PowerEmail
Easily track opens and URL clicks of emails sent from CRM.
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Have you ever sent an email from CRM and wondered whether the recipient ever opened the email and whether or not they clicked on the links within that email? Well, wonder no more! With our CRM email tracking add-on, PowerEmail, you can now track whether or not emails were opened, and which URLs were clicked on within that email, all, of course, from within CRM!

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Resources

Master Import Guide
Updating a PowerPack
PowerEmail 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!
PowerEmail Changelog

PowerEmail

Have you ever sent an email from CRM, and wondered whether the recipient ever opened the email and whether they clicked on links within that email? Well, wonder no more! With PowerEmail, you can now track whether emails were opened, and which URLs were clicked on within that email, all, of course, within CRM!

Change log

Version: 3.4.0.0
Date: 2/11/2020

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

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Version: 3.2.0.0
Date: 12/25/2019

-Model-Driven App included in V9 solution. This will make it easier to use PowerEmail in the UCI. With this app, you will no longer need to add PowerPack components to the sitemap, as the PowerPacks will come with built in UCI navigation

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Version: 3.1.10.90 & 3.1.10.2016
Date: 9.30.2019

-Fixed issue where from field in Email form was being overwritten with User and Team (should be User and Queue)

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Version: 3.1.9.90 & 3.1.9.2016
Date: 7/23/2019

-Added support tab in PowerEmail configuration page (PowerEmail 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

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Version: 3.1.8.2016
Date: 03/11/2019

- Fixed bug where Queue is taken out of 'From' Option Set

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Version: 3.1.7.2016 & 3.1.5.2015
Date: 02/15/2019

- Fixed an issue with hyperlinks and Email Templates (2015 solution)
- Release of 2015-specific solution
- Code clean-up and streamlining

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Version: 3.1.6.2016
Date: 01/15/2019

- Fixed an issue with hyperlinks and Email Templates.

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Version: 3.1.5.2016 & 3.1.5.2013
Date: 12/21/2018

- PowerEmail can now be sent and tracked when referencing a custom entity
- Updates to error messaging

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Version: 3.1.4.2016 & 3.1.4.2013
Date: 12/11/2018

- Bug fix where Emails would fail on "Save" while there was no "To:" reference.

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Version: 3.1.2.2016 & 3.1.2.2013
Date: 09/11/2018

- Forcing the user to complete the setup before activating PowerEmail
- Updated to support TLS 1.2

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Version: 3.1.2.2016 & 3.1.2.2013
Date: 09/11/2018

- Forcing the user to complete the setup before activating PowerEmail
- Updated to support TLS 1.2

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Version: 3.1.0.2016 & 3.1.0.2013
Date: 05/25/2018

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

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Version: 3.0.11.2016
Date: 04/18/2018

- Small bug fix, related to importing the solution

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Version: 3.0.10.2016
Date: 03/6/2018

- Plugin enhancement to improve add-on performance

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Version: 3.0.7.2016
Date: 12/14/2017

- Small code improvements to enhance solution performance

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Version: 3.0.5.2016
Date: 3/13/2017

- Resolved web resource error when creating email through workflow
- Removed "from" attribute from the solution, so "From" field is not locked when creating email through a workflow

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Version: 3.0.4.2016
Date: 3/13/2017

- Resolved error on email message form
- Enhanced to display User, Team or Queue on email form in workflow
- Updated to resolve a web resource error when loading the email form through the workflow editor

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Version: 3.0.2.2016
Date: 12/08/2016

- Enhanced to add Set Default image
- Enhanced to add Move Images to transfer images to new Azure cloud after changed
- Small fix to URL encoding of the unsubscribe link for bulk emails

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Version: 3.0.2.2013
Date: 12/08/2016

- Enhanced to add Set Default image
- Enhanced to add Move Images to transfer images to new Azure cloud after changed
- Small fix to URL encoding of the unsubscribe link for bulk emails

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Version: 3.0.1.2013
Date: 5/25/2016

- Enhanced storage for tracking image
- Enhanced to allow tracking image to be moved to another Azure cloud

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Version: 2.2.1.2013
Date: 1/21/2016

- Small fix to eliminate error when email subject exceeds 100 characters

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Version: 2.2.0.2013
Date: 11/01/2015

- Enhancement with storing sent/clicked dates in new subgrid to maintain the sent on, first, and last opened dates

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Version: 1.3.0.2013
Date: 02/09/2015

- Now supports Azure; users can define which cloud they would like to use as a service provider

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Version: 1.2.2.2013
Date: 10/02/2014

- Small bug fix with security roles

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Version: 1.2.1.2013
Date: 09/22/2014

- Small bug fix for tokens added to CRM email templates changing the formating of emails

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Version: 1.2.0.2013
Date: 8/25/2014

- Added open tracking to the staging service

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Version: 1.1.2.2013
Date: 5/28/2014

- Small fix related to image uploader

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Version: 1.1.1.2013
Date: 5/20/2014

- Remove PowerEmail Image Uploader from PowerEmail tab, and placed in the solution
- Added a PowerEmail Opens area under the PowerPack tab

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Version: 1.0.1.2013
Date: 5/16/2014

- Initial release of 2013 version of PowerEmail

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Version: 2.1.4.2011
Date: 2/28/2014

- Bug fix related to CRM2013

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Version: 2.1.2.2011
Date: 10/04/2013

- Bug fix

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Version: 2.1.0.2011
Date: 10/04/2013

- Updated to be CRM 2013 compatible

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Version: 1.4.0.3
Date: 3/11/2013

- If you had PowerWebTraffic and PowerEmail installed, you could not put the URL to a PowerWebForm in your emails - FIXED

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Version: 1.4.0.1
Date: 1/28/2013

- Bug fix

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Version: 1.3.2.3
Date: 10/8/2012

- Updated unsubscribe link to be put on emails that are sent through campaign activities

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Version: 1.3.2.2
Date: 8/22/2012

- Updated configuration screen

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Version: 1.3.2.0
Date: 8/10/2012

- Removed the "click here to unsubscribe" option from individual emails that are sent from CRM

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  • 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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