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PowerSalesToolBelt User Guide

Security Roles

After you import PowerSalesToolBelt, you will notice a new security role in your CRM. Each user you want to be able to have some level of use for PowerSalesToolBelt will need security role below.

Configuring

Once PowerPowerSalesToolbelt has been imported and registered you will have to configure Bing Map key and click on Save.

Navigate to PowerSalesToolBelt as follows from browser, or you can now access PowerSalesToolBelt on your phone if you have ‘PowerApp’ app installed on your phone and is logged in with the org same as the org where PowerSalesToolBelt solution was installed.

Note: When you open the app, make sure you give allow access to location, by clicking on ‘Allow’. This will enable you to use functionalities such as Getting Directions and finding Nearby Accounts.

Accessing Records

You can access your Accounts, Contacts, Opportunities or Activities by selecting one of the tabs, respectively.

View Record in Dynamics 365

To view records in Dynamics 365, tap on the record that you want to open and navigate as follows.

To view related records for Account or Contact, tap/click on the record that you want to open and navigate to the respective related entity record.

Get Directions

To get directions on the selected accounts, select desired accounts and tap/click on Directions.

Note: This feature is available only for Account Entity

Once successful, you will be presented with Map Directions on the following screens as below.

View Nearby Accounts

To view nearby accounts, click on NearbyMe tab on Accounts View.

Note: For this functionality to work, Addresses on accounts should have ZipCode and Country.

Thank you for your interest in PowerSalesToolBelt, should you choose to subscribe you will be charged $/enabled CRM user/month. If you have any questions or run into any issues with PowerSalesToolBelt, our friendly support team is here to help!

 

Support

We’re always here to help. Click one of the links below to see a list of frequently asked questions, view the entire PowerPack knowledgebase or contact a PowerPack Pro.