Features

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

Want to contact us? We’d love to hear from you.