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MIG & Co.

Customer Portal Brings Self-Service to Microsoft Dynamics CRM

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Announced last March by Microsoft, the Customer Portal solution lets you engage more deeply with your customers by allowing them access to Dynamics CRM functions over the web. So what can your customers do with the Microsoft Dynamics CRM Customer Portal? For starters, they are empowered to schedule service, view an event calendar, and search a self-help knowledgebase.

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 resource in this Microsoft forum to be especially helpful for system administrators.

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 Campaign event in Dynamics CRM. Make sure to mark the registration as open, and check the “publish to web” and “featured event” boxes. That's it.

The Customer Portal is compatible with both cloud- and premises-based versions of Microsoft Dynamics CRM.

MIG & Co. – MIG is a Professional Consulting Firm that specializes in the implementation of business management software solutions including Customer Relationship Management. We automate business processes to ensure our customers work efficiently. MIG & Co. is a New York City based Microsoft Dynamics Gold Partner, primarily serving New York, New Jersey, and Connecticut.

by MIG & Co., New York Microsoft Dynamics CRM Partner

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