User Guide
User Guide
Table of Contents
How to Access Power-CRM
To Access from Your PC/Laptop:
- 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:
For Tablet Devices:
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
