PowerLastActivity
Track the last activity type, date and time directly on an entity form in CRM for Dynamics 365.
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This great solution allows Dynamics 365 users to quickly view the last completed activity, along with the time and date stamp of that activity. Having this information available directly on the entity records enables users to quickly see the last time anyone in CRM has reached out to the record and what type of interaction it was.

Last activity can be viewed on:

  • Account
  • Contact
  • Lead
  • Case
  • Opportunity

Additionally, users can pull advanced finds and reports off of these two fields. For example, a user could set-up a dashboard in CRM for all cases that have been open for more than seven days and have not been touched in the last two days. They can then have processes to make sure those cases are being followed-up properly. Another great example of utilizing the PowerLastActivity fields is a workflow that emails record owners when their records haven’t been followed-up with in the past week, month or year. The possibilities are truly endless.

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Resources

Master Import Guide
Updating a PowerPack
PowerLastActivity 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!
PowerLastActivity Changelog

PowerLastActivity

PowerLastActivity allows Microsoft Dynamics CRM users to track the last completed activity along with the time and date directly on any entity form in CRM.

Change log

Version: 1.0.0.1 (PowerLastActivity Utility)
Date: 4.27.2020

-Replaced Discovery Service with SDK method RetrieveCurrentOrganizationResponse

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Version: 2.6.0.0
Date: 2.13.2020

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

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Version: 2.3.4.2016
Date: 1/24/2020

-Timestamp along with lastactivity date are now included in the lastactivity date field

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Version: 2.5.0.0
Date: 12.24.2019

-Updates made in plugin for email activities

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Version: 2.3.3.90
Date: 6/4/2019
-Initial release of Dynamics 365 online UCI compatible version

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Version: 2.3.3.2015
Date: 03/22/2019

- Initial release of 2015 solution

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Version: 2.3.3.2016
Date: 12/28/2018

- Updated the Plugin to Support Quick Campaigns

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Version: 2.2.2.2016 & 2.2.2.2013
Date: 10/15/2018

- Fix to show proper Display Name instead of schema name for custom activities added to PowerLastActivity

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Version: 2.2.0.2016 & 2.2.0.2013
Date: 05/29/2018

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

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Version: 2.1.5.2013
Date: 05/03/2018

- Solution clean-up to improve performance

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Version: 2.1.12.2016
Date: 04/18/2018

- Fixed small bug in setup tab
- Fixed script errors appearing on leads in v9 of D365 online

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Version: 2.1.8.2016 & 2.1.4.2013
Date: 04/02/2018

- Fixed small bug to improve solution functionality

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Version: 2.1.6.2016
Date: 02/23/2018

- Updated common code to address plugin time out issues (as recommended by Microsoft)

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Version: 2.1.3.2016
Date: 4/28/2017

- Small fix to improve performance

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Version: 2.1.2.2016
Date: 3/8/2017

- Enhanced to work with Dynamics 365

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Version: 2.1.1.2013
Date: 3/8/2017

- Improved performance

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Version: 2.1.0.2013
Date: 05/29/2015

- Initial release

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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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