Power WebForm | HCLTech

Creating web forms in Dynamics 365 is fast and easy with PowerWebForm. This PowerPack add-on allows you to capture information from an online web form and instantly pull it directly into Dynamics 365. You can then choose to create a Lead, a Contact, or any other entity – even a custom entity!

Easily build your web form in Dynamics 365, post it on your webpage, and start gathering submissions – it’s literally that simple. By allowing everything to be done under the Dynamics 365 umbrella, PowerWebForm eliminates the need to export/import lists to/from other databases. Plus, you now have the ability to reach out to website visitors without any lag time whatsoever.

PowerWebForm seamlessly integrates with GoToWebinar. Simply set up your webinar in GoToWebinar, create your web form in Dynamics 365, and publish that web form to your website. Then, when people fill in the PowerWebForm, they are automatically registered in GoToWebinar.

Features

Choose from many different field types, including text box, radio button, check box, dropdown, and more.
Customize the look and feel of the web form using CSS so the form fits flawlessly into your web page.
Turn Google captcha on to prevent spam submissions – or leave it turned off. You choose!
Automatically populate Dynamics 365 fields when a form is submitted.

For Example: Use the Hidden field type to automatically populate the Topic of the lead that is created from a web form, or to populate the lead source or something similar.

Redirect visitors who completed the form, either manually (through clicking a button) or automatically.
Set up duplicate detection on more than one entity.

For example, if your web form is creating leads, you can check for duplicates in both Leads and Contacts before creating the new lead.

Create landing pages for your web forms.
Seamlessly integrate with GoToWebinar.

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!

PowerWebForm Changelog

PowerWebForm

Pull information from a form on your website directly into CRM - no more importing lists or spending hours trying to sort through incoming information and manually entering it in CRM. PowerWebForm lets you build your web form in CRM and place it anywhere on your website. Visitors fill out the form and information is pulled straight into CRM.

Change log

Version: 7.0.10.0
Date: 04/07/2022

- SDK and framework updated.

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Version: 7.0.9.0
Date: 11/29/2021

-Fixed issue where hidden fields with lookup values were not working for customer lookup.

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Version: 7.0.8.0
Date: 10/12/2021

-Fixed issue where hidden fields with lookup values were not working (updated the code with logical name of the entity)

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Version: 7.0.7.0
Date: 5/6/2021

-Updated the PowerWebForm Icon

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Version: 7.0.6.0
Date: 5/3/2021

-Changed the Related Entity Condition for Copy WebForm in Java Script File

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Version: 7.0.4.0
Date: 2/15/2021

-Removed the out of the box business process flows permission
-Unchecked the entity metadata option
-Fixed issue where duplicate check field options were no longer specific to each webform. Now form field lookup only lists out related webform fields.
-Fixed business process error that occurred on uninstall of PowerWebForm. PowerWebForm can be uninstalled without having to disable any plugins.

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Version: 7.0.2.0
Date: 11/25/2020

-Added server to server authentication

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Version: 6.0.0.0
Date: 11/23/2020

-Contains deprecated code changes for UCI

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Version: 5.9.0.0
Date: 9/16/2020

-Bug fix: Fixed issue where double opt-in link was not generating properly

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Version: 5.8.0.0
Date: 4/13/2020

-Bug fix: PowerWebForm now compatible with google captcha for source code deployment

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Version: 5.7.0.0
Date: 3/25/2020

-Contains app-source fixes

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Version: 5.6.0.0
Date: 2/12/2020

-Bug Fix: Fixed issue where users were not able to create a new duplicate detection rule
-Big Fix: Fixed issue where webform activity details were not populating when duplicate detection is enabled on the form
-Updated PowerWebForm model driven app with link to Customer Ideas Forum (User Voice).

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Version: 5.2.0.0
Date: 10/21/2019

-Fixed issue where users were unable to select a related entity on a webform in the UCI
-Fixed issue where "map to entity" pop up was getting stuck on loading in UCI
-Model-Driven App included. This will make it easier to use PowerWebForm in the UCI

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Version: 5.1.14.2016
Date: 6/24/2019

-Multi-line text field added to the webform, so that an end user can leave notes directly on the web form record.
-Fixed issue where if a business required field was missed and the user tried to submit the form again after filling in the business required field, they were not able to submit
-Improved plugin tracing on the backend

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Version 5.1.12.90
Date: 4/29/2019
-Initial release of Dynamics 365 online UCI compatible version

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Version 5.1.9.2016
Date: 3/11/2019
- Notification email now includes WebForm Activity record link enhancing use accessibility
- User count update

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Version 5.1.8.2015
Date: 3/11/2019
- User count update

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Version 5.1.7.2016, 5.1.7.2015, 5.1.7.2013
Date: 12/21/2018
- Fixed an issue where related entity record doesn't create if Duplicate Check fields are not set
- Upgrading from PowerWebForm 4.x.x to 5.x.x will not require users to perform sync. However, upgrading from 3.x.x to 5.x.x will require users to press the Sync button, immediately following the upgrade
- Opt-In Email template has been updated

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Version 5.1.6.2016, 5.1.6.2015, 5.1.6.2013
Date: 11/21/2018
- Introduction of Processing Status Option set for Attachments associated to a WebForm Activity Detail. This functionality allows user to retry individual attachments rather than running the main ProcessWebFormActivity workflow.

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Version 5.1.4.2016, 5.1.3.2015 & 5.1.3.2013
Date: 10/29/2018
- Introduction of Webinar Registration Status on WebForm Activity
o Allows user to retry registration of a Registrant for a Webinar
o Provides visibility on a registrant registration status
o Webinar Registration Status
 Registration Pending –This can be set by the User to retry association of a registrant to a webinar
 Registered – This is set by the Solution Plugin. This depicts a successful registration of a registrant
 Failed – This depicts a failure to register a registrant to a webinar. Check the System Jobs for errors. Additionally, trace logs can aid with debugging. User can retry by the status to Registration Pending

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Version 5.1.2.2016, 5.1.2.2015, 5.1.2.2013
Date: 09/26/2018
- Update created on of related record to match PowerWebForm Activity created on
- Removed Test Credentials button, which wasn’t functioning properly
- Field Length is now a required field and additional guidance is provided to users on setting the field length to between 0 and 2000 characters

Cloud only change – no need to update solution – automatically applied
- Updated captcha to Google captcha

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Version 5.1.1.2016, 5.1.1.2015, 5.1.1.2013
Date: 08/30/2018
- GoToWebinar features have been updated to leverage the new GoToWebinar API
- Landing Page fixes, pertaining to the association with PowerWebTraffic
- Bug fix: WebForm Activity/WebForm Activity Detail Ownership issue fixed

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Version 4.1.2.2016
Date: 07/18/2018
- Small fix to the “Retry attachment” workflow
- Updated to import into CRM v9 online orgs, where previous version failed to install

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Version: 4.1.1.2016
Date: 7/10/2018

- Updated to support GoToWebinar's now OAuth 2.0 API key
- Fixed issue in landing page design where dropdown fields were overlapping
- Updated landing pages to support PowerWebTraffic
- Web form activity details are now assigned to the same owner as web form activities

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Version: 4.0.10.2013/2015/2016
Date: 5/18/2018

- Code changes to Configuration Page to be GDPR compliant
- Attachment Attach-To-Record fix where end users didn't receive their annotation when Form Field definition Attach-To-Record attribute was set to false.
- Annotation will now associate to a Web Form Activity if Form Field definition Attach-To-Record attribute is set to false
- We resolved an issue where multiple submissions on the same form by the same person would only send attachments to the related record on the first form submission
- Fixed a bug where activity would not be processed if form field of type option set was left as null

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Version: 4.0.6.2016
Date: 2/12/2018

- Update to the POExtension Plugin to alleviate timeouts
Small bug fix related to the file upload feature for CRM online
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Version: 4.0.5.2016
Date: 2/10/2018

- Small bug fix related to the file upload feature for CRM online
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Version: 4.0.4.2016
Date: 2/04/2018

• Fixes an issue where activity wouldn’t be created if form fields were removed from CRM. The unmapped data is now written into clients CRM as Unmapped Detail
• Additionally, plugins .NET Frameworks have been changed to 4.5.2 to increase Version 9.0 stability
• Additional trace logs have been implemented on plugins to aid with debugging

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Version: 3.1.10.2015, 3.1.10.2013
Date: 12/14/2017

- Code changes in Validate Related Entity plugin to prevent timeout issues in orgs which houses a large number of custom entities.
- Web Form Activity Detail plugin logic has been integrated into ProcessWebFormActivity Plugin.
- Web Form Activity Detail plugin retrieves and sets delimiters on WebFormPost that are of type multi-checkbox
- WFActivityDetailEmailOptin plugin logic have been integrated into ProcessWebFormActivity Plugin.
- This plugin checks to see if DoubleOptIn option is selected in the webform definition. If selected it creates a new DoubleOptIn record with status New.
- Refactoring of ProcessWebFormActivity to reduce redundancy
- Tracing has been integrated to debug issues
- Configuration Pages clean-up logic has been edited to ensure the above WebFormActivityDetail and WFActivityDetailEmailOptin plugins are removed when Configuration page is launched

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Version: 3.1.9.2016
Date: 6/8/2017

- Updated solution to be compatible with 8.1 + orgs instead of just 8.2 plus orgs

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Version: 3.1.9.2016 |3.1.6.2015 |3.1.6.2013
Date: 6/2/2017

- Fixed a bug regarding web form activities on a record

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Version: 3.1.8.2016
Date: 4/19/2017

- Improved to work with Dynamics 365
- Enhanced with double opt-in feature

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Version: 3.1.5.2015
Date: 4/19/2017

- Enhanced with double opt-in feature

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Version: 3.1.2.2015
Date: 4/13/2015

- Enhanced to create landing pages

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Version: 3.1.2.2013
Date: 4/13/2015

- Enhanced to create landing pages

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Version: 3.0.2.2015
Date: 11/30/2015

- Enhanced to use Azure data centers

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Version: 3.0.2.2013
Date: 11/30/2015

- Enhanced to use Azure data centers

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Version: 2.0.11.2015
Date: 02/09/2015

- Enhanced to be compatible with CRM Online form rendering

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Version: 2.0.11.2013
Date: 05/11/2015

- Enhanced to be compatible with CRM Online form rendering

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Version: 2.0.9.2013
Date: 02/09/2015

- Enhanced to sync with GoToMeeting

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Version: 2.0.7.2013
Date: 12/11/2014

- Enhanced to be CRM 2015 compatible

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Version: 2.0.6.2013
Date: 9/12/2014

- Fixed the "sync" button in the registration screen

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Version: 2.0.5.2013
Date: 7/11/2014

- Fixed a bug in registration, regarding "&" sign

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Version: 2.0.4.2013
Date: 6/23/2014

- Added a workflow process which can be executed if Power Webform Activity process Plugin didn’t work for some reason
- Changed subject line of notification email to be the name of the web form

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Version: 1.5.4.2011
Date: 6/23/2014

- Added a workflow process which can be executed if Power Webform Activity process Plugin didn’t work for some reason

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Version: 2.0.2.2013
Date: 5/14/2014

- Small change on wording in the configuration screen

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Version: 2.0.0.2013
Date: 5/13/2014

- Initial release of 2013 version of PowerWebForm

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Version: 1.5.2.2011
Date: 3/31/2014

- When copying a web form, all form fields are now copied, instead of just the first 50

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Version: 1.5.0.2011
Date: 02/03/2014

- Enhanced with the ability to accept attachments through a webform

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Version: 1.4.1.2011
Date: 11/07/2013

- Fixed bug where users were unable to select a CRM field to map a webform to.

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Version: 1.4.0.2011
Date: 10/04/2013

- Updated to be CRM 2013 compatible

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Version: 1.4.0.0
Date: 6/27/2013

- A staging table for the web forms, so that if your CRM is ever down, or if our cloud is unable to connect to your CRM, your form will still be displayed on your web page, and the form submissions will be collected in a staging table, until we are able to connect to your CRM again.
- The text of the submit button can now be changed using the submit button text on the Web Form record in CRM.
- After the submit button is clicked on, the button is disabled while the submission is being processed.
- The form will display faster on your web page.
- If you would like a default to be set on a form field, we now support that! For example, if you want a check box on the form to automatically be checked, that is now possible!

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Version: 1.2.0.4
Date: 3/11/2013

- Added support for a delimiter, so you can map a web form check box field to a CRM text field, and decide what the separator between the words is

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Version: 1.2.0.2
Date: 1/28/2012

- Fixed issue with a blank lookup when selecting entity in CRM online in IE

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Version: 1.2.0.0
Date: 12/31/2012

- Fixed issue with creating custom entities without owners

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Version: 1.2.0.0
Date: 12/31/2012

- Updated PowerWebForm to support UR12

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Version: 1.0.8.1
Date: 11/27/2012

- The "Copy Web Form" button previously did not work in Outlook - FIXED

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Version: 1.0.8.0
Date: 10/22/2012

- Added support for a lookup field to be populated from a web form activity with a specific CRM record. Any entity be it account, contact, lead or any custom entity can be used. Rule of thumb is to define the label of field as Primary Key of entity i.e. {entityName + id} like accountId, contactId, po_testId etc.. This feature is related to hidden fields only.
- The sort order of the fields in the lookup on PowerWebForm are now in alphabetical order

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Version: 1.0.7.0
Date: 9/4/2012

- Enhancement: The ability to check for duplicates in more than one entity within CRM, before creating a new record or appending a web form activity after a web form is submitted

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Version: 1.0.6.1
Date: 7/24/2012

- Added new PowerPack Tab and moved PowerWebForm from Workplace tab to PowerPack tab

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Version: 1.0.6.0
Date: 7/10/2012

- Added "Copy Web Form" button

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Version: 1.0.5.3
Date: 6/8/2012

- Fixed PowerWebForm Service User security role

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Version: 1.0.5.1
Date: 5/30/2012

- Added copy source button
- Fixed javascript error
- Redirect URL/redirect mode option

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Version: 1.0.5.0
Date: 5/14/2012

- Bug fix

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Version: 1.0.3.0
Date: 4/9/2012

- Updated registration
- Updated security roles

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Version: 1.0.2.0
Date: 3/29/2012

- Bug fix: If no search field is defined, create a new entity

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PowerPack Support

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PowerWebForm

Capture data from a web form and instantly pull it into Dynamics 365.

User Guide

Learn more about using this PowerPack.

View User Guide

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