PowerScore
A simple solution that allows you to score your leads and contacts based on their behavior within CRM for Dynamics 365.
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How can you rank your CRM contacts and leads? With PowerScore of course. PowerScore is a simple solution that allows you to score your leads and contacts based on their behavior. Simply define your scoring rules and you’re done. Then sit back and let the cream of the crop float to the top.

PowerScore lets you score leads and contacts based on:

  • Web Traffic
  • Web Forms
  • Surveys
  • Downloads of Documents
  • Attributes of the Lead or Contact such as Job Title or Industry
  • Opened E-Mails
  • Clicked Through Links

You define the rules for your CRM. Examples include:

  • The person visited our website x number of times
  • The person visited our products page
  • The person submitted a given web form
  • The person submitted x number of web forms
  • The person answered a given question
  • The person submitted x number of surveys
  • The person downloaded x number of documents you sent them
  • The person resides in a given state, etc.

In all rules, you define the number of points to give or take away. And each rule can be applied to just leads, just contacts or both. Using the rules you define, PowerScore continually ranks your leads and contacts, allowing you to direct the appropriate resources towards them. Improve your marketing, make your call campaign more direct and reward and thank your best customers. With PowerScore it’s easy to learn more about prospect and customer behavior.

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Resources

Master Import Guide
Updating a PowerPack
PowerScore 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!
PowerScore Changelog

PowerScore

PowerScore lets you score leads and contacts in Microsoft Dynamics 365, based on their behavior.

Changelog

Version: 1.7.0.0
Date: 2/12/2020

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

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Version: 1.6.0.0
Release Date: 12/9/2019

-Contains fixes for AppSource compatibility

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Version: 1.5.0.0
Release Date: 11/26/2019

-Initial release of Dynamics 365 online UCI compatible version
-Model-Driven App included in V9 solution. This will make it easier to use PowerScore 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: 1.4.1.2016 & 1.4.1.2013
Release Date: 3/11/2019

- TLS 1.2 and User Count updates

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Version: 1.4.0.2016
Release Date: 05/25/2018

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

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Version: 1.3.10.2016
Date: 04/3/2018

- Cleaned code to improve solution performance

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Version: 1.3.5.2016
Date: 04/13/2017

- Small fix to improve sitemap
- Enhanced to include JQuery 3.2.0 library

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Version: 1.3.2.2016
Date: 03/09/2017

- Enhanced for use with Dynamics 365

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Version: 1.3.1.2013
Date: 12/29/2015

- Enhanced to allow custom scoring via workflow

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Version: 1.3.0.2013
Date: 11/18/2015

- Enhanced score aging

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Version: 1.1.0.2013
Date: 05/04/2015

- Code optimized to work with PowerEmail 2.0.0.2013

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Version: 1.0.0.2013
Date: 12/23/2014

- Optimized for CRM 2013 and 2015

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Version: 1.0.1.2011
Date: 12/19/2013

- Bug Fix: Score will now fire when leads/contacts are imported as well

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Version: 1.0.0.2011
Date: 10/04/2013

- Updated to be CRM 2013 compatible

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Version: 1.0.0.1
Date: 8/12/2013

- Fixed error with rules
- Removed the system tabs in the entity area

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Version: 1.0.0.0
Date: 6/27/2013

- Initial release

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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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