Extend your Dynamics CRM system

to non-CRM users such as partners, dealers,
customers or external sales staff with a
secure, flexible and powerful CDSLink portal
solution on Microsoft Azure

Extend your CRM

Protect and leverage your existing CRM investment to build strong relationships with partners, customers and suppliers.

Accelerate Business

Speed up your business by including partners, customers and suppliers in your business processes on a single platform.

Optimize with Cloud

Optimize your IT investment with Azure Cloud hosted CDSLink and kick-start your business with no code or infrastructure overhead.

"We use an CDSLink portal for our internal technicians and one for our dealers. We show each portal user exactly what they need to see to do their job. No more calls or emails to sync up. And we love that everyone is working from a single system (our on premise Dynamics CRM)."

Terence WaitesDirector IT, Mimaki USA

"We manage the training of 6000 employees across 200 dealerships using CDSLink portals. Or better said, they manage training themselves! And all that training data resides safely on our Dynamics CRM system."

Hüseyin İlhanSales Training Team Leader, Ford Otosan

Our Clients

Powerful Engagement for your Customers, Partners or Dealers

CDSLink Portals extend your Dynamics CRM to any external party you wish. Customize your portal’s
fields/forms/views using the drag and drop interface you are already accustomed to in CRM.

Easy Setup

Single Platform

Scalable

Flexible

Customizable

Secure

CDS Supported

Accessible

Easy Setup

  • Rapid deployment of CDSLink portals reduces set-up time and lowers implementation cost.
  • Easy to use templates to get your portal up and running quickly

Single Platform

Quick response and improve decision making with integrated and automated portal solution on one single platform for customers, partners and suppliers.

Scalable

  • Quickly setup multiple portals for various roles without any infrastructure overhead.
  • Leverage the power of the Azure Cloud and scale up as needed.

Flexible

  • Your customers get access to self-service capabilities and real-time information
  • You own the portal configuration and can change it as needed.

Customizable

  • Templates are based on out-of-the-box CRM record-types.
  • Pre-defined templates minimize the time and effort required to setup portals for different scenarios.

Secure

  • Role based navigational rights ensure secure access to portals and enables to provide various view of the same portal.
  • All data is encrypted with SSL

CDS Supported

Flexibility to have portal login based on any CRM Entity, built-in or custom entity.

Accessible

  • Cloud hosted CDSLink portals allow your users to securely access the CRM data anytime, anywhere.
  • Portal website adjusts to tablet/mobile sized devices automatically

Pricing

CDSLink has 2 main plans with 2 metrics; Widgets or Pages.

If you need custom plan, just contact us. As the nature of Microsoft Azure platform we have virtually no limit on number of widgets, pages or portals.

Choose Your Plan

  • Total # of Widgets
    Widgets are; form, view, calculated field, calendar, custom HTML
  • Total # of Pages
    Portal page is any unique page on navigation. It can have 1 or multiple widgets.
  • Microsoft Azure Hosted
    Web UI are hosted on Azure as an WebApp service. It scales up based on requests on it. Even Azure is backing up it's services we are giving %99.99 connectivity by defining your portal on other regions.
  • Secure SSL Access
    xRMLink service layer is running on Virtual Machines of Azure in order to maintaing their IP addresses. As long as you give an access to hostname/ip addresses we are connecting your Dynamics CRM web service through SSL layer.
  • Support
    Basic Technical Support Plan covers everything about your "how-to" questions during weekdays and weekhours. This support plan is available via e-mail only.
  • *Support Tickets
  • Onboarding Service
    This service starts with a discovery, filling up an questionarre and implementing portal based on your needs. Afterall a training will be given to you to handle your own work.

Standard

$695per month
  • 10 Widgets
  • 10 Pages
  • 1 Ticket
  • 2995 USD
    This service covers 3 man/days

Professional

$995per month
  • 50 Widgets
  • 50 Pages
  • 3 Tickets
  • 6995 USD
    This service will include 7 man/days

Enterprise

Contact Us
  • Custom
  • Custom
  • Custom
  • 995 USD /day
    After discovery we'll figure out what you need
Support Tickets

CDSLink Support tickets give you access to our support team to assist you with your portal configuration.  After going live with your initial portal navigation, our support team is there to help you get the most out of your CDSLink portal.  You can add more navigation/pages/widgets as your business demands.

Onboarding Service

Standart Support

E-mail Support

You can send us as many questions as you can. We are ready to help you how to build or maintain your portal effectively.

Premium Support

This support is based on ticket.

Phone Support

You can send us as many questions as you can. We are ready to help you how to build or maintain your portal effectively.

Remote Support

If you want us to show how we did we can hook up your computer and help on your question.

Customers

Since 1998, Genbil Software has been developing native Microsoft Dynamics CRM solutions starting with version 1.0

The customers shown below are just some of the ones that are currently benefiting CDSLink Portals for their different processes such as Training Management, Applicant Tracking, and Contact Management. 

Please feel free to contact us if you need to learn more about our experiences.

About

Who We Are?

CDSLink is a brand of Genbil Software, a Dynamics CRM Silver Partner implementing CRM since version 1.0.

Genbil’s management team has a combined 40 years of experience implementing successful CRM projects including a few Fortune 500 companies.  Our technical team has deep CRM, .NET and Integration experience and service team is customer focused.

