PowerSurveyPlus
Build, configure and send surveys from within CRM for Dynamics 365.
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Collecting survey data can be a pain; PowerSurveyPlus makes it easy. With PowerObjects’ surveying solution, Dynamics 365 users can easily build robust surveys from within their CRM and send them directly to their account, contact and lead records. Once a survey recipient has filled out the survey, PowerSurveyPlus creates a survey activity in CRM regarding the recipient with the answers given during the survey.

Features
    • Utilizes multiple Azure clouds
    • Robust HTML survey designer with drag and drop capabilities
    • Customize multiple page survey
    • Create templates for pages, sections, and questions that can be utilized across all surveys
    • Expression logic, to hide or show certain sections of a survey based on a previous response
    • Survey Activities tracked directly back to CRM and the respondent's corresponding record
    • Send surveys in bulk using PowerMailChimp
Supports 12 Question Types Including:
  • Matrix
  • Multiple Checkbox
  • Numeric
  • And many more

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Resources

Master Import Guide
Updating a PowerPack
PowerSurveyPlus 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!
PowerSurveyPlus Changelog

PowerSurveyPlus
Easily build robust surveys right from within their CRM system and send them directly to their Accounts, Contacts, and Lead records. Once a survey recipient has filled out the survey it will create a survey activity in CRM, regarding the recipient, with the answers that were given during the survey.

Change log

Version: 1.8.0.0
Date: 4.27.2020

-Fixed issue where in new CRM versions 9.1.0000.15060 and above, users were unable to close the survey designer window as it kept spinning. Issue is fixed for both latest and older versions of CRM online and on-premise environments

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Version: 1.7.0.0
Date: 3.24.2020

-Bug fix: Fixed issue where script error was generating when opening survey activity records in the UCI

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Version: 1.6.0.0
Date: 2.13.2020

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

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Version: 1.3.6.2016
Date: 1/24/2020

-Fixed issue related to survey ID error that was occurring when opening up survey designer

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Version: 1.5.0.0
Date: 12.11.2019

-Implemented App-source fixes

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Version: 1.4.0.90
Date: 9.9.2019

-Model-Driven App included in V9 solution. This will make it easier to use PowerSurveyPlus 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
-Fixed the Survey ID error, where users were getting a pop up message when the designer is opened, saying "survey ID has to be of 32 digits with four dashes."

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Version: 1.3.5.90
Date: 8.2.2019

- Initial release of Dynamics 365 online UCI compatible version

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Version: 1.3.5.2016
Date: 6/3/2019
-Added support tab in PowerSurveyPlus configuration page (PowerSurveyPlus solution/Configuration/Support), which allows users to open a ticket directly from the solution and reduces the amount time for PowerPack pros to troubleshoot issues
-Bug fix: Fixed issue where emails were failing to create when PowerSurveyPlus was installed in an org, but not registered or configured.

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Version: 1.3.4.2016
Date: 5/3/3019
-Fixed an issue where survey activities were being created on send of an email when an anonymous link was placed in the email body. Now, a survey activity will only be created when the survey link is actually clicked, not when the email is sent

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Version: 1.3.2.2016
Date: 3/22/19
- Forcing the user to choose a target service when initially setting up PowerSurveyPlus

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Version: 1.3.0.2016 & 1.2.8.2015
Date: 2/21/19
- Fixed an issue where user was unable to send a survey Activity via Anonymous Link
- User Count update

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Version: 1.2.9.2016
Date: 2/7/2019
- Small bug fix related to sending emails in workflows

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Version: 1.2.8.2016 & 1.2.7.2015
Date: 2/1/2019
- Fixed an issue where an email wasn’t being created/sent when a hyperlink is embedded into an On-Demand workflow.
- Creating/sending email now doesn’t require user to have PowerSurveyPlus security roles.
- Fixed an issue where Email OOB entity was being overwritten causing queue option

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Version: 1.2.6.2016 & 1.2.5.2015
Date: 1/31/2019
- Fixed an issue where users were unable to send email from an On-Demand workflow with an embedded Survey URL
- With the changes made, when the survey is sent through an email, the “To” field of the survey activity created by the email activity should be populated with the "To" field of an email activity.
- When the regarding is set to a 'Case' for a survey activity, it should save the activity record without any error.

