Power EDM | HCLTech

Managing documents within CRM systems can be a challenge, but with PowerEDM, users can efficiently attach, upload, and organize documents directly within Dynamics 365 CRM. Designed to simplify document handling, PowerEDM ensures that uploaded files are securely stored in the SharePoint document library, offering a seamless integration between CRM and SharePoint. Whether you're uploading, searching, or managing files, PowerEDM provides an intuitive and efficient solution for streamlined document management.

Features

Effortless Uploads – Users can attach one or multiple documents to CRM forms, with an upload limit of 3 MB per file and up to 3 files at a time.
SharePoint Integration – Uploaded files are automatically saved to a configurable SharePoint document library, ensuring easy access and secure storage.
Advanced File Search – Locate documents quickly with powerful filtering options, including searches by Document Type, Category, Created Date, and Text-based queries.
Batch File Operations – Save time by uploading and downloading multiple files at once, with bulk downloads conveniently packaged in a ZIP format.
Secure & Customizable Deletion – Manage document lifecycle effectively with multi-file deletion capabilities, with the option to restrict deletions based on user preferences.

Pricing: $1.50 per user

Price is per user, per month. All enabled users are automatically counted – this includes read-only users, admin-only users, and service accounts.

Solution Requirements

ADFS forms based authentication Any Online implementation of: Dynamics 365

Attention

Starting June 1, 2021, we will begin charging a $20 monthly base fee per PowerPack add-on used in your organization. This new charge, which is in addition to your regular user-based charge, will enable HCL-PowerObjects to continue innovating new and exciting ways to enhance your Dynamics 365 experience.

Resources

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.

To begin the import process navigate to Settings > Solutions in your CRM environment.
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.
“Browse” and select the PowerPack solution file that you have previously downloaded to your desktop, once the zip file is populated select “Next”.
The next screen will verify the details of the solution you are about to import, select “Next” to move on.
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.
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.
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.

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:

Download the latest solution .zip file from the respective PowerPack web page
Log into CRM and navigate to Settings > Solutions
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.
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.
Once the clean-up has completed, select Submit to re-sync your registration with the PowerObjects registration system and you are done!

PowerEDM Changelog

PowerEDM

Uploading, searching, or managing files, PowerEDM provides an intuitive and efficient solution for streamlined document management.

Changelog

Version: 1.0.0.8
Date: 25/04/2025

- Initial Release

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.

POWERCARE PORTAL SUPPORT PAY-BY-THE-HOUR SUPPORT

PowerEDM

Users can efficiently attach, upload, and organize documents directly within Dynamics 365 CRM.

User Guide

Learn more about using this PowerPack.

View User Guide

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