  • Eugene is managing partner of Genbil Software’s North American operations. He has undergraduate degrees in Computer Science, International Studies and an MBA. He’s a Microsoft Certified Professional and Certified Trainer of Dynamics CRM. Eugene enjoys architecting wonderfully simple to use CRM solutions. In his free time he bikes, hikes and plays tennis with his family in Portland, Oregon.
  • Hakan is the co-founder and managing partner of Genbil Software. After graduating with a degree in Economics, he began designing HR software, and has over the years delivered successful implementations to Ford, KPMG and Hyatt. Hakan has also deep knowledge of e-Learning technologies and the Dynamics CRM platform. Hakan is married with two young children and enjoys soccer and beatboxing.
  • Ozgur is Chief Architect of Genbil Software. He has an undergraduate degree in Computer Science and a PhD in Human Factors. He has developed on the Dynamics CRM platform since 2005 and came to Genbil from Microsoft where is was CRM Architect for EMEA region. Ozgur doesn’t have free time nor does he want any. He’s happy spending day and night designing spectacular HR solutions!

Eugene Brownell

Managing Partner

Eugene is managing partner of Genbil Software’s North American operations. He has undergraduate degrees in Computer Science, International Studies and an MBA. He’s a Microsoft Certified Professional and Certified Trainer of Dynamics CRM. Eugene enjoys architecting wonderfully simple to use CRM solutions. In his free time he bikes, hikes and plays tennis with his family in Portland, Oregon.

Hakan Parlak

Managing Partner

Hakan is the co-founder and managing partner of Genbil Software. After graduating with a degree in Economics, he began designing HR software, and has over the years delivered successful implementations to Ford, KPMG and Hyatt. Hakan has also deep knowledge of e-Learning technologies and the Dynamics CRM platform. Hakan is married with two young children and enjoys soccer and beatboxing.

Dr. M.Özgür Genç

Managing Partner

Ozgur is Chief Architect of Genbil Software. He has an undergraduate degree in Computer Science and a PhD in Human Factors. He has developed on the Dynamics CRM platform since 2005 and came to Genbil from Microsoft where is was CRM Architect for EMEA region. Ozgur doesn’t have free time nor does he want any. He’s happy spending day and night designing spectacular HR solutions!

Where We Are?

We are located in the North American and European markets. Our R&D team is located in Istanbul, Turkey and our sales and support team are in downtown Portland, Oregon.

What We Do?

We have several ISV solutions built for Dynamics CRM as well as an experienced consultancy practice.

  • Human Resources Solutions for Dynamics CRM

  • Microsoft Cloud Partner for Azure and Office 365

  • AutoMerge – Deduplication Solution for Dynamics CRM

  • Microsoft Dynamics CRM Consultancy and Development

Faq

Think of a portal as a flexible way to extend your CRM to non-CRM users in a secure, tightly-controlled way. You decide who sees what portal navigation and records based on their portal-user record in CRM (a portal-user can be set up as a contact or any other built-in or custom entity)

CDSLink works with Dynamics CRM v2011, v2013, v2015, v2016. On-premise, Online or Partner-hosted. On-premise deployments must either have Internet-facing configured or minimally allow secure SSL connections from our Azure based range of IP addresses.

For every Plan level, our onboarding service includesn

    • A discovery session with your team to understand your specific needs such as which CRM entities you wish to extend to your portal and how you want them displayed.
    • Develop custom portal roles to control who is able to do and see what within your portal.
    • Importing one of our CDSLink portal template managed solutions into your CRM.
    • Training your team on how CDSLink works and what to expect.
    • Create a custom invitation process to invite users to your Portal.
    • Go live with your own branded portal under your domain name.

Yes! We can give you access to one of our template portals which connects to a sample CRM configured with sample data.

One of a couple ways:

    • You can add portal users to your CRM (which ever entity that may be) with just enough information to facilitate an automated outgoing invitation email that prompts them to log in and fill out the rest of their profile.
    • Or if there is a portal admin already designated with your external partner (thus already using the portal), they can add new users.

n

In 3 places actually. Our design minimizes the footprint on your CRM system.The portal web application as seen by your portal-users runs in Microsoft Azure.The portal configuration which you have access to modify runs on a custom Dynamics CRM Online instance. This is the portal definition with records describing portal-roles, navigation options, pages, widgets and so on.The data displayed in the portal comes directly from your CRM instance. There is no middle tier.

    • The definitions of the entity forms and views (grids) displayed in the portal also come from your CRM so you can modify them as you are accustomed to already, within the CRM solution framework.

Short answer is “Whatever your business model demands.”n

    • We can set up your portal as a B2B model where your external party is a company (group, team, etc…) with many users, each having a subset of roles (i.e. sales, service, admin) and thereby a subset of portal navigation options. The B2B model allows that external company to share records to the extent you define allowing collaboration with each other and you.
    • Or we can set up your portal as a B2C model where your external party is an individual and has their own login and related records.

Yes! We offer email support 24×7. We also offer Phone and Online Remote Assistance support based on tickets which are included at each subscription level. We also have a knowledge base and online ticketing

We train you as part of your Onboarding phase. And will record the training for future use. We also have general training documentation with annotated step-by-step instructions on how to configure anything in the portal.

You can request a Demo Here or inquire about a specific subscription level on our pricing page here: https://cds.link/pricing/ We will follow up with you and schedule a meeting with our solutions team.

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Contact Us

Genbil Software Turkey Office

Adress: Umut Sok. AND Plaza No:10-12 Kozyatağı, Ataşehir, İstanbul
Phone: +90 (216) 474 70 92
Email: info@genbil.com

Genbil Software LLC North America

Adress: 220 NW 8th Ave, Portland, OR 97209
Phone: (503) 914-6304
Email: info@genbil.com

If you would like more information about Genbil Software and Solutions please contact us via form below.