PowerCharge
Securely store and process credit cards within CRM for Dynamics 365.
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Get ready for PowerCharge. It enables you to charge your customers’ credit cards from directly within Dynamics 365 without needing to store sensitive credit card information locally.

  • Charge and refund credit cards from within your CRM
  • Workflow compatible – examples include:
    • Setting up workflows to process weekly, monthly, or annual subscriptions
    • Transactions run instantly and the status (succeed, fail and why) are passed back to CRM within seconds
    • Creating a workflow that emails a customer a receipt or a transaction failure notification
  • Charge Visa, Mastercard, Discover and American Express credit cards
  • Choose ePN, Beanstream, authorize.net, Stripe, or Helcim for your payment gateway
  • Save and process credit cards for any of 130+ international currencies (if using the Stripe payment gateway)
  • Process ACH payments (if you use the authorize.net payment gateway)
  • Upload historical transactions into CRM using PowerCharge

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Resources

Master Import Guide
Updating a PowerPack
PowerCharge 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!
PowerCharge Changelog

PowerCharge

PowerCharge enables you to charge your customers credit cards from directly within your Microsoft Dynamics CRM application without having to store sensitive credit card information locally!

Change log

Change log

Version: 4.0.1.0
Date: 10/5/2020

-Contains deprecated changes for UCI

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Version: 3.5.0.0
Date: 2/12/2020

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

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Version: 3.4.3.90
Date: 10/4/2019

-Fixed issue where an error was thrown on import when msdyn_customerhub wasn't present

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Version: 3.4.0.2016 & 3.4.2.90
Date: 9/6/2019

-Added a new 'Pending' Status Reason to Credit Card Transactions.
-Stripe charges that require authentication will be classified as Pending until the credit card holder can authenticate.
-Included is an on-demand workflow that will use an action to check pending charges from a view, or form. This action can be configured as needed by the PowerCharge user.
-Model-Driven App included in V9 solution. This will make it easier to use PowerCharge in the UCI

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Version: 3.3.2.90
Date: 6/4/2019

-Initial release of Dynamics 365 online UCI compatible version

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Version: 2.3.2.2015
Date: 2/15/2019

- Release of 2015-specific solution

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Version: 3.3.2.2016
Date: 12.21.2018

- Updated framework of all assemblies to 4.5.2
- All outbound calls confirmed to use TLS1.2
- Fix to populate description field in Authorize.Net with Transaction Subject
- With Stripe, user can charge in multiple currencies

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Version: 2.3.1.2013
Date: 12.21.2018

- Updates to Improve User Experience
- Framework of all assemblies updated to 4.5.2
- Upgrade to TLS1.2 confirmed

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Version: 3.2.3.2016
Date: 10.26.2018

- Updated framework of all assemblies to 4.5.2
- All outbound calls confirmed to use TLS1.2
- Fix to populate description field in Authorize.Net with Transaction Subject
- With Stripe, user can charge in multiple currencies

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Version: 3.1.0.2016
Date: 08.10.2018

- Enhanced to allow use of the Stripe payment gateway
- Enhanced to allow use of the Helcim Virtual Terminal, or Helcim commerce platforms
- Bug fixes with Authorize.Net transaction results and ePN transaction results

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Version: 2.0.21.2016 & 2.2.0.2013
Date: 05.25.2018

- Registration screen update, to collect communication preferences and Accept Terms & Conditions (for GDPR compliance)

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Version: 2.0.19.2016
Date: 03/6/2018

- Plugin enhancement to improve add-on performance

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Version: 2.0.12.2016
Date: 09/01/2017

- Small fix related to cards not processing correctly in the BeanStream gateway

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Version: 2.0.10.2016
Date: 07/03/2017

- Added additional plugin logging to the 2016/ Dynamics 365 solution

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Version: 2.0.12.2013 & 2.0.9.2016
Date: 4/17/2017

- Updated to include latest JS libraries
- Improved Solution Component Validator
- Processing functions were adjusted to update entity objects

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Version: 2.0.5.2013
Date: 6/20/2016

- Improved creation of credit card transaction from Contact record

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Version: 2.0.4.2013
Date: 4/6/2016

- Updated for Helcim's new calls for Canadian currency

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Version: 2.0.2.2011
Date: 4/6/2016

