PowerShare

The power to create, send, and see if documents have been received by your clients from within CRM for Dynamics 365.

What is PowerShare?


If you’ve sent a client a document and wondered whether they received your email or ever opened the document you asked them to read, then you will love PowerShare. This Dynamics 365 document sharing add-on gives you the power to create a bundle of documents in CRM, send those documents to a client, and see whether they received the email and viewed the documents in your bundle. The best part? Everything is done from within CRM for Dynamics 365!

  • Easily create your document bundles with the PowerShare wizard
  • Add notes to each document or the document bundle as a whole
  • Unique bundle URL gives you control over who has access to each document bundle
  • Set an expiration date on each document bundle, giving clients a limited time to access the documents
  • Be one step ahead of clients by tracking:
    • If the email with the document bundle was received and opened
    • How many times the document bundle was opened
    • If any of the documents within the bundle were opened and how many times

Pricing

$1

Price is per user/per month. All enabled CRM users are counted. This includes read only users, admin only users, office 365 global admins, and service accounts.

Support


Support

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F.A.Q.

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Videos

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