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PowerShare

PowerObjects An HCL Company

PowerShare gives you the power to create, send and track documents from within your CRM

If you've ever sent a client a document and wondered whether they received your email or if they ever opened the document you asked them to read, then you will love PowerShare. This Dynamics CRM 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 if they viewed the documents in your bundle. The best part? Everything is done from within Microsoft Dynamics CRM!

Features:

  • 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

Don't Forget To Register Your Add-On!

Once the PowerPack add-on is imported into your CRM, make sure to register it! For instructions on how to register your PowerPack Add-on, check out the FAQ in the Learn More section below.
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