PowerMailChimp
Connect MailChimp – the powerful third-party bulk email platform – to Microsoft Dynamics 365.
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If you want to send bulk emails from within Microsoft Dynamics 365 and track all related statistics directly back to your Contacts, Leads, and Accounts, PowerMailChimp was made for you! This marketing automation add-on seamlessly connects MailChimp with Dynamics 365, allowing you to easily send and track bulk emails directly from your CRM.

Features

  • Use static or dynamic CRM marketing lists to send out bulk emails – including newsletters, special offers, and more – all from within Dynamics 365.
  • Schedule send dates/times for each bulk email drop.
  • Track vital bulk email statistics such as sends, successful deliveries, opens, clicks, bounces, and unsubscribes back to Dynamics 365.
  • Edit and customize each campaign without ever leaving Dynamics 365.
  • The intuitive interface makes this add-on incredibly simple to use.

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Resources

Master Import Guide
Updating a PowerPack
PowerMailChimp 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!
PowerMailChimp Changelog

PowerMailChimp

PowerMailChimp is a MailChimp CRM integration tool that connects the powerful, robust, affordable third-party bulk email platform, MailChimp, with Microsoft Dynamics CRM.

Change log

Version: 3.17.0.0
Date: 8.20.2020

-Fixed issue where PowerMailChimp security roles were not enabled by default under "form based security roles" on PowerMailChimp Marketing List form
-Enhancement: "Sync now" button is still included in the "ellipses" on PowerMailChimp marketing list form, but there is now also a "sync now" button on the PowerMailChimp tab section

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Version: 3.16.0.0
Date: 6.17.2020

-Fixed issue where users were unable to remove members from marketing Lists via related entity view

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Version: 3.15.0.0
Date: 5.4.2020

-Fixed issue where users were getting a “404 page not found” error on the PowerMailChimp dashboard
-Fixed issue where on-prem PowerMailChimp users were getting a bad request error when selecting a template to associate to a blast

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Version: 3.14.0.0
Date: 2.13.2020

-Updated PowerMailChimp model driven app with link to Customer Ideas Forum (User Voice).
-Bug fix: Fixed issue where user was unable to add multiple marketing lists to the blast record
-Bug fix: Fixed issue where user was unable to preview the MailChimp template attached to the PowerMailChimp blast record
-Bug fix: Fixed issue where user was unable to create new merge tags, due to the inability to load CRM entities
-Bug fix: Fixed issue where users were unable to use the “edit email” functionality in the cloned blast, due to the email editor continuously spinning

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Version: 3.12.0.0
Released: 12/5/2019

-Model-Driven App included in V9 solution. This will make it easier to use PowerMailChimp 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: 3.10.0.0
Date: 11/27/2019

-Model-Driven App included in V9 solution. This will make it easier to use PowerMailChimp 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
-Bug fix: Fixed issue where user wasn't able to associate marketing list to the campaign entity

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Version: 3.6.14.90
Date: 9.19.2019

-Bug Fix: Fixed issue where master Audience was not showing up when trying to connect to CRM marketing list.
-Bug Fix: Fixed issue where email template was not changing when updating with new template on blast entity
-Bug Fix: Fixed issue where marketing list form was incomplete
-Enhancement: Out of the Box forms is now available

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Version: 3.6.12.90
Date: 8/19/2019

-Test CRM credentials button is working again
-Bug fix: fixed script error that occurred when loading contact record or lead record when using internet explorer
-User can now associate multiple marketing lists at a time to a blast record (rather than adding them one at time).
-Manual sync blast details request is now restricted to every 12 hours

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Version: 3.6.11.2016
Date: 7/16/2019

Pagination for retrieving MailChimp Lists in Marketing list entity is enabled
-The word "List" is changed to "Audience" in alignment with MailChimp's new terminology
-Bug fix: Fixed issue where users were getting the error "string was not recognized as a valid DateTime" when adding a template to a blast.
-Modified date shown on MailChimp template list popup

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Version: 3.6.7.2015
Date: 7/9/2019

-Pagination for retrieving MailChimp Lists in Marketing list entity is enabled
-The word "List" is changed to "Audience" in alignment with MailChimp's new terminology
-Bug fix: Fixed issue where users were getting the error "string was not recognized as a valid DateTime" when adding a template to a blast.
-Modified date shown on MailChimp template list popup

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Version: 3.6.11.90
Date: 6/6/2019

-PowerMailChimp is now App Aware in the Dynamics 365 online UCI
-The word "List" is changed to "Audience" in alignment with MailChimp's new terminology
-Pagination for retrieving MailChimp Lists in Marketing list entity is enabled
-Bug fix: Fixed issue where users were getting the error "string was not recognized as a valid DateTime" when adding a template to a blast.

