PowerOneView
View everything related to an entity within one window in Microsoft Dynamics 365.
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In today’s fast-paced world, it’s more important than ever to get a 360-degree view of customers at the click of a button. With the power of Microsoft Dynamics 365 and PowerOneView, it is now possible to view all records and information related to an entity in a single configurable reading pain.

Simply open a contact, lead, account, opportunity, or any other record, click on PowerOneView, and all related records will instantly display in the OneView pane. Simply scroll through the records one by one while the reading pane displays each record’s contents. In other words, it is no longer necessary to open each and every record to see its contents!

When imported, PowerOneView is automatically added to the following entities: Contact, Lead, Account, Opportunity, and Case. However, it can easily be added to any other entity within Dynamics 365 – even custom entities!

Features

  • Consolidate all related activities and records in one view so that you can quickly scroll through and get insight into everyone’s interactions with the person, opportunity, account, case, etc.
  • Select how you want to view related records:
    • By date created
    • By date modified
    • By record type
    • By record status
  • Select whether or not to include child records in your view.
  • Configure the reading pane based on your preferences and then peer into each related record without actually having to open it.
  • Apply PowerOneView to any or all related records, including custom records!
  • Select whether to display records in a grid view or a tree view. The latter can be incredibly useful when you’d like to see, for example, which activities are related to the contacts within an account.Both are shown below:

Oxygen Icon Box

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Oxygen Icon Box

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Resources

Master Import Guide
Updating a PowerPack
PowerOneView 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!
PowerOneView Changelog

PowerOneView

PowerOneView allows you to easily search, filter and read all information contained in standards-related activities without having to open the record. You can quickly scroll through a long list of historical activities, notes, and related records and find the information you need in a matter of seconds with a click or two. Consolidate all related records into one view. PowerOneView features a configurable reading pane to display information you need so you don’t have to open a new window.

Change log

Version: 1.10.0.0
Date: 3.24.2020

-Related Entities that are configured on the PowerOneView configuration page setup tab will now show up in the PowerOneView model driven app, even if the entities are not accessible through the model driven app of another add-on

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Version: 1.9.0.0
Date: 2/11/2020

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

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Version: 1.8.0.0
Date: 11/26/2019

-Forms are now enabled in the UCI

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Version: 1.6.0.0
Date: 10/18/2019
-Model-Driven App included in V9 solution. This will make it easier to use PowerOneView in the UCI

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Version: 1.5.6.90 & 1.5.5.2016
Date: 9.16.2019

-Enhancement: Ability to show attachments related to an email in PowerOneView
-Proper ordering of tabs in the PowerOneView configuration page
-V9 solution works for classic interface as well

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Version: 1.5.4.90
Date: 6/24/2019
-PowerOneView is now App Aware in the Dynamics 365 online UCI
-Added support tab in PowerOneView configuration page (PowerOneView solution/Configuration/Support), which allows users to open a ticket directly from the solution and reduces the amount of time for PowerPack pros to troubleshoot the issues.

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Version: 1.5.3.2016
Date: 3/22/2019

- Code cleanup & optimization

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Version: 1.5.2.2015 & 1.5.2.2016
Date: 2/15/2019

- TLS Code and User count updated
- Initial release of 2015-specific solution

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Version: 1.5.1.2013 & 1.5.1.2016
Date: 12/21/2018

- Bug fix: After clearing out the search bar in PowerOneView, the grid now resets

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Version: 1.5.0.2013 & 1.5.0.2016
Date: 05/25/2018

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

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Version: 1.4.16.2016 | 1.4.16.2013
Date: 03/03/2018

- Solution customizations cleaned.

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Version: 1.4.15.2016
Date: 02/19/2018

- Enhanced plugin performance (as recommended by Microsoft)

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Version: 1.4.14.2016 | 1.4.14.2013
Date: 11/30/2017

- Small App source fixes
- Resolved a bug where the end user would click on the name of a custom entity and the record wouldn’t pop open.

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Version: 1.4.13.2016 | 1.4.10.2013
Date: 10/1/2017

- Small fix to improve code for use with AppSource

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Version: 1.4.9.2013
Date: 05/11/2017

- Enhanced JQuery and JQuery UI

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Version: 1.4.12.2016
Date: 04/26/2017

- Enhanced JQuery and JQuery UI

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Version: 1.4.9.2016
Date: 02/26/2017

- Improved for use with Dynamics 365

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Version: 1.4.7.2013
Date: 3/5/2016

- Improved configuring for Activity Parties

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Version: 1.4.6.2013
Date: 2/8/2016

- Small fix to components added in sitemap on import

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Version: 1.4.5.2013
Date: 10/31/2015

- Enhanced to provide tree view of related records

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Version: 1.3.5.2013
Date: 07/07/2015

- Fix with filtering by Activity Party created on date

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Version: 1.3.4.2013
Date: 04/03/2015

- Small bug fix with adding new activities on the fly
- Small bug fix with adding notes on the fly from quick toolbar

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Version: 1.3.3.2013
Date: 12/02/2014

- Added a sortable date column

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Version: 1.3.2.2013
Date: 12/02/2014

- Bug fix: Fixed an issue with use in Outlook prompting login when opening a record

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Version: 1.3.0.2013
Date: 08/06/2014

- Optimized for CRM 2013
- Now saves user preferences for Type, Status and Filters
- PowerOneView structure now supports many-to-one, one-to-many, and many-to-many relationships

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Version: 1.2.3.2011
Date: 10/04/2013

- Updated to be CRM 2013 compatible

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Version: 1.2.0.0
Date: 12/31/2012

- Updated PowerOneView to support UR12

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Version: 1.0.3.0
Date: 6/15/2012

- When PowerOneView is uploaded, the configuration is now automatically saved when registration information is submitted.

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Version: 1.0.2.0
Date: 5/18/2012

- Can now open records found by PowerOneView from Outlook, without having to enter your username and password

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Version: 1.0.1.0
Date: 4/12/2012

- Updated registration
- Window that opens from PowerOneView is now able to be resized

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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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