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CRM portal capabilities
Lakshmisha ShettyVivek Shah
Agenda• What's New in CRM Portals • Benefits of using Dynamics CRM portals• Feature of pre-configured Portals • Comparison between ADX on-prem Portal and CRM Portal• Setup and Configure trial Portals• HelpDesk Demo
What’s new for Portal in CRM• Integration to Dynamics CRM• Default Portal Design• Knowledge Management• Self-Service Portal• Community Portal• Employee Self-Service Portal• Partner Portal
Language Availability for Portal Add-On
Basque Greek RomanianBulgarian Hindi RussianCatalan Hungarian Serbian (Cyrillic)Croatian Indonesian Serbian (Latin)Czech Italian SlovakDanish Kazakh SlovenianDutch Latvian SpanishEnglish Lithuanian SwedishEstonian Malay ThaiFinnish Norwegian TurkishFrench Polish UkrainianGalician Portuguese (Br) VietnameseGerman Portuguese (Ptg)
ArabicChinese Hebrew
Japanese
Korean
Spring 2016 Wave Future Release
Benefits of using Dynamics CRM portals
Pre-configured CRM Portals• Customer self-service portal• Support• Discussion Forums• Entitlement & SLAs• Feedback
Pre-configured CRM Portal• Community portal• Forums• Blogs• Ideas• Help Desk
• Features available in on-prem ADX portals and NOT in CRM portals:• Events & Conference Management (Manage events of any size with registrations,
payments, logistics, scheduling, & more for speakers, sponsors & attendees)• Issues
Pre-configured CRM Portals• Employee Self service portal• The Employee Self-Service Portal is setup by default to use your Office 365
Active Directory authentication instead of the standard local CRM Contact authentication for portal sign in.• This allows for all your existing Office 365 users easy access to internal Help
Desk, Knowledge Articles, and Forums without needing direct access to the CRM system.
Pre-configured CRM Portal• Partner portal• The Partner Portal has undergone an overhaul to make use of all the out of
box features like Entity Lists, Entity Forms, and Entity Permissions.• One of the new pieces of functionality that can be found within CRM Portals
and is utilized in the Partner Portal is a new sub grid metadata configuration type of “Timeline”.• This configuration type allows for entity record related activities to be shown
as part of the form. This can include activity types that are related to the signed in CRM contact as you can see in the screenshot below.
Pre-configured CRM Portal
Difference between CRM portals and On-prem ADX portals
Feature On-prem ADX portal (ver. 7.x) CRM portalsCode Access Yes NoProfile Management -> Custom Authentication
Yes No
Pre-configured Portals Customer portalPartner portalE-commerce portalGovernment PortalCommunity portalCompany portal
Customer portalPartner portalEmployee Self Service portalCommunity portal
Deployment Choice Yes No (It is SaaS based)Parature integration Yes No
Ms Dynamics CRM compatibility 2013/201520162016 online spring wave
2016 online spring wave
Setup and Configure trial Portals• Step 1: Request for a trial Account by clicking following link.
https://crmmanagedtrials.dynamics.com/
• Step 2: Once the Request is Approved you will get an Email with Activation Link.
• Step 3: Using this link either you can associate your existing CRM 2016 environment or you can create new Trial CRM environment using following steps:
Setup and Configure trial Portals(cont.)a) Login to Office 365 Portal pageb) Then click on “Admin Center CRM “
Setup and Configure trial Portals(cont.)c) In CRM Online Administration Center, Click on “Application” d) And then Click on “Manage” Button
e) It will take you to the “Portal Detail Page” where you have to fill in all the required details and Submit. f) It will take some time [around 30 Mins] to setup Everything.
Help Desk Demo
