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Microsoft Power Apps CRM Power-CRM

User Guide

User Guide

Table of Contents

How to Access Power-CRM 

To Access from Your PC/Laptop:

  1. Open an incognito/private browser session:
  • Google Chrome – Windows, Linux, or Chrome OS: Press Ctrl + Shift + n.
  • Mac: Press ⌘ + Shift + n
  • Microsoft Edge – Select the Settings and More icon (three dots in the upper right of the browser), and then New InPrivate window.

 2. Paste the URL for your Power-CRM system into the address bar

To Access from Your Mobile/Tablet:

IMPORTANT – To use Power-CRM from your mobile device (smartphone/tablet), you need to first download our mobile app:

Dynamics 365 (Power-CRM) for phones app:

Download app from the Apple App StoreGet the app on Google Play Download app from Windows Store

For Tablet Devices:

Download app from the Apple App StoreGet the app on Google PlayDownload app from Windows Store

   

Once you download the mobile application, open the app. You will be prompted to enter the URL for the CRM system, to obtain the URL for your Power-CRM system, follow the instructions above to open Power-CRM in a web browser. Once you open Power-CRM in a web browser, the URL for your Power-CRM system is the first part of the URL:

Using Power-CRM on PC/Browser

User Interface/Navigating Power-CRM

Left Hand Navigation

Main navigation to areas of the system

  • Home – The “landing page” each user selects (like a dashboard, account list etc)
  • Recent – Bread crumb trail of records, views etc used in reverse order
  • Pinned – The records/views that are pinned by the user for frequent access
  • Dashboards – Main dashboards
    Activities – Main Activity Management

Main Record Types

  • Account – Prospect or Customer accounts (can also add vendors, suppliers, any type of account records)
  • Contacts – People records, can be associated to accounts or stand-alone
  • Opportunities – Potential sales – sales pipeline & forecast
  • Competitors – Competitor tracking – SWOT, Accounts and
  • Opportunities where the competitor has been identified (for win/loss tracking)
  • Cases – Customer Support/Service tickets
  • Queues – Quesues can be used for grouping records together (activities, cases etc.) for groups of users, departments even for specific accounts. Can associate unique email addresses to queues (support@www.power-crm.net for example) to have records (like cases) created automatically upon received emailSettings Area – Power-CRM System settings
CRM Software Microsoft

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