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What functionality is available to allow clients/contacts to participate in a self help website? RRS feed

  • Question

  • Hi,

    If I were to put up a self-hosted CRM installation, what functionality is available to allow contacts/clients to log into and register themselves in a website and participate in things like Instant Messaging (with an operator/user on the inside), fill out special custom forms, maybe participate in a forum with other contacts/clients, update their profiles, etc?

    Do I need to integrate CRM with another CMS-type solution or even Sharepoint to achieve this?

    Thanks in advance


    Xander

    Wednesday, October 17, 2012 10:29 PM

Answers

All replies

  • Hi,

    Dynamics CRM is not meant as such to work as an IM solution. It can be used with Lync to have a complete "CRM + Communications" solution.

    You will have to have IFD (internet facing deployment) installation for your hosted CRM, so that this CRM can be accessed from outside. You can integrate with SharePoint for document management, but again if you don't need one, no need for SharePoint.

    You can set up your CRM (customise) so that all your customers/clients can interact with each other (as they will be accounts/contacts in your CRM). Instant Messaging can be done through integration with Lync.

    I hope this helps. If my response answered your question, please mark the response as an answer and also vote as helpful.


    Ashish Mahajan, Microsoft Dynamics CRM Solutions Architect, CSG (Melbourne)
    My Personal Website: http://www.ashishmahajan.com
    My Blogs: http://ashishmahajancrm.blogspot.com.au and http://ashishmahajancrm.wordpress.com
    My Youtube Channel: http://www.youtube.com/user/ashishmahajanmscrm

    My Linkedin: View Ashish Mahajan's profile on LinkedIn
    My Twitter: https://twitter.com/#!/ashishmahajan74

    Thursday, October 18, 2012 1:23 AM
  • Hi,

    Thanks for the reply. Am I correct in assuming that with an IFD installation where contacts/clients will log in from the outside that we will require CALs (or a device license) for all those clients? That might not work for us as we have instances where there are 34,000+ clients in one service (not all concurrently on-line of course)!

    Thanks


    Xander

    Thursday, October 18, 2012 1:30 AM
  • Hi,

    You will need CRM 2011 External Connector License.

    Please have a read through:

    http://varghesedanny.com/2011/06/20/crm-2011-external-connector/.

    Also read any Microsoft paper on Dynamics CRM 2011 Licenses. If this doesn't meet your requirements, then I advise to get in touch with Microsoft Dynamics support/product team. Microsoft CRM team is very pro-active and helpful.

    I hope this helps. If my response answered your question, please mark the response as an answer and also vote as helpful.


    Ashish Mahajan, Microsoft Dynamics CRM Solutions Architect, CSG (Melbourne)
    My Personal Website: http://www.ashishmahajan.com
    My Blogs: http://ashishmahajancrm.blogspot.com.au and http://ashishmahajancrm.wordpress.com
    My Youtube Channel: http://www.youtube.com/user/ashishmahajanmscrm

    My Linkedin: View Ashish Mahajan's profile on LinkedIn
    My Twitter: https://twitter.com/#!/ashishmahajan74

    Thursday, October 18, 2012 2:04 AM