The Navigation section describes how to navigate the PowerWorker Engage solution.
Compatible browsers
The PowerWorker Engage solution provides an optimal user experience with the latest version of the following browsers:
Microsoft Edge
Chrome
Firefox
Search options
There are two ways to search records within PowerWorker Engage:
Quick Find: Single-entity or multi-entity; multi-entity is also referred to as a categorised search.
Advanced Find: It enables you to search for rows and create personalised views in PowerWorker Engage.
Navigation bar
The menu along the top of the screen is the navigation bar. This configurable menu is the primary navigational structure for solutions. The navigation options on the navigation bar can be modified according to the organisation's needs. The bar also reflects the PowerWorker Engage security roles assigned to the person who is using it.
From the navigation bar, you can switch between available apps and use solution-level tools such as Quick Creation, Advanced Find, and Relevance Search.
Navigation pane
The menu along the left side of the PowerWorker Engage user interface is the navigation pane. It's organised into sections that reflect the PowerWorker Engage area you are in. Select an area from the Change area menu at the bottom of the navigation pane to see relevant sections for that area. The items in the navigation pane also reflect the PowerWorker Engage security roles assigned to the person who’s using it.
1. The area you are in. Select to open the Change area menu and choose a different area.
2. Options at the top of the navigation pane are visible in all areas by default.
3. The Workplace section is visible by default for most areas.
4. Other sections reflect the area you are in. Some sections apply to multiple areas.
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Action pane
The horizontal menu just below the navigation bar is the Action Pane. The Action Pane allows you to control and utilise solution features for the section and records you're working with. These features include saving, deleting, sharing, and making templates.
The Action Pane is configurable, so you can modify the action options. The available options also reflect the section or record that's open and the PowerWorker Engage security role assigned to the person who's working on it.
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Change area menu
The Change area menu is in the lower-left corner of PowerWorker Engage, at the bottom of the navigation pane. When you select an area, the sections in the navigation pane change accordingly.
Area | Description |
Development | Shows navigation pane sections to work with relationships, prospecting, and gifts. |
Fundraising | Shows navigation pane sections for working with relationships and managing campaigns and marketing lists. |
Gifts | Shows navigation pane sections to work with numerous aspects of gift management. |
Events | Shows navigation pane sections to set up and manage events and complete event transactions. |
Reports | Shows navigation pane sections to work with dashboards, activities, goals and goal metrics, and rollup queries. |
Configuration | Shows navigation pane sections for configuring various record types and fields. These configurations let you control what's required and default values for the records, so you can customise features and functionality. |
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Workplace
The Workplace provides built-in Dynamics 365 dashboards and activities to help you plan, track, and organise all communications. It's available in the navigation pane.
Dashboards
The PowerWorker Engage solution includes three built-in Dynamics 365 dashboards:
Development Overview dashboard
Event Overview dashboard
Fundraising Overview dashboard
Activities
The PowerWorker Engage solution includes Dynamics 365 Sales activity tracking. Activities help you plan, track, and organise all communications. For example, when you're working with contacts and accounts, activities can help you track:
Taking notes
Sending emails
Making phone calls
Setting up appointments
Assigning tasks
Dynamics 365 Sales automatically timestamps every activity and records who created it. You can review this history of activities in List, Calendar, or Kanban view while working with a contact or account.
To get the most out of PowerWorker Engage, use activities to track every email, phone call, task, and appointment. Using activities helps ensure every contact and account history is complete.
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Application walkthrough videos
This short video provides a walkthrough of the area navigation within the PowerWorker Engage application. It shows how users can easily access different sections of the app, such as Development, Fundraising, Gifts, Events, and more. It's a quick and helpful way to get familiar with the layout and start using the app with confidence.