Power SMS | HCLTech

The world is mobile, so why shouldn’t your Microsoft Dynamics 365 be mobile too? With PowerObjects’ PowerSMS add-on it’s possible. PowerSMS integrates the power of CRM with the third-party text messaging platforms, CallFire and Twilio, allowing users to send and receive text messages from within CRM for Dynamics 365 to contacts, leads or any custom entity that has a mobile number associated to it.

Send text messages:

Manually through an SMS activity
To marketing lists
In bulk to a list of CRM records
Through workflow processes

Use text messages to:

Remind someone of an upcoming service appointment
Let someone know you received their inquiry
Notify someone that their case is closed

Utilize CRM workflows to

Automatically send a text message when a case is created or closed
Automatically notify an user in your organization when a record in CRM is assigned to them

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 or on-premise implementation of: CRM 2016 / 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!

PowerSMS Changelog

PowerSMS

Send text messages from CRM, see if they were sent successfully and track the SMS activity back to CRM records.

Change log

Version: 1.0.0.2
Date: 9/1/2021

-Initial Iteration

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Version: 4.7.0.0
Date: 8/18/2021

-Fixed issue to allow incoming texts over 201 characters to arrive in CRM without error.

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Version: 4.5.0.0
Date: 4/9/2021

-Fixed issue where received SMS messages were failing when a country code was not set
-Fixed issue related to long SMS messages (over 200 characters) getting cut off

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Version: 4.4.0.0
Date: 3/8/2021

-Enhancement: D365 for Marketing-Users now have the ability to send and track SMS messages using the customer journey in D365 for Marketing.
-Fixed script errors on load and save of the SMS form.

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Version: 4.3.0.0
Date: 2/15/2021

-Fixed issue where users were receiving a script error when opening an inbound SMS message.

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Version: 4.2.0.0
Date: 1.22.2021

-Fix for issue where fields in the configuration page setup tab could not be modified
-Twilio number configuration button added back to setup tab

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Version: 4.0.0.0
Date: 11/9/2020

-Added server to server authentication

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Version: 3.10.0.0
Date: 10/29/2020

-Fixed issue where Bitly link was not generating when sending an SMS

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Version: 3.8.0.0
Date: 9/8/2020

-Enhancement: Added extra logs in plugins for better debugging

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Version: 3.7.0.0
Date: 4/8/2020

-Bug fix: Fixed script error that was occurring when opening up the PowerSMS activities

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Version: 3.6.0.0
Date: 2/12/2020

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

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Version: 3.5.0.0
Date: 12/9/2019

-Bug fix: Fixed issue where regarding field was not set for incoming messages outside of USA

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Version: 3.1.0.90
Date: 10.21.2019

-Model-Driven App included. This will make it easier to use PowerSMS in the UCI

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Version: 3.0.4.90
Date: 9/9/2019
-PowerSMS will now support configuring multiple Twilio numbers.

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Version: 2.3.8.90
Date: 8/2/2019

-Added support tab in PowerSMS configuration page (PowerSMS 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: 2.3.8.2016
Date: 6/24/2019

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Version: 2.3.7.90 & 2.3.5.2013
Date: 4/15/2019
-Initial release of Dynamics 365 online UCI compatible version
-Minor fixes for Unified Interface
-Set regarding on inbound messages logic was improved (2013 version)

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Version: 2.3.6.2016
Date: 02/15/2019

- Updated nuget package for UserCount
- Updated the code so that the regarding entity in the SMS activity record will be set with an active record only for inbound messages. If there aren't any active records then, the regarding entity will be set with one of the inactive record, if they exists.

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Version: 2.3.4.2016
Date: 09/25/2018

- Updated plugin tracing

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Version: 2.3.2.2016 & 2.3.2.2013
Date: 06/28/2018

Improved security by upgrading to TLS1.2 as CallFire prepares to discontinue support for TLS1.0 on June 30th, 2018.
This will force all on-premise to update to UR2 before they can upgrade or install the product https://support.microsoft.com/en-us/help/3005167/compatibility-with-microsoft-dynamics-crm-2013

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Version: 2.3.0.2016 & 2.3.0.2013
Date: 06/05/2018

- Added Workflow named "PowerSMS - inbound Message" that sets the status reason on inbound messages. Before, inbound messages had status reason "Open." Now, through this workflow, we set the value to "Received"
- PowerPhoto enhancement
- Registration screen update, to collect communication preferences and Accept Terms & Conditions (for GDPR compliance)

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Version: 2.2.8.2016
Date: 4/09/2018

- Code enhancement to improve solution performance
- Enhanced to allow users to select which cloud provider to store images that are sent along with SMS

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Version: 2.2.4.2016
Date: 3/21/2017

- Enhanced to work with Dynamics 365

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Version: 2.2.1.2013
Date: 10/19/2016

- Increased the character limit of the Message field to 3000

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Version: 2.1.7.2013
Date: 09/08/2015

- Improvements to on change event on SMS form when loading mobile numbers and formatting

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Version: 2.1.6.2013
Date: 09/04/2015

- Enhanced to recognize "+" in front of phone numbers

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Version: 2.1.5.2013
Date: 08/31/2015

- Fix for specific CRMOL build that prevented mobile number from populating in SMS message

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Version: 2.1.4.2013
Date: 06/11/2015

- Enhancement to cache country codes
- Enhancement with stability

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Version: 2.0.3.2013
Date: 01/05/2015

- Fix with sitemap components

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Version: 2.0.2.2013
Date: 12/11/2014

- Enhanced for CRM 2015 compatibility

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Version: 2.0.0.2013
Date: 08/26/2013

- Optimized for CRM 2013
- Integrated to with third party Twilio
- Accepts responses to SMS messages in CRM

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Version: 2.0.0.2011
Date: 08/26/2013

- Integrated to with third party Twilio
- Accepts responses to SMS messages in CRM

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Version: 1.1.0.2011
Date: 10/04/2013

- Updated to be CRM 2013 compatible

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Version: 1.0.0.4
Date: 3/27/13

- Parsed out symbols from the phone number being sent to

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Version: 1.0.0.3
Date: 3/8/13

- Initial Release

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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

PowerSMS

Connect the third-party text messaging platforms CallFire and Twilio to Dynamics 365 to send and receive SMS messages.

User Guide

Learn more about using this PowerPack.

View User Guide

Ideas?

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