PowerApproval
Build and track approval processes on individual records inside of Dynamics 365.
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Tracking approvals are critical to many businesses, so why not track approvals in the system where all of your other business processes are kept – in Microsoft Dynamics 365. The PowerApproval add-on gives users the ability to build approval processes, decide, per step, who can approve that step, and place that approval process on any Dynamics 365 entity – even custom entities!
PowerApproval lets users:

  • Build a step by step approval process
  • Determine, per step, who approves that step. It could be:
    • A Dynamics user
    • A Dynamics team
    • The manager of the user who submitted the approval
    • The manager of the previous step approver
    • The manager of the owner of the record
  • Approve/reject each step of the approval process
  • Track which record are waiting for approval, and from who

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Resources

Master Import Guide
Updating a PowerPack
PowerApproval Changelog
Importing a New PowerPack
 

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.

  1. To begin the import process navigate to Settings > Solutions in your CRM environment. 
  2. Click on the ‘Import’ icon. 
    IMPORTANT: If you do not have the proper security permissions to upload a solution you may need to contact your CRM Admin.
  3. “Browse” and select the PowerPack solution file that you have previously downloaded to your desktop, once the zip file is populated select “Next”.  
  4. The next screen will verify the details of the solution you are about to import, select “Next” to move on.
  5. On the next screen you will have to make sure that the “Enable any SDK message processing steps included in the solution” option is selected. Once this box is checked, select “Import” in the lower right corner. 
    IMPORTANT: If you do not select this checkbox the solution will not function properly.
  6. Once you have selected the import button a new dialog box will appear showing you a progress bar for the import. This step usually takes between 5–10 minutes, depending on the complexity of the solution. 
  7. Once the import has completed, you will see a screen with an overview of the import and components. Simply select close and move onto the registration process. 

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.

Updating a PowerPack Solution

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:

  1. Download the latest solution .zip file from the respective PowerPack web page
  2. Log into CRM and navigate to Settings > Solutions
  3. Click Import and walk through the import steps. Remember to select the options to Overwrite Customizations and activate and processes upon re-import. If presented with the option to "Stage for update", leave the checkbox un-checked.
    Note: Choosing to Overwrite Customizations will only overwrite any back-end plugins that may have been updated since the previous version was installed.
  4. Once the import has completed navigate back to the solutions list and double click on the PowerPack you just imported to open the configuration. Here you may be asked to clean up the components of the solution. If prompted, select ok.
  5. Once the clean-up has completed, select Submit to re-sync your registration with the PowerObjects registration system and you are done!
PowerApproval Changelog

PowerApproval

Change Log

Version: 1.4.0.0
Date: 4/27/2020

-Added a condition when approval process step is updated

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Version: 1.3.0.0
Date: 3.24.2020

-Contains app source fixes

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Version: 1.2.0.0
Date: 2.12.2020

-Updated PowerApproval with model driven app with link to Customer Ideas Forum (User Voice).

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Version: 1.1.0.0
Date: 12/12/2019

-Applied App-Source fixes
-Bug fix: Fixed issue where user was seeing an error when opening the opportunities entity in the UCI

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Version: 1.0.16.2016
Date: 8/19/2019

-Added Support tab to PowerApproval configuration page (PowerApproval solution/Configuration/Support), which allows users to open a ticket directly from the solution and reduces the amount time for PowerPack pros to troubleshoot the bugs.
-SiteMap modified for 8.0 and 8.1 versions

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Version: 1.0.16.90
Date: 8/2/2019

-Schema name is validated before being registered
-When registering an entity for approval, error messaging has been improved when user enters invalid schema name

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Version: 1.0.14.90
Date: 7/23/2019

– Added support tab in PowerApproval configuration page (PowerApproval solution/Configuration/Support), which allows users to open a ticket directly from the solution and reduces the time it takes for PowerPack pros to troubleshoot issues.

=====================

Version: 1.0.12.90
Date: 5.15.2019

-Initial release of Dynamics 365 online UCI compatible version

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Version: 1.0.12.82
Date: 3/22/19
- Name on Approval Entity record is locked after the records is registered or unregistered, so that it cannot be changed

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Version: 1.0.11.82
Date: 01/31/2019
- Add buttons to the Approval Entity List main view ribbon so PowerApproval admins can register all entities for approval from the main list

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Version: 1.0.9.82
Date: 12/28/2018
- Cleaned up plugin cleanup logic, so when deleting entities/solution, the dynamically created plugins are also deleted
- Added configurable rejection reasons

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Version: 1.0.7.82
Date: 11/21/2018
- Unique name condition checking in unregisterApprovalstep plugin

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Version: 1.0.5.82
Date: 11/7/2018
- Improved Plugin execution performance to generate approval step instance
- Validate duplicate plugin step for requested entity
- Auto-refresh of the Approval Status Code when the step is rejected or approved (assuming it’s the last step)
- Action Taken On – this should be null until the approval process step instance is approved or rejected

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Version: 1.0.3.82
Date: 10/15/2018
- Created new JS for Checking Duplicate schema name

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Version: 1.0.2.82
Date: 10/1/2018
- Initial release

  • Help Desk and L1

    • Flexible Hours
    • L1 Troubleshooting
    • User Assistance Q&A
    • User Onboarding
    • Knowledge Base Maintenance
  • L2, L3, and Administrative

    • L2 and L3 Troubleshooting
    • CRM and AX Administration
    • Data Maintenance and Repair
    • Root Cause Analysis
    • Ticket Reduction Analysis
  • System Maintenance

    • Rollups, Updates, and Upgrades
    • IT Infrastructure Support Team
    • System Troubleshooting
    • Dynamics 365 Optimization
  • Change Requests

    • Release Management
    • Configuration Fixes
    • Code Fixes
    • Integration Fixes
    • Testing
    • Training
    • Deployments
  • Enhancement Requests

    • Roadmap Development
    • New Configurations
    • New Developments
    • New Integrations
    • Testing
    • Training

PowerPack Support

PowerObjects has a team of support engineers ready to help! Our PowerPack Pros are passionate about helping trial and subscribed users get the most out of their Add-ons.

User Guide

Learn more about using this PowerPack.

View User Guide

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