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Microsoft Dynamics 365 & Dynamics CRM experts provide reviews and opinions to aid professionals with the Dynamics 365 selection process.

 
 

Posts Tagged ‘Customer Portal for Dynamics CRM’

Shopping Cart for Dynamics CRM Portal with Payment Gateway

Offer products and services from any CRM entity for your clients to purchase from CRM Portal using Dynamics Shopping Cart module. Add items to basket, and proceed to Checkout for payment. Solution includes: CRM Shopping Cart Configuration Wizard (FREE) – Step by step Wizard to configure Dynamics CRM portal to display products or services as […]

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Install Customer Portal for Dynamics CRM – in Minutes!

When deciding on which Customer Portal for Dynamics CRM best suits your business, naturally you select the one that is easy to install and connect to your CRM Server, which is the one that allows you to evaluate the portal in the environment in which you work; and how easy it is to customize the […]

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Looking for Customer Portal for Microsoft Dynamics CRM?

Complete Dynamics CRM Customer self-Service Portal Provide clients with a self-service customer portal to submit new cases, view the status and progress of cases managed in CRM, view orders and invoices, read knowledge-base articles and more. Host anywhere Dynamics Portal can be hosted on Azure or Microsoft Windows server with IIS. Easy to deploy and […]

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Keep Client Contact Info in Microsoft CRM or ERP?

In theory, a company should rid itself of all “silos” of client information, and have everything stored in one central spot. Unfortunately, that isn’t always possible. Sales and customer service will be using one set of tools while accounting is using another, meaning client information is often stored in at least those two spots. Add […]

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Are You IT MSP? – Read How to Improve the Way IT Managed Service Providers Manage Incidents (Cases) with Dynamics CRM?

Dynamics CRM’s Service module and more specifically the Case entity, is a great tool for managing incidents. But when it comes to IT Managed Service Providers (MSP), managing incidents is a complex process; the Case entity of CRM out-of-the-box does not provide the necessary functionality required by IT Managed Service Providers. Q-Service is a solution […]

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Customer Self-Service Portal for Microsoft Dynamics CRM 2011

We are all familiar with the customer self-service portal, offered by Microsoft, which connects to Dynamics CRM 2011. Another method commonly used by developers is SharePoint based portals that connect to CRM.  In this blog post, we offer a different approach to building a customer portal. We suggest that customer portals built on DotNetNuke technology, […]

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

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 […]

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Customer Portal Brings Self-Service to Microsoft Dynamics CRM

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 […]

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