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Version: 1.2.5.2016
Date: 1/15/2019

- With the changes made, when the survey is sent through an email, the “To” field of the survey activity created by the email activity should be populated with the "To" field of an email activity.
- Bug fix: When the regarding is set to a 'Case' for a survey activity, it should save the activity record without any error.

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Version: 1.2.3.2016
Date: 12/11/2018

- PowerSurvey Plus was not auto populating the "To" field. With the new change it auto-populates the "To" field on create of a survey.

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Version: 1.2.2.2016
Date: 10/29/2018

- Bug fix: "Fill out Survey" button on the Contact record

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Version: 1.2.0.2016 & 1.2.0.2013
Date: 09/11/2018

- Added the ability to re-deploy surveys to the configuration settings page

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Version: 1.1.1.2016 & 1.1.0.2013
Date: 05/25/2018

- Fixed the Web Api Version for FillOutSurvey button on Contacts and leads
- Registration screen update, to collect communication preferences and Accept Terms & Conditions (for GDPR compliance)

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Version: 1.0.34.2016
Date: 2/19/2018

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

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Version: 1.0.30.2016
Date: 12/15/2017

- Fix related to email open check conditions

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Version: 1.0.29.2016 / 1.0.29.2013
Date: 09/20/2017

- Fix related to survey designer not loading
- Additional plugin logging added

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Version: 1.0.27.2016 / 1.0.23.2013
Date: 07/03/2017

- Upgraded the plugins .NET framework to 4.5.2 to support TLS 1.1

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Version: 1.0.25.2016
Date: 04/13/2017

- Small fix to clean up code and improve solution

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Version: 1.0.24.2016
Date: 12/08/2016

- Small fix to prevent plugin time outs on email activity
- Small fix to prevent import of solution from making changes to custom Email entity views

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Version: 1.0.22.2016
Date: 8/17/2016

- Improved survey response email to show Score field only when survey is scored

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Version: 1.0.22.2013
Date: 8/17/2016

- Improved survey response email to show Score field only when survey is scored

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Version: 1.0.17.2013
Date: 3/5/2016

- Enhanced to add theme editor

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Version: 1.0.16.2013
Date: 2/18/2016

- Enhanced to allow images to be added to survey sections
- Enhanced reporting to enable date range, remove leading 0 from question name, and show Slug value in question name
- Added a report to Survey Activity to show the responses in the survey order
- Improved Survey Activity to display response sub-grid

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Version: 1.0.15.2013
Date: 1/28/2016

- Improved to show survey responses on the Survey Activity form
- Improved anonymous survey responses to show survey name
- Enhanced survey link to add email addresses

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Version: 1.0.14.2013
Date: 12/30/2015

- Improved token rendering in emails
- Small fix for error when assigning surveys to user in CRM 2015

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Version: 1.0.14.2013
Date: 12/30/2015

- Improved token rendering in emails
- Small fix for error when assigning surveys to user in CRM 2015

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Version: 1.0.13.2013
Date: 10/27/2015

- Small fix to script to improve speed to render anonymous link and Fill out Survey in CRM Online

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Version: 1.0.12.2013
Date: 10/26/2015

- Enhanced with new rating image type
- Enhanced to add hyperlink functionality
- Enhanced to allow expressions to use "Contains Data" operator

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Version: 1.0.10.2013
Date: 10/06/2015

- Enhanced to use slugs which will populate text from CRM fields or survey question responses

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Version: 1.0.7.2013
Date: 09/06/2015

- Small fix to notification email to show regarding record or anonymous if none

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Version: 1.0.6.2013
Date: 07/31/2015

- Enhanced the Survey Designer UI
- Fixed survey link conversion when sending through workflow

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Version: 1.0.1.2013
Date: 07/09/2015

- Enhancements to the Survey Designer
- Drag-n-drop
- Text field limits
- Enhancements with utilization of the Azure cloud

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Version: 1.0.0.2013
Date: 06/30/2015

- Initial release of PowerSurveyPlus
- New designer and question types

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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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