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2B Solutions, Inc.

CRM and the Customer Portal – A New Way to Share Data

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One of the greatest features for Microsoft Dynamics CRM is the Customer Portal.  The Customer Portal allows organizations to flow data to and from CRM and an externally-facing website.  It’s a great way for organizations of all types to share and gather information with their constituents.  The Customer Portal is a free packaged solution available through the CRM Marketplace.

One of the more popular and useful features of the Customer Portal is the ability to set up an Events Calendar.  Organizations can create new events in the “Campaigns” section under marketing, and then publish the details to the portal.  People that come to the site can register for the event and have the registration data flow back to CRM.   They can even create an .ics file to add to their local calendar.  On the back end, CRM users will instantly see who is registered for the event.  As always, work flows can be created to automate event confirmation, instructions and reminders.  It’s a very handy tool for organizations that offer training or educational events.  See more in this video from Microsoft.

The Customer Portal gives organizations a new way to communicate with customers or prospects or vendors or employees.  It’s an excellent tool for today’s modern business, and 2B Solutions has set up and customized the Customer Portal for several clients.  We will cover more Customer Portal options in future blog posts.

 

2B Solutions, Inc. specializes in Microsoft Dynamics Customer Relationship Management (CRM), iOS development, and mobile applications that give organizations the ability to respond to their customers and critical events from anywhere.  Dynamics CRM offerings include deployment and customizations for businesses of all sizes in industries of finance, health services, education, retail, distribution, warehousing, and government.  Our custom mobile applications include 2B-Inventory – a complete mobile inventory and store management application for retailers and warehouses.  2B Solutions has also developed mobile applications for mobile sales, asset tracking, and event tracking among others.  2B Solutions is a certified Microsoft Partner with competencies in Microsoft Mobility Solutions, Microsoft Business Solutions, and ISV/Software Solutions.

3 Responses to “CRM and the Customer Portal – A New Way to Share Data”

  1. Thanks for sharing such an informative post

  2. Thanks for sharing a very good article. I have bookmark it.

  3. The portal seems to have a good features in regard to events, as a whole. Using it as a medium for CRM is a good way to ensure regular contact and constant updates, to and from them.

 

 
 
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