PowerShare

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

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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

Get the Latest PowerPack Updates

Why join the list? Because you’ll…

  1. Be the first to hear about newly released add-ons
  2. Get updates on ongoing enhancements to current add-ons
  3. Learn innovative ways to put your add-ons to use!

PRICING

$1 USD CRM user per month*
  • *All enabled CRM users are counted. This includes read-only users, admin-only users, office 365 global admins, and service accounts.
User Guides
Additional Resources
Requirements
ADFS forms based authentication

Any Online or on-premise implementation of:
•CRM 2011 UR 17+
•CRM 2013 SP1 UR3+
•CRM 2015
•CRM 2016 SP1+
•Dynamics 365

Images, Video and Support

Videos

View PowerShare demo and how-to videos

Watch Videos

FAQs

See a list of frequently asked questions

Get Started

Support

Use the PowerShare knowledgebase on Parature

Find out More