Where does the Portal live?

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.
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