to create another form field for the Source Campaign. Since this web form is a part of an offer, you will likely have a campaign in CRM set up for this offer.

4. You'll want to open the campaign record, and pop it out of the window using the button in the upper right corner.

5. Then, in the URL, you will want to grab the guid, or unique identifier, of the campaign. If you look in the URL, the value you want to grab is between the %7b and the next % sign.

Making Sense of Website Leads and Hidden Web Form Fields in Dynamics CRM

6. Now, create the form field, place the guid in the default value field, and put campaignid in the field label field of the record.

7. Then map the form field to the Source Campaign field in CRM.

Making Sense of Website Leads and Hidden Web Form Fields in Dynamics CRM

8. Create the rest of the form fields as you normally would, save the form, and preview it. If everything looks ok, place the form on your offer page, and you're ready to rock! Now, every time someone fills in that web form, a lead will be automatically created in your CRM system. The Lead Source will be web and the Source Campaign will be Ad Campaign.

For more information on PowerWebForm, or to get started with your free 30 day trial, check out the PowerWebForm web page.

Happy CRM'ing!