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Version: 3.6.9.90 & 3.6.10.2016
Date: 5.16.2019

-Added support tab in PowerMailChimp configuration page (PowerMailChimp 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.

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Version: 3.6.8.2016
Date: 3/22/2019

- Bug fix: Charts in Dashboard were not loaded when expanded

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Version: 3.6.7.90
Date: 3/22/2019

- Manual Sync Request for PMC blast
- UCI form specific issue fixes

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Version: 3.6.7.2016 & 3.6.5.2015
Date: 3/5/2019

- Introduced a Sync button on the PowerMailChimp blast, so users can force a data sync, if one is not in progress. (3.6.7.2016 only)
- Bug fix: Must save the PowerMailChimp Blast and associate a marketing list before selecting a template.
- Temporarily disabled the Test Credential button on the Registration page

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Version: 3.6.5.2016 & 3.6.4.2015
Date: 12/11/2018

- User count update

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Version: 3.6.4.2016 & 3.6.3.2015
Date: 12/11/2018

- Some of the 2015 orgs had an issue importing, due to cleaned mobile form tab in the previous version. This has been fixed.

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Version: 3.6.3.2016
Date: 12/3/2018
- Bug fix: If a blast ID was already given and the marketing list was changed last minute, blast was sent to original associated list.

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Version: 3.6.2.2016
Date: 11/14/2018
- Bug fix: Filtering template folder based on user

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Version: 3.6.1.2016, 3.6.1.2015, 3.6.1.2013
Date: 10/29/2018
- Bug fix: Checking the "Google Analytics" checkbox on the PowerMailChimp Blast was throwing an error

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Version: 3.6.0.2016, 3.6.0.2015, 3.6.0.2013
Date: 10/15/2018
- Upgrade all assemblies to .NET 4.5.2
- Added TLS force code to the plugins

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Version: 3.5.0.2016
Date: 7/31/2018
- Updated XML of solution to exclude small piece of marketing list entity, which was causing issues importing into CRM online

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Version: 3.5.0.2016, 3.5.0.2015, 3.5.0.2013
Date: 5/25/2018
- Registration screen update, to collect communication preferences and Accept Terms & Conditions (for GDPR compliance)

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Version: 3.4.1.2016, 3.4.1.2015, 3.4.1.2013
Date: 5/3/2018
- Enhanced to resolve upgrade issues from 2015 PMC to 2016 PMC
- Improved Test CRM credentials button - If creds failed, error message is shown
- Updated the + button on Marketing list subgrid on campaign Activity
- latest solution 3.4.1.2016 works on CRM v9.0.2 and added a different 3.4.1.2016 solution for CRM v 9.0.1 customers

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Version: 3.4.0.2016, 3.4.0.2015, 3.4.0.2013
Date: 4/3/2018
- Updated C# and .Net code according to App Source recommendations/requirements.
- Added a fix to create a Merge Field of type Date when a DateTime merge tag is created in CRM.
- Added Trace logs to help with troubleshooting and Code optimizations to improve the general performance.

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Version: 3.3.2.2016
Date: 2/19/2018
- Updated common code to address plugin time out issues (as recommended by Microsoft)
- Added fixes to restrict access to MailChimp lists and MailChimp templates according to user preferences.
- Refactored all the plugins code.
- Dashboard permission issue -> PowerMailChimp user (and other) security roles should now be able to see the dashboard.
- Google analytics -> Campaign title will not get modified as google analytics field is toggled.
- Deleting a MailChimp marketing list in CRM would now delete the interest/group in MailChimp.
- Deleting a blast with campaign id in MailChimp would now delete the campaign at MailChimp.

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Version: 3.2.3.2016
Date: 10/01/2017
- Updated the cleanup logic and removed a reference to a web resource that was preventing select environments from upgrading to the latest solution.

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Version: 3.2.2.2016
Date: 08/21/2017

- Updated sitemap to resolve error in selected environments upon import
- Removed reporting from solution
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Version: 3.2.2.2016
Date: 08/21/2017

- Updated sitemap to resolve error in selected environments upon import

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Version: 3.2.1.2016 / 3.2.1.2015 / 3.2.1.2013
Date: 08/01/2017

- Solution & cloud updated to support .Net 4.5.2 Framework
- Fixed small bug related to scheduling blasts
- Hid "edit email" button after blast was sent/scheduled
- Enhanced cleanup login, when upgrading from an older to a newer version of PowerMailChimp
- Fixed small bug related to validating a uniquely formatted email address when sending a test email
- Moved "Cloned from" field to the maintenance section of the blast form
- Updated messages on marketing list sync record, to display more detailed information
- Enhanced our cloud for better/faster syncing of marketing lists and blasts

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Version: 3.2.0.2016 / 3.2.0.2015 / 3.2.0.2013
Date: 5/22/2017

- New field Cloned From has been added to PowerMailChimp Blast Entity (lookup field and read-only)
- Edit email button: hidden on new blasts and will be visible on cloned blasts (this is an API limitation)
- Google Analytics Checkbox: changed to Read Only, tooltip directs the client to go to MailChimp and turn off google analytics.
- When plain text has more than 4000 characters, it will be truncated and will notify the user that the text is truncated.
- jQuery updated to the latest stable version (3.2.1).

