Customer PortalWe Host

 

Self-service portal for Microsoft Dynamics CRM 2011/13

Engage and Collaborate with customers, on self-service portal, that respond to customer requests.

  • Create, Read or update records in Dynamics CRM database
  • Off the shelf modules or custom design solutions

  • Out-of-the-box CRM entities or any customized entity

  • Unlimited number of customised views

  • Secured access with privilege to read, create or update records in CRM

 

DNN2CRM modules are licensed per CRM Organization, exceptthe LeadCreate module which is provided free of charge.  Click here to get started with free 30-daytrial of the full product with no obligation and free technical support withDotNetNuke and DNN2CRM modules.

    

Free Module

Create New leads in CRM 2011 from inquiries posted via Customer Portal.LeadCreate module is provided free of charge - no time restriction or limited functionality.
Try IT Now- Free Download

Why Dot.Net.Nuke (DNN)?

DotNetNuke offers a modular system to build websites, it is very easy to change the appearance or functionality of your web site by adding or changing pluggable DotNetNuke modules and skins.
This website is designed with the free DotNetNuke Community Edition (Click here to download).
DotNetNuke is very easy to use. Non-technical content contributors can learn to add and maintain web pages in minutes and make changes to the site with no IT support.

 

We Develop and Host 

We install, configure, maintain and host self-service customer portals for US$48 per month (on six-month prepaid plan).

We also develop DNN2CRM modules per your specifications and your budget.

Read More…

DNN2CRM modules

Module Name

Functionality

Portal Optimized

Mobile Phone Optimized

Portal Type

LeadCreate

Create Lead record in CRM (Free of charge)

Y

Y

Customer Portal

CaseCreate

Create new case record in CRM

Y

Y

Customer Portal

CaseView

Retrieve records of cases from CRM

Y

Y

Customer Portal

InvoiceView

Retrieve records of invoices  from CRM

Y

 

Customer Portal

CaseActivitiesView

Retrieve records of cases and their related activities

Y

 

Customer Portal

InvoiceCaseView

Retrieve records of cases related to a CRM invoice

Y

 

Customer Portal

SalesLiteratureDownload

Provide customers download functionality of documents stored in CRM

Y

 

Customer Portal

ArticlesView

Provide customers with knowledgebase articles created in CRM

Y

 

Customer Portal

Welcome

Greet customer with formatted welcome message & update the contact record with number of portal visits and last login date

Y

 

Customer Portal

Survey

Provide customers with survey questioner designed in CRM

Y

 

Customer Portal

Activities

Provide employee with today’s activities assigned in CRM

 

Y

Employee Portal

ActivitiesPro

Same as Activities plus the feature to upload customer’s sign off signature

 

Y

Employee Portal

DeviceView

View records of managed devices in CRM

Y

 

Customer Portal

PointsPoolView

View statement of prepaid hours managed in CRM

Y

 

Customer Portal

ServiceRatesView

View customers rates for IT services

Y

 

Customer Portal