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Customize Partner Portal and Customer Portal in CRM 2011

Proposed Customize Partner Portal and Customer Portal in CRM 2011

  • Friday, November 11, 2011 5:22 PM
     
     
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    Hello there!

    Is it possible to customize and extend the code of the Partner Relationship Management Portal and Customer Portal? Can I create new pages, new functionalities and use new entities?Is it dificult?

    Thanks in advance!

    []'s Juliano Bassetto - [MCT/MCP/MCITP/MCTS] - Semper Fi! Carry On!
     

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  • Friday, November 11, 2011 6:34 PM
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    Hi Juliano,

    Yes it is possible to extend both the portals. The CRM SDK provides documentation and samples that you can leverage: http://www.microsoft.com/download/en/details.aspx?id=24004.

    - Palak

     
  • Wednesday, November 16, 2011 3:13 PM
     
     
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    But can I change the source code from the both Portals and recompile to use it, according to my requirements?
    []'s Juliano Bassetto - [MCT/MCP/MCITP/MCTS] - Semper Fi! Carry On!
     
  • Wednesday, November 16, 2011 6:21 PM
     
     
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    Anyone?
    []'s Juliano Bassetto - [MCT/MCP/MCITP/MCTS] - Semper Fi! Carry On!
     
  • Friday, November 18, 2011 10:32 PM
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    Yes you should be able to. All the code is available to you as part of the portal package.
     
  • Monday, November 28, 2011 12:22 AM
     
     
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    Hello there can anyone please help.

    I have create a new page name task, and I want all the task associated with that contact displayed on that page, is there a help on how I could do that?

    I tried to check and it seems I have to add a taskAccess entity as well?

    How about this part of the code what does this mean?

    ActivitiesList.ColumnsGenerator = new CrmSavedQueryColumnsGenerator("Cases Web View");

    where was Cases Web View called?

    Thanks

     
  • Monday, January 23, 2012 2:18 PM
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    I would highly recommend examining all of the code in the portals to see the programatic extensibility. As for task access, you can add an entity if you like. Tht would mean that you could configure task security on a contact-by-contac basis.  The CrmSavedQueryColumnsGenerator class will generate columns for a gridview based on the columns in a saved query name.  In this case (no pun intended), you can view the columns in the view in CRM on the incident/case entity.
    Shan McArthur www.shanmcarthur.net Check out the commercial edition of xRM portals @ www.adxstudio.com