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Version: 3.1.0.2016 / 3.1.0.2015 / 3.1.0.2013
Date: 4/3/2017

- Fix for time zone issue when scheduling blasts
- Improved loading time in MailChimp Marketing List, and MailChimp Template List
- Improved loading time in MergeTags Page.
- Small fix for merge tags
- Updated sync logic for marketing lists
- Syncing option for users like 1 hr, 3 hr, up to 3 days in MailChimp configuration page
- Some improvements in MailChimp Sync Count in the Mailing List Statistics.
- Cleanup logic code added for deleting some leftover files from version 2/1.
- Other minor bug fixes and improvements

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Version: 3.0.3.2016 / 3.0.3.2015 / 3.0.3.2013
Date: 3/6/2017

- Small updates to use MailChimp API 3.0
- Enhanced to work with Dynamics 365 (for 3.0.3.2016)

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Version: 2.1.12.2016
Date: 11/29/2016

- Small fix for pop-up dialogs in Chrome

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Version: 2.1.12.2015
Date: 11/29/2016

- Small fix for pop-up dialogs in Chrome

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Version: 2.1.12.2013
Date: 11/29/2016

- Small fix for pop-up dialogs in Chrome

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Version: 2.1.11.2016
Date: 7/27/2016

- Improved blast scheduling for international date format

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Version: 2.1.11.2015
Date: 7/27/2016

- Improved to use new CRM encoding
- Improved blast scheduling for international date format

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Version: 2.1.11.2013
Date: 7/27/2016

- Improved to use new CRM encoding
- Improved blast scheduling for international date format

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Version: 2.1.10.2015
Date: 5/31/2016

- Improved to use new CRM 2016 Update 1 (8.1.x) encoding

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Version: 2.1.9.2015
Date: 5/31/2016

- Improved to use new CRM Online 2016 (8.1.x) call for pop-up windows

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Version: 1.6.8.2011
Date: 2/18/2016

- Enhanced reports to render in CRM environments without the English language pack active

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Version: 2.1.8.2015
Date: 12/16/2015

- Fix with adding Marketing Lists to a Campaign for CRM online 7.1 build numbers

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Version: 2.1.8.2013
Date: 12/16/2015

- Fix with adding Marketing Lists to a Campaign for CRM online 7.1 build numbers

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Version: 2.1.7.2013
Date: 11/1/2015

- Updated the Hide Jump to MailChimp security role

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Version: 2.1.7.2015
Date: 11/1/2015

- Fix for JavaScript error when selecting Google Analytics on cloned Blast

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Version: 2.1.6.2015
Date: 08/05/2015

- Fix for JavaScript error on Marketing Lists using CRM 2011 legacy forms

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Version: 2.1.5.2015
Date: 07/16/2015

- Fix with adding Marketing Lists to a Campaign for CRM online 7.0.1 build numbers

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Version: 2.1.4.2015
Date: 07/14/2015

- Fix with adding Marketing Lists to a Campaign

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Version: 2.1.4.2013
Date: 07/14/2015

- Fix with adding Marketing Lists to a Campaign

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Version: 2.1.3.2015
Date: 6/16/2015

- Fix with removing associated marketing lists from a blast
- Fix with browser compatibilities (pop-ups and blast syncing)

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Version: 2.1.3.2013
Date: 6/15/2015

- Fix with removing associated marketing lists from a blast
- Fix with browser compatibilities (pop-ups and blast syncing)

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Version: 2.1.2.2015
Date: 5/29/2015

- Fix: Template editor rendering in html now renders properly
- Fix: Marketing lists not syncing on manual prompt

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Version: 2.1.1.2015
Date: 4/28/2015

- Fix: Marketing list lookup call changed to new CRM 2015 lookup call

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Version: 2.1.2.2013
Date: 05/06/2014

- Fix: Marketing list lookup call changed to new CRM 2015 lookup call

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Version: 2.1.1.2013
Date: 3/13/2014

- Fix to render dashboard report

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Version: 2.1.0.2013
Date: 2/04/2014

- Bug preventing merge tags from changing/deleting - FIXED

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Version: 2.0.9.2013
Date: 12/01/2014

- Bug preventing blast scheduling window from displaying - FIXED

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Version: 2.0.8.2013
Date: 11/19/2014

