Portal Features

If you already have customer information in Dynamics CRM or Dynamics 365 - you can quickly and securely provide your customers with access through a web portal.

Instead of having customers call or email for updates on a specific matter, enable your customers to create an online account and update Support Ticket or Case Information themselves, update billing or contact information immediately, or see the real-time status of a warranty claim.

Absolutely anything you've created in Dynamics CRM (on-premise or in the cloud) including any custom entities can now be securely offered to your customers for real-time communications and updates.

Online Forms

• Easy to use system that guides you through building online forms.
• Build simple, detailed or complex forms.
• Any field in CRM can be added to a Portal form.
• Individual fields can be secured as locked, visible or editable.
• Incorporate your existing website branding and design into your Forms.
• Extensive flexibility to change the layout of forms and pages on the Portal.
• Form fields can be defined as required or optional for data entry.
• The forms and data collection will continue to function even if your Dynamics CRM system is temporarily unavailable.

Configuration Options

• The Portal will work with and connect to all forms of Dynamics CRM installations.
• Even if your Dynamics CRM system is not accessible to the Internet, our technology will allow the Portal to interact securely.
• It takes only one check box in Dynamics CRM to add a new user to the Portal.
• You have the ability to allow new users to register for your portal and automatically be granted access.
• You control which elements of Dynamics CRM are accessible in the Portal, even custom elements.

Data Management

• Display small or large amounts of Dynamics CRM data on a single Portal page.
• Manage the data with an intuitive easy to use Excel-like grid.
• Sort, filter and export the data from within the Portal.
• Adaptable security to control who can add, edit and delete data.
• Able to display multiple layers of data within a single portal page.  

Business Processes

• Business rules and processes in CRM will be respected in the Portal.
• Submitted data can trigger more complex business processes and workflows, even integrate with other business systems.
• You control the level of access and approval processes for adding new Portal users.
• Auditing allows you to see who changed what data, when.
• Data flows between the Portal and Dynamics CRM in real time or in batches depending on your preference.

Ecommerce Integration

• A complete set of Ecommerce tools allowing you to be up and running in minutes.
• Synchronizes Dynamics CRM Products and price lists with your online store.
• Real-time creation of Orders and Invoices in Dynamics CRM.