In this blog we show you how to reverse an NSF payment from a previous period in Dynamics 365 Business Central!
Ever wish you could put your marketing PowerPack Add-ons on auto-pilot? With PowerNurture, PowerPack subscribers can create campaigns to automate communication and actions based on the contact or lead’s action (or inaction). Combine wait, check and action steps throughout the campaign to drive the recipient to take action. If the recipient doesn’t interact with the communication, the campaign will branch allowing users to take other actions such as creating a phone call task or running workflows. PowerNurture works with any of the PowerPack Add-ons that users are subscribed to from the list below:
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.
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.
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:
PowerNurture
PowerNurture allows Dynamics CRM users to automate a drip campaign by creating steps that check for and create actions based on the other Marketing PowerPack Add-Ons.
Change log
Version: 1.3.5.2016
Date: 5.27.2020
-Fixed designer screen so it loads in Internet Explorer
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Version: 1.3.4.2016
Date: 2/17/2020
-Fixed issue where nurture campaign design page wasn't loading in UCI
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Version: 1.3.3.2016
Date: 2/15/2019
- Fix to PowerNurture designer where choosing 'Wait' step with an Absolute Time resulted in an error
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Version: 1.3.2.2016
Date: 1/7/2019
- Fix where PowerNurture Flow was not picking up on Opened Emails using PowerEmail
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Version: 1.3.1.2016
Date: 10/15/2018
- Added validation to wait step on the Nurture Campaign
- Wait step now supports floating numbers
- Fix: Report page of designer page now displays statistic for each step, as expected
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Version: 1.3.0.2016
Date: 05/25/2018
- Registration screen update, to collect communication preferences and Accept Terms & Conditions (for GDPR compliance)
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Version: 1.2.8.2016
Date: 12/14/2017
- Fixes with email open check conditions
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Version: 1.2.6.2016
Date: 12/09/2016
- Release of CRM 2016 solution file
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Version: 1.2.6.2013
Date: 10/15/2016
- Enhanced to include PowerWebForm and PowerSurveyPlus check conditions
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Version: 1.2.2.2015
Date: 6/13/2016
- Enhanced to allow campaign steps to be named
- Enhanced to allow Contact or Lead record text or date fields to be used as slugs in nurture emails
- Improved campaign member subgrid to the display name and current step of Contact or Lead
- Improved the Designer user interface experience
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Version: 1.0.0.2015
Date: 4/11/2016
- Initial Release
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