- Updated for Helcim's new calls for Canadian currency

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Version: 2.0.3.2013
Date: 1/27/2015

- Changed group label displayed in PowerPack area

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Version: 2.0.2.2013
Date: 1/18/2015

- Enhanced for CRM 2016 compatibility

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Version: 2.0.1.2011
Date: 11/17/2015

- Added integration with Helcim gateway
- Added additional validation for credit card expiration date

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Version: 2.0.1.2013
Date: 11/17/2015

- Added additional validation for credit card expiration date

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Version: 2.0.0.2013
Date: 10/09/2015

- Added integration with Helcim gateway
- Improved to comply with impending gateway protocol changes

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Version: 1.2.5.2013
Date: 10/09/2014

- Small fix: Authorize.net payment gateway no longer requires address fields

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Version: 1.2.6.2011
Date: 10/09/2014

- Small fix to the 1.2.5.2011 Authorize.net payment gateway fix

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Version: 1.2.5.2011
Date: 10/06/2014

- Small fix: Authorize.net payment gateway no longer requires address fields

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Version: 1.2.4.2013
Date: 8/4/2013

- Original release of PowerCharge 2013

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Version: 1.2.3.2011
Date: 10/04/2013

- Transaction IDs are no longer encrypted in the transaction results field
- Transaction Order numbers are no longer generated by CRM for every ACH and Credit Card transaction

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Version: 1.2.2.2011
Date: 10/04/2013

- Updated to be CRM 2013 compatible

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Version: 1.2.0.6
Date: 7/9/2013

- Allows credit cards to be updated after they have already been saved

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Version: 1.2.0.5
Date: 4/11/2013

- Updated solution entities

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Version: 1.2.0.4
Date: 4/9/2013

- Bug fix related to passing values into PowerCharge from an external source

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Version: 1.2.0.3
Date: 3/11/2013

- Whether or not cards is saved and stored successfully, the credit card number is masked
- If you import the transaction, the activity will now have a status of closed
- A note is now added to the imported transaction to show that it was imported

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Version: 1.2.0.2
Date: 2/11/2013

- Fixed a bug with the authorize.net gateway

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Version: 1.2.0.1
Date: 2/6/2013

- Added additional logging, and additional information in the transaction result area of a credit card transaction

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Version: 1.2.0.0
Date: 12/31/2012

- Updated PowerCharge to support UR12

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Version: 1.0.6.5
Date: 11/27/2012

- PowerCharge now supports importing of historical transactions, with a new field on the credit card transaction record

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Version: 1.0.6.3
Date: 9/26/2012

- Added support for ACH payments with the authorize.net payment gateway

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Version: 1.0.6.1
Date: 7/26/2012

- Added PowerPack tab and placed PowerCharge under that PowerPack tab
- Added authorize.net as a payment gateway

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Version: 1.0.5.7
Date: 6/15/2012

- Update registration page
- Fixed "Unknown" tab heading in foreign language CRMs

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Version: 1.0.5.5
Date: 5/18/2012

- Improved logging
- You can now choose your Default Gateway
- Naming convention fixes on some views
- Transaction views for All transactions when charging a card

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Version: 1.0.2.1215
Date: 2/14/2012

- Code optimization

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Version: 1.0.2.1213
Date: 2/11/2012

- Handled the presence of $ and # symbols in PowerCharge fields (such as billing address) so that it doesn't throw errors. However, users should still be aware the some symbols can cause issues with the ePN gateway.
- Response messages will now appear correctly in transaction result field
- The Status Reason field on the Transaction form now updates correctly when a transaction is closed after a Return transaction is sent to ePN.

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Version: 1.0.2.1212
Date: 2/9/2012

- Transaction date was not being populated when creating a credit card transaction - fixed.

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Version: 1.0.2.1211
Date: 2/8/2012

- Transaction Result field was not populating after credit card transaction when using ePN gateway - fixed.

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Version: 1.0.2.1209
Date: 2/1/2012

- If a credit card is associated to a contact, when you go to proccess a transaction for that contact and click the look-up button to look up credit cards, cards related to that contact will show as the default view.

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Version: 1.0.2.1208
Date: 1/26/2012

- Bug fix: ePN return processing bug fixed

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Version: 1.0.2.1203
Date: 1/12/2012

- Added BeanStream as a possible Merchant Account
Note: Beanstream is unable to process refunds this version

  • 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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