- Fix with keeping security roles intact

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Version: 1.6.5.2011
Date: 11/19/2014

- Fix with keeping security roles intact

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Version: 2.0.7.2013
Date: 10/27/2014

- Small fix with loading of the merge tag screen

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Version: 2.0.6.2013
Date: 10/21/2014

- Small fix, dashboard reporting for PowerMailChimp Blast first graph added back to form

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Version: 2.0.5.2013
Date: 10/02/2014

- Small fix, now adds PMC section on the "2013" form oob

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Version: 2.0.4.2013
Date: 7/16/2014

- Bug in registraiton screen with "&" signs - FIXED
- Update names of PowerMailChimp Blast and PowerMailChimp Activity entities

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Version: 2.0.3.2013
Date: 6/26/2014

- Solution is now downgraded so that it can work with all orgs, with or without SP1

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Version: 1.6.4.2011
Date: 6/26/2014

- Updated API to support choosing drag & drop templates when creating a PowerMailChimp blast

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Version: 2.0.2.2013
Date: 6/13/2014

- Updated API to support choosing drag & drop templates when creating a PowerMailChimp blast

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Version: 2.0.1.2013
Date: 6/02/2014

- Removed OOB tag, that was causing issues with upgrading versions

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Version: 2.0.0.2013
Date: 5/16/2014

- Silverlight removed for CRM 2013
- Enhanced with un-schedule blast functionality

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Version: 1.6.2.2011
Date: 3/11/2014

- Bug fix, related to the ribbon disappearing after saving the blast in CRM2011, UR13

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Version: 1.6.1.2011
Date: 3/10/2014

- Added a security role to restrict sending a PowerMailChimp blast
- Bug fix, where fields were not locked after the blast was sent
- Bug fix: Error "Uri string is too long" is now fixed

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Version: 1.6.0.2011
Date: 2/20/2014

- Enhanced unsubscribe and bounce activities
- Added the ability to copy a PMC blast

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Version: 1.5.1.2011
Date: 2/3/2014

- PowerMailChimp now stops users from creating a blast with two marketing lists, synced to different MailChimp lists
- When a marketing list is added or removed, the blast is automatically saved so changes are reflected in MailChimp
- Send now and Schedule Blast buttons are disabled if no marketing list is associated with the blast
- Display a message at the top of the blast if no marketing list has been selected
- PowerMailChimp not grabbing a new license key - fixed
- Only showing active marketing lists when associating a marketing list with a blast

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Version: 1.5.0.2011
Date: 1/13/2014

- Introduced user defaults for MailChimp Lists and Template folders

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Version: 1.4.0.2011
Date: 1/3/2014

- Enhanced to include HTML editor
- Enhanced to include more than 25 lists in the PowerMailChimp list lookup on the CRM marketing list

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Version: 1.3.1.2011
Date: 11/07/2013

- Fixed bug where username/password fields were displaying on the blast

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Version: 1.3.0.2011
Date: 10/04/2013

- Updated to be CRM 2013 compatible

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Version: 1.2.0.7
Date: 7/8/13

- Synchronize Blast Statistics pop up should say Please check your blast for the latest statistics in a few minutes.
- Compatibility of added CRM marking list to blast with UR8 and UR 12. Marketing list should be added to blast in both UR 8 and UR 12.
- Add MailChimp list to CRM marking list. It should not give any error while saving.

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Version: 1.2.0.6
Date: 5/29/13

- Update the security role of PowerMailChimp web portal user
- Now user can’t add different marketing lists which are associated to the different MailChimp lists, now if do so, error message gets prompted
- Auto save functionality is provided upon adding Marketing list in PowerMailChimp Blast

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Version: 1.2.0.5
Date: 4/23/13

- Increased timeout of "sync stats" button on PowerMailChimp blast

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Version: 1.2.0.4
Date: 3/29/13

- Added a new report "PowerMailChimp Activity Type Summary"
- Fixed issue where error prompts while opening Generate Survey URL window

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Version: 1.2.0.3
Date: 2/13/13

- Fixed all UR12 related issues

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Version: 1.2.0.2
Date: 1/22/13

- Bug fix in UR12: graphs were not displaying on PowerMailChimp Blast Form

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Version: 1.2.0.0
Date: 12/31/12

- Updated to support UR12

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Version: 1.0.0.6
Date: 12/8/2011

1. MailChimp Blast Report --> Data for 'Top 25 people Opening by # of times' was incorrect. FIXED.

2. Marketing List --> While deleting a marketing list, if there was no MC API key, it was asking to provide one. Fixed i.e if there is no MC API just delete the marketing list from CRM.FIXED.

3. Campaign send test message ---> After the test message has been sent, hid the send button.

  • 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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