Announced last March by Microsoft, the Customer Portal solution lets you
Some of these functions should be familiar to CRM users that installed the Portal Integration, eService, and Event Management accelerators, released in Microsoft Dynamics CRM 4.0. Microsoft has taken these accelerators, which are open-source, and packaged them into this new official Dynamics CRM Solution.
Customer Portal still provides the source code (and documentation), which means it can be customized by Microsoft Partners or by ultimate end-users with the right IT resources and Microsoft expertise.
But even out of the box, the Customer Portal should provide enough functionality to users who want to give customers core self-service functions.
The installation for the Customer Portal is straightforward. We found this
To begin, you'll want to seed the CRM knowledgebase with a few articles. Then perhaps set up a few events for the Portal's calendar. This can be done when you create a
The Customer Portal is compatible with both cloud- and premises-based versions of Microsoft Dynamics CRM.
by MIG & Co.,