PowerShare

PowerShare

  • Date Created: March 26, 2015
  • Last Modified: March 26, 2015

No, PowerShare bundles can only be sent to one CRM contact or lead record at a time.

  • Date Created: March 26, 2015
  • Last Modified: March 26, 2015

PowerShare does not collaborate directly with PowerShare documents. However, you can map your SharePoint drive to your computer, and pull in SharePoint documents to attach to your document bundles.

  • Date Created: February 2, 2015
  • Last Modified: March 26, 2015

A subscription to PowerShare is $1/enabled CRM user/month. A user is defined as anyone enabled in your CRM system, including admin, read-only, service, and Office 365 global admin users.

  • Date Created: March 26, 2015
  • Last Modified: March 26, 2015

You can add Word documents, Excel spreadsheets, PDFs, PowerPoints and images with PowerShare.

  • Date Created: June 29, 2015
  • Last Modified: June 29, 2015

To view if you bundle or individual documents have been opened by the recipient, you will need to navigate to the PowerShare Bundles section of the PowerPack menu and open the desired bundle.

Once you open the bundle, you will see all of your document bundle specifications. The open tracking for the bundle and individual documents can be found in the Attachment Detail section. The Open Count column shows the total number of times the bundle or document has been opened while the Last Opened column displays the date and time it was last opened.

  • Date Created: June 29, 2015
  • Last Modified: June 29, 2015

Start by navigate to the PowerShare Documents and select New to add a document.

Enter the bundle name in the Name field and of this document bundle is a subfolder of a different document bundle, select a Parent Folder. If this is not a sub-folder or is a parent folder, leave the Parent Folder field empty. Press Save.

After saving, you will now have the ability to upload documents. To do so, simply add a new Note. Enter the document name in the Title field, description in the Note’s description and attach the document to the Note field. Repeat these steps to add each document needed in the bundle.

  • Date Created: June 29, 2015
  • Last Modified: June 29, 2015

To start the PowerShare wizard, select or open a Contact or Lead record and select the Send Bundle option under the ellipsis.

Bundle Documents
The first thing you will be asked to do is choose which documents from your folder structure that you would like to include in your PowerShare document bundle. Select as many documents as you’d like. Then click Next.

Bundle Set-up
This is what the recipient will see when they click on your document bundle. You can edit the Title, Subtitle, Expiration Date, Sticky Note, and Footnote of this page by clicking on the area and editing. You can also change the header color by using the Header Color dropdown in the upper right of the wizard. Your documents will be listed in the white area on the right hand side of the screen. Select Next.

The defaults displayed here are pulled from your PowerShare configuration, which can be changed either manually in each document bundle or in the PowerShare configuration.

Email Bundle
In this step of the PowerShare wizard, you will create the email message that is being sent to the Contact or Lead. The “To” field is automatically populated with the primary email address of the Contact or Lead, then complete the Subject and email body. To insert the link to your document bundle, insert your cursor where you’d like the link to appear, enter a customized message in the Bundle Link Text (if needed), click on “Insert Token”, and a link will be inserted into the body of the email. Once you’ve finished your email, click Next.

Confirm/Send
Now your document bundle is ready to send, if you need to make any changes you can select the Prior button to move back through the wizard’s screens. Once the bundle has been sent, the values in the wizard cannot be changed.

If you’d like to be notified by email every time the document bundle or an individual document is opened, check the Notify Me box. The notification emails are sent from your CRM, you will need email setup to receive notification emails.

If you are ready to send your PowerShare bundle, click Send. If you decide not to send the bundle, simply click the Cancel button.

Bundle Sent
After you click send, you will receive a notification that your PowerShare bundle was sent! You can now close the PowerShare wizard, by clicking on Done.

  • Date Created: March 27, 2015
  • Last Modified: March 27, 2015

Once you’ve finished registering PowerShare, click on the Setup tab. There you will see seven configurable fields. These fields will input default values into the bundle screen when a new PowerShare document bundle is created. If you make changes to the defaults here, don’t forget to Save.

Expiration (Days)
The amount of days the recipient has to view and download the bundle documents before the link expires.

Default Footnote
The text displayed here will automatically default to the footnote section of the document bundle.

Default Sticky-note
This is where you can choose what default message will be displayed on the image of a sticky-note.

Default Subtitle
Here you can choose the default subtitle for document bundles.

Default Link Text
Default Link Text is where you can set what you want the link displayed in emails to say.

Default Email Body
The text that is entered in this field will be the default message on your emails being sent through the PowerShare wizard.

  • Date Created: March 27, 2015
  • Last Modified: March 27, 2015

In order for CRM users that are not system administrators to be able to use PowerShare, they will need to be assigned to one of the PowerShare security roles that are automatically imported into the CRM.

PowerShare User
Every user who would like to have access to PowerShare will need the PowerShare security role assigned to them.

PowerShare Web User
The PowerShare Web User security role is meant to be assigned to a user who does not have the System Administration security role but their CRM login credentials are listed in the PowerShare configuration screen, under the CRM Credentials section.

System Administrators
System Administrators will automatically see PowerShare in their left navigation and be able to use PowerShare without even having the security role assigned.