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PowerGlobalSearch
Search across any entity and field instantly. View results in a convenient and configurable reading pane.
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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.

From a single window in Microsoft Dynamics 365, you can search any entity on any field. It’s time to say goodbye to hunting and pecking and hello to saving hours every week by quickly and easily finding exactly what you’re looking for. And with PowerGlobalSearch, you are in complete control because you can instantly view the information in the convenient and configurable reading pane.

Features

  • Ability to search across any entity and field
  • Easily create activities for found records with one click
  • Sort and filter results by status or record type
  • User preferences are saved
  • Best user interface on the market
  • Huge time-saving potential
  • Simple install and subscription processes
  • Ability to see notes in the easily configurable reading pane

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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

Master Import Guide
Updating a PowerPack
PowerGlobalSearch Changelog
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.

  1. To begin the import process navigate to Settings > Solutions in your CRM environment. 
  2. 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.
  3. “Browse” and select the PowerPack solution file that you have previously downloaded to your desktop, once the zip file is populated select “Next”.  
  4. The next screen will verify the details of the solution you are about to import, select “Next” to move on.
  5. 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.
  6. 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. 
  7. 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. 

Learn more about our updated Terms of Use.

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:

  1. Download the latest solution .zip file from the respective PowerPack web page
  2. Log into CRM and navigate to Settings > Solutions
  3. 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.
  4. 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.
  5. Once the clean-up has completed, select Submit to re-sync your registration with the PowerObjects registration system and you are done!
PowerGlobalSearch Changelog

PowerGlobalsearch

PowerGlobalsearch saves users hours of the time when searching for data inside Microsoft Dynamics CRM. PowerGlobalSearch provides greater search capabilities and the ability to configure any entity used as well as the information displayed once the search is complete in our powerful reading pane.

Change log

Version: 2.0.3.0
Date: 4/7/2022

- Welcome screen fix.

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Version: 2.0.1.0
Date: 1/27/2021

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

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Version: 2.0.0.0
Date: 10/5/2020

-Contains deprecated code changes for UCI

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Version: 1.10.0.0
Date: 2.13.2020

-Updated PowerGlobalSearch model driven app with link to PowerObjects Customer Ideas Forum (User Voice).
-Fixed an issue where selecting a record from a row and creating new a new activity was failing to set the regarding record

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Version: 1.8.0.0
Date: 11/26/2019

-Model-Driven App included in V9 solution. This will make it easier to use PowerGlobalSearch 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
-Forms are now enabled in the UCI

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Version: 1.5.3.90 & 1.5.2.2016
Date: 7/23/2019

– Added support tab in PowerGlobalSearch configuration page (PowerGlobalSearch solution/Configuration/Support), which allows users to open a ticket directly from the solution and reduces the amount time for PowerPack pros to troubleshoot the bugs.
-PowerGlobalSearch is now App Aware in the Dynamics 365 online UCI

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Version: 1.5.1.90
Date: 6/24/2019
-Initial release of Dynamics 365 online UCI compatible version

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Version: 1.5.1.2016
Date: 12/28/2018

- Updated to support TLS 1.2

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Version: 1.4.1.2016 & 1.4.1.2013
Date: 07/31/2018

- Updated WebResources NuGet to version 0.0.0.12 for 2016
- Updated Register.js so tab button cycled through fields correctly

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Version: 1.4.0.2016, 1.4.0.2013
Date: 05/25/2018

- Registration screen update, to collect communication preferences and Accept Terms & Conditions (for GDPR compliance)

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Version: 1.3.7.2016, 1.3.4.2013
Date: 02/23/2018

- Updated JQuery and JQuery UI to support the latest and greatest

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Version: 1.3.2.2013
Date: 07/03/2017

- Updated JQuery and JQuery UI to support the latest and greatest

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Version: 1.3.5.2016
Date: 04/26/2016

- Enhanced JQuery and JQuery UI for 2016 solution

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Version: 1.3.3.2016
Date: 02/26/2016

- Improved for use with Dynamics 365

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Version: 1.3.1.2013
Date: 04/27/2015

- Enhanced to allow for user preference/filter caching

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Version: 1.3.0.2013
Date: 12/16/2014

- Small fix: Fixed an issue with invalid license key and configuration special characters

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Version: 1.2.9.2013
Date: 12/12/2014

- Enhanced for CRM 2015 compatibility

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Version: 1.2.8.2013
Date: 12/01/2014

- Bug fix: Fixed an issue with use in Outlook prompting login when opening a record

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Version: 1.2.5.2011
Date: 09/17/2014

- Bug fix: Fixed an issue with showing custom entity icons within the PowerGlobalSearch results grid

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Version: 1.2.7.2013
Date: 09/12/2014

- Bug fix: Force PowerGlobalSearch to render in non-compatibility mode

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Version: 1.2.4.2011
Date: 08/20/2014

- Bug fix: Fixed an issue with the security role

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Version: 1.2.6.2013
Date: 03/10/2014

- Bug fix: Fixed images not displaying in PowerGlobalSearch

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Version: 1.2.5.2013
Date: 12/04/2013

- Updated t0 be IE8 and IE9 compatible

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Version: 1.2.4.2013
Date: 12/04/2013

- Optimized for CRM 2013
- New registration screen and setup

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Version: 1.2.4.2011
Date: 10/04/2013

- Updated to be CRM 2013 compatible

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Version: 1.2.0.1
Date: 08/1/2013

- Added the ability to hide the toolbar below the filter.

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Version: 1.2.0.0
Date: 12/31/2012

- Updated PowerGlobalSearch to support UR12

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Version: 1.0.10.1
Date: 07/24/2012

- Added PowerPack tab and moved PowerGlobalSearch under there as well as the usual Workplace section.

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Version: 1.0.10.0
Date: 06/15/2012

- When PowerGlobalSearch is uploaded, the configuration is now automatically saved when registration information is submitted.

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Version: 1.0.9.0
Date: 05/18/2012

- Can now open records found by PowerGlobalSearch from Outlook, without having to enter your username and password

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Version: 1.0.8.0
Date: 04/10/2012

- Ability to resize windows that are opened from PowerGlobalSearch page
- Added support for filtering by more status types

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Version: 1.0.5.0
Date: 12/12/2011

- Aside from the regarding field, the party field will now be populated as well.

  • Help Desk and L1

    • Flexible Hours
    • L1 Troubleshooting
    • User Assistance Q&A
    • User Onboarding
    • Knowledge Base Maintenance
  • L2, L3, and Administrative

    • L2 and L3 Troubleshooting
    • CRM and AX Administration
    • Data Maintenance and Repair
    • Root Cause Analysis
    • Ticket Reduction Analysis
  • System Maintenance

    • Rollups, Updates, and Upgrades
    • IT Infrastructure Support Team
    • System Troubleshooting
    • Dynamics 365 Optimization
  • Change Requests

    • Release Management
    • Configuration Fixes
    • Code Fixes
    • Integration Fixes
    • Testing
    • Training
    • Deployments
  • Enhancement Requests

    • Roadmap Development
    • New Configurations
    • New Developments
    • New Integrations
    • Testing
    • Training

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.

User Guide

Learn more about using this PowerPack.

View User Guide

Ideas?

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