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
    • 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:

Features Specific to Sequential Numbers

See screenshot below for formatting specifics.

  • You can start at any number (1, 563, 987654321, or any other number – your choice!)
  • The number can be as many digits as you like (e.g., if you elect to start at 563, the auto-populated number could be 563, 00563, 000000000563, etc. – again, your choice!)
  • Within each field, numbers will be added sequentially and are guaranteed to be unique

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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.

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Solution Requirements

ADFS forms based authentication Any Online or on-premise implementation of: CRM 2016 / Dynamics 365

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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

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

PowerOneView

View everything related to an entity within one window in Dynamics 365.

User Guide

Learn more about using this PowerPack.

View User Guide

Ideas?

Have ideas? Post in our forum.

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