Dynamics CRM Customer self-Service Portal for $950
Provide clients with self-service customer portal to submit new cases, view the status and progress of cases managed in CRM, view orders and invoices, read knowledgebase articles and more.
Dynamics Portal can be hosted on Azure or Microsoft Windows server with IIS. Easy to deploy and maintain. The solution includes the portal as Visual Studio 2012 project (source and published) and the CRM solution.
Point the portal to Dynamics CRM on premise or on-line and provide the credentials of a CRM user. Upload to a Windows Server or host it on Azure and the portal is ready to go.
Onetime payment, no subscription or other recurring costs
At the core of Dynamics Portal is a Dynamics_Portal.dll file that “communicates” with Dynamics CRM by retrieving or storing data in CRM database. Dynamics_Portal.dll is licensed per CRM Organization, and includes free lifetime Email support. The portal is provided as Microsoft Visual Studio 2012 solution which can be used as is or as a framework to design your own unique customer self-service portal
Dynamics Portal has two main sections:
Public Web Pages – web pages that displays data from CRM that is not private, like knowledgebase articles and sales literature. The public web page has a login module and a form to register to access the private web pages, which creates new Lead record if the login user is not an existing contact or lead in CRM
Private Web Pages – these pages require login with Email address and password which is matched with the contact’s email address and password stored in the contact record in CRM. The contact record stores the privilege of the person to view the different modules and the rights to create or modify records in CRM.
Portal users can trigger Portal Logs Workflows in CRM. Certain actions performed via portal, such as request for password reminder or request for copy of invoice create records of Portal Logs entity in CRM, which triggers workflows to send password reminder or copy of invoice.