Sign in
Microsoft.com
 
Microsoft
 
 
 

locked
Partner portal for CRM 4.0 RRS feed

 > 

  • Question

  • Question
    Sign in to vote
    0
    Sign in to vote

    We have about 20 distributors that we want to allow them to access our CRM 4.0 via the internet and each distributor can only see their customers. Each distributor can add/edit their customer data and enter in sales forecasts/quotes for only their customers only.

    Can CRM 4.0 do this?

    Thanks

    Friday, February 5, 2010 9:53 PM

Answers

  • Question
    Sign in to vote
    0
    Sign in to vote
    Hi,

    Yes it can be done.

    Create a Business Unit (you might call it Distributors).
    Create a Security Role who is setup exactly as you want it to be (only vies user owned this and that, in their own business unit)
    Assign the Security Role to each Distributors.
    Henrik Jensen Instructor / Consultant MCP, MCAD, MCSD, MCTS, MCPD, MCITP, MBSS, MBSP, MCT www.crmblog.dk (Danish only)
    • Marked as answer by michaell1999 Wednesday, February 17, 2010 7:23 PM
    Friday, February 5, 2010 10:22 PM

All replies

  • Question
    Sign in to vote
    0
    Sign in to vote
    Hi,

    Yes it can be done.

    Create a Business Unit (you might call it Distributors).
    Create a Security Role who is setup exactly as you want it to be (only vies user owned this and that, in their own business unit)
    Assign the Security Role to each Distributors.
    Henrik Jensen Instructor / Consultant MCP, MCAD, MCSD, MCTS, MCPD, MCITP, MBSS, MBSP, MCT www.crmblog.dk (Danish only)
    • Marked as answer by michaell1999 Wednesday, February 17, 2010 7:23 PM
    Friday, February 5, 2010 10:22 PM
  • Question
    Sign in to vote
    0
    Sign in to vote
    This is the basic use case scenario for business units. Create a Business Unit for each of your distributors and set entity privileges to the security roles they will be using. Be careful to to set any entity to organization scope. In organization scope all records from all business units are seen to the user.
    Dejan Dular

    Microsoft Certified Business Management Solutions Specialist
    • Proposed as answer by Dejan Dular Saturday, February 6, 2010 1:57 PM
    Saturday, February 6, 2010 1:57 PM
  • Question
    Sign in to vote
    0
    Sign in to vote
    Hi,

    "we want to allow them to access our CRM 4.0 via the internet "

    To accomplish the above, you will need to purchase an external connector license from Microsoft.  You can leverage the EService Accelerator on Code Plex and then customize it to suit the requirements you have or you can use the CRM SDK to extend CRM to the distributors. 

    You can leverage business units if you want or you can simply make each distributor an owner of their Account records and give them read / write access through the security role to only records they own.  This should prevent them from seeing other records in the database.
    Best Regards | Twitter: edwardsdna
    Saturday, February 6, 2010 3:07 PM
  • Question
    Sign in to vote
    0
    Sign in to vote
    Michael,

    Let me expand on what Donna posted.

    There is an accelerator specifically designed as a starting point for what you want to accomplish.

    It is Partner Relationship Management. http://crmaccelerators.codeplex.com/Release/ProjectReleases.aspx?ReleaseId=29990

    The Partner Relationship Management (PRM) Accelerator allows businesses to use Microsoft Dynamics CRM to distribute sales leads and centrally manage sales opportunities across channel partners. It provides pre-built extensions to the Microsoft Dynamics CRM sales force automation functionality, including new data entities, workflow and reports. Using the PