Power WebTraffic

Ever wonder who is visiting your website? Combine the power of website tracking analytics with the power of CRM to see who is surfing your site. PowerWebTraffic gives you the ability to see what your customers and potential clients are viewing by collecting website tracking analytics, and connecting them to contacts and leads right within your CRM for Dynamics 365.

Identify which webpages are getting the most traffic in a quick and easy PowerWebTraffic dashboard.

Create workflows to correspond with website activities:

Receive email notification when someone visits your site 'X' number of times.
Receive email notifications when a contact of a lead is identified.

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!

PowerWebTraffic Changelog

PowerWebTraffic

Combine the power of your website with the power of CRM! See who is visiting your site and track their traffic within the CRM. See what your customers and potentials are viewing so that you can keep your visitors interested.

Changelog

Version: 4.0.7.0
Date: 6/2/2022

-Removed service references for field service and project service and extracted a solution from the org only containing sales module.

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Version: 4.0.6.0
Date: 04/07/2022

- Updated the SDK version for Nuget and released the new version.
- Solution will work on or after 9.2.21092.00145

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Version: 4.0.5.0
Date: 12/29/2021

-Updated framework to 4.6.2. Solution will work on or after 9.2.21092.00145

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Version: 4.0.4.0
Date: 10/12/2021

-Fixed issue where duplicate summary records were being created on webtraffic creation

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Version: 4.0.1.0
Date: 1/27/2021

-Removed the out of the box business process flows permission
-Unchecked the entity metadata option

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Version: 4.0.0.0
Date: 11/17/2020

-Added server to server authentication

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Version: 2.0.0.0
Date: 6/17/2020

-Fixed issue with opening up support tab in Internet Explorer
-Fixed issue related to IP addresses

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Version: 1.7.0.0
Date: 2/11/2020

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

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Version: 1.6.0.0
Date: 12.31.2019

-Configuration page tabs are in the correct order (Profile tab, setup tab, script code, support tab)

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Version: 1.5.0.0
Date: 11/22/2019

-Model-Driven App included in V9 solution. This will make it easier to use PowerWebTraffic 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

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Version: 1.3.3.90 & 1.3.3.2016
Date: 6/24/2019

-Added support tab in PowerWebTraffic configuration page (PowerWebTraffic 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 issues

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Version: 1.3.2.90
Date: 4/15/2019

-Initial release of Dynamics 365 online UCI compatible version

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Version: 1.3.2.2016
Date: 03/11/2019

- Bug fix: Fixed an issue where PowerWebTraffic could not find domain name when trying to connect a contact or lead to WebTraffic data with emails
- User count update

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Version: 1.3.2.2015
Date: 03/11/2019

- Release of 2015-specific solution
- User count update

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Version: 1.3.0.2016 & 1.3.0.2013
Date: 05/25/2018

- Registration screen update, to collect communication preferences and Accept Terms & Conditions (for GDPR compliance)
- Updated to support PowerWebForm landing pages

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Version: 1.2.8.2016
Date: 03/6/2018

- Plugin enhancement to improve add-on performance

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Version: 1.2.6.2016 | 1.2.3.2013
Date: 10/01/2017

- Updated to move web traffic off our hosted cloud and re-directed to our Azure cloud.

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Version: 1.2.2.2016
Date: 07/03/2017

- Updated to be 2016/ Dynamics 365 compatible

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Version: 1.2.1.2013
Date: 12/30/2015

- Small fix to eliminate error in CRM 2013 Update 1 when saving email with no body

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Version: 1.2.0.2013
Date: 08/03/2015

- Update to calls to improve performance

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Version: 1.1.9.2013
Date: 08/03/2015

- Small fix to resolve warning for users without security role when sending an email.

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Version: 1.1.8.2013
Date: 08/03/2015

- Small fix to make error for users without privilege more user friendly.

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Version: 1.1.7.2013
Date: 07/21/2015

- Enhanced so the month views are sorted by descending Created On date.

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Version: 1.1.6.2013
Date: 07/10/2015

- Small fix with recording related account webtraffic on the account form.

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Version: 1.1.4.2013
Date: 03/03/2015

- Small fix with recording bounces

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Version: 1.1.3.2013
Date: 12/11/2014

- Enhanced to be CRM 2015 compatible
- Small fixed related to PowerWebtraffic grid on the account record

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Version: 1.2.8.2011
Date: 7/10/2014

- Removed test view from solution

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Version: 1.2.7.2011
Date: 7/7/2014

- Bug fix: No longer appends the tracking token to URL's in emails, that are not registered as a tracked domain

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Version: 1.2.6.2011
Date: 4/7/2014

- Bug fix: Twitter links were rendering incorrectly. This is now fixed

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Version: 1.2.4.2011
Date: 10/04/2013

- Updated to be CRM 2013 compatible

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Version: 1.2.0.3
Date: 2/13/13

- Fixed a plugin that was causing issues with some workflows

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Version: 1.2.0.2
Date: 1/21/13

- Added a new feature to exclude certain IP addresses

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Version: 1.2.0.0
Date: 12/31/2012

- Updated PowerWebTraffic to support UR12

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Version: 1.0.0.25
Date: 11/28/2012

- Small bug fix

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Version: 1.0.0.23
Date: 11/26/2012

- Fixed a small bug where an error was popping up when the user clicked on a summary record to open it

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Version: 1.0.0.20
Date: 9/5/2012

- Added PowerWebTraffic grid to the account record, so anonymous or known traffic is automatically pulled into the account record if the company name of the web traffic and the account name match

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Version: 1.0.0.19
Date: 8/3/2012

- Updated plugin

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Version: 1.0.0.18
Date: 6/19/2012

- Moved to new PowerPack tab
- Added example to registration screen
- Updated plugin

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Version: 1.0.0.17
Date: 5/17/2012

- Updated web service user security role

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Version: 1.0.0.16
Date: 5/8/2012

- Updated security roles

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Version: 1.0.0.15
Date: 4/27/2012

- Updated registration
- Updated plug-ins

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Version: 1.0.0.10
Date: 3/30/2012

- Updated plug-ins
- Modified charts so labels are horizontal, not diagonal

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Version: 1.0.0.9
Date: 3/13/2012

- Fixed navigation name so it shows up in foreign language CRMs

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Version: 1.0.0.8
Date: 3/9/2012

- New graphs and charts to better show statistics on the contact & lead records

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

PowerWebTraffic

Learn what your customers and potential clients are viewing on your website and track analytics 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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