Date Created: July 22, 2016     Last Modified: August 23, 2017

You are able to trial the full functionality of each PowerPack solution free for 30 days, per CRM instance. No credit card information is needed until you decide to subscribed. Starting your free 30 day trial is easy as 1, 2, 3.

Date Created: June 29, 2015     Last Modified: June 29, 2015

To find a specific record’s unique identifier (or GUID), open the record, and pop it out, using this icon () in the upper right corner of the screen. You will now see the URL displayed at the top of the popped-out window. The GUID is the piece after the “=%7b” and before the next “%” sign. You should have 36 characters, including the “-“ between the letters/numbers.

Date Created: November 04, 2015     Last Modified: August 23, 2017

PowerPack subscriptions are priced based on enabled users. This includes any user who has access to the CRM system including service and read-only users. The number of enabled users can be found in Dynamics 365 by navigating to Settings > Administration or Security > Users and change the view to Enabled Users.

Date Created: April 25, 2016     Last Modified: August 23, 2017

You can request support for your questions or issues with your PowerPack trial or subscription, by creating a case in our PowerCare portal. The portal will allow you to create, track and view new & old cases.

To get started, create an account in our PowerCare portal if you do not already have one.

Select the Create Account tab and complete the fields before pressing the Create Account button.

On the next screen, complete the remaining information fields and check the Captcha box, then select the Create Account button.

Finally, you will see the confirmation screen that you will receive an activation email to complete your registration. Once the email is received, follow the instructions to activate your account and log into the PowerCare portal.

Once logged into the portal, you will notice navigation on the left side of the screen. You can create support cases for issues and questions related your PowerPacks under the Support section by selecting the PowerPack Support option.

Under the PowerPack Support section you will be able to View Existing Cases and Create New PowerPack Cases. If you would like to create a case, simply click “Create New PowerPack Case,” which will open a new case form.

On the PowerPack Case fill out the Details section indicating which PowerPack you are having issues with, what type of issue you are experiencing, a description of the issue, and if you have screen shots of the issue those can also be uploaded. Once you have filled out all of your information select submit at the bottom of the screen and the case will be created.

Once the case is submitted the PowerPack team will be notified and will work the cases in the order that they are received, unless it is a critical issue. You should receive an initial response within 24 hours of creating your case.

Under the PowerPack section you will see the PowerPack Add-ons section which will list each of the PowerPacks that you are currently using along with the Registered Date, Subscription Status and Expiration Date.

Date Created: October 17, 2014     Last Modified: March 31, 2015

To subscribe, you will need to open the solution by navigating to Settings and then select Solutions. In the solution window, select Subscribe to display the billing information fields.

After completing the fields and entering your credit card information be sure to press Submit to complete the subscription. Once the subscription payment is processed, a receipt will be emailed to the email address provided in the General section.  You will now be charged on the first of the month until you choose to unsubscribe.

Date Created: April 24, 2016     Last Modified: January 12, 2017

To unsubscribe, you will need to open the solution by navigating to Settings and then select Solutions. In the solution window, select Unsubscribe.  Once you see the Status in the upper right corner change to Unsubscribed, your solution has been successfully unsubscribed.  DO NOT click Submit as this will resubscribe you.

Date Created: October 17, 2014     Last Modified: May 25, 2016

To update your CRM username/password in a solution, navigate to Settings, then select Solutions and double click on the PowerPack add-on you need to update. Once the solution page has opened, re-enter the username/password in the CRM Credentials section, and press Submit.

Date Created: September 10, 2014     Last Modified: May 28, 2015

Updating the add-on is quick and easy by importing the latest version on top of your current add-on. For step-by-step instructions, see our blog post on how to update.

Please do not delete the add-on as doing so will remove all related information, this includes statistics, activities, configurations, custom fields, licenses, etc.

Date Created: July 22, 2016     Last Modified: July 22, 2016

This is normal, the message displayed is just a disclaimer that many of the components cannot be changed by users.

All of the PowerPack solutions are managed solutions that are meant for bulk use, and the ability to make customizations to the solution itself is very limited. In order to ensure that your PowerPack works properly, the components like plugins, processes, fields, and forms cannot be changed. Users can still use the CRM functionalities to extend the PowerPack. So, for example, while you cannot edit some of the view/s imported by the PowerPack solution, you could build a system or personal view containing the information you desire.

Date Created: September 07, 2014     Last Modified: March 29, 2015

The solutions menu is found in the Settings area and is only accessible to those with full System Administrator privileges. If you cannot see this menu, please contact your organizations System Administrator for help.