Future Web Portals

Controlling and allowing access to a system is one of the most critical and challenging topics of discussion in businesses today. Rather than sifting through security roles and multiple license types, you can look into web portals as a possible answer to your CRM hopes and dreams. Implementing a portal can help you give the right people access to the right data—without giving them full access to your CRM system. Generally speaking, with a web portal you can do the following:

  • Extend your CRM system- Enable input from sources outside your four walls
  • Allow specific users- Access information themselves when they need it
  • Improved Relationships- Revamp customer and/or partner communication

Overall, Microsoft Dynamics CRM (within the SDK) provides a simplified way to connect CRM and access data with just a single Service account. In years past, when xRM was just emerging, individuals would utilize this Service account to control and administer the operations of this external connection. These pioneers of xRM would also need development skills to craft a .NET web application (i.e. portal) in order to complete the process. Take a look at the chart below to help illustrate the general idea.

Today you can still implement a web portal using the method described above. However, with Microsoft’s recent acquisition of Adxstudios, creating and managing web portals could be a task that no longer requires extensive development skills. Read more about this announcement HERE on our blog. You can accomplish the following with just a few clicks with Adxstudio:

  • Trigger powerful workflows or even delete records, right from your portal
  • Enable portal user self-service by exposing any pre-configured or customized CRM form
  • Increase the security of your web portal by easily configuring record based permissions
  • Deliver real-time CRM data to analysis tools like Microsoft Power BI and Excel

Alta Vista Technology can help with your xRM requirements, contact us and let’s get started!

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