Microsoft Dynamics CRM Portal Features | BDO Connections 2016
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Microsoft has acquired the portal accelerator, Adxstudio! Join us to understand how quickly you can get up and running with a CRM integrated portal and interact with your customers, members, donors or employees.
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Microsoft Dynamics CRM Portal Features | BDO Connections 2016
- 1. Microsoft Dynamics CRM Portal Features Adxstudio Portals by Microsoft
- 2. Nick Doelman has over 20 years of experience working with Microsoft Business Solution products. Nick’s primary focus has been promoting, implementing and supporting Microsoft Dynamics CRM, working on projects in Canada, the United States, Bermuda and the Caribbean. Nick has been involved in deployments for clients from many different sectors, including high technology, government, distribution, wealth management, reinsurance, telecommunications, professional services, non- profit and associations. Nick has been involved in development a wide range of “xRM” and portal solutions to manage memberships, grants, donations, government reporting, call center, certification, auction houses and training management. Nick Doelman Manager of CRM Solution Development ndoelman@bdo.ca Direct: 613-218-5924 @Readyxrm Introductions
- 3. Overview Objective Provide overview of Microsoft CRM Portals (a.k.a ADX Studio Portals) Agenda • Introductions • Overview • About Portals • Where it Helps • How to Get • Demos! • Questions
- 4. About Microsoft Portals • Microsoft Portals is a Dynamics CRM solution package that allows collection, surfacing and manipulation of CRM data to an externally facing website. • Can be considered a “Content Management System” (CMS) that utilizes Dynamics CRM as the content repository. • Built as an extension to CRM and not a standalone application that integrates with Dynamics CRM. • Formally known as ADX Studio portals and acquired by Microsoft in October 2015.
- 5. Where Portals helps • Method to show information stored in CRM on an external website. • Allows information to be directly collected and maintained by external stakeholders. • Provides ability for business transactions to occur online and immediately be reflected in Dynamics CRM (Online purchases, event registrations, membership sign ups).
- 6. How to Get Portals? • CRM Online Subscription add-on (subscribe via Office365 Admin, hosted by Microsoft) • Legacy Portals (purchased via ADX Studios by Microsoft, self hosted)
- 7. Portal Components Microsoft Dynamics CRM Portals Solution Master Portal (ASP.NET Application)CRM Data
- 8. Questions? Call 613-218-5925 or email ndoelman@bdo.ca Twitter: @readyxrm
Editor's Notes
- Differences between self hosted and Microsoft hosted.
- There are 4 components to a Portals system. Dynamics CRM is the platform, Portals Solution that has all the entities and structure for the portal metadata, the CRM data which stores the portal metadata (web pages, entity lists, entity forms, etc) and the Master Portal with is an ASP.NET application that renders the content (stored in CRM) through various page templates. Note that CRM can be an on-premise or cloud based system and the portals can be on-premise or cloud based. Ideally, the portal application and CRM should be in the same location or have a high speed connection between the two. For Microsoft hosted, you cannot add your own ASP.NET page templates or user controls.