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

1. • 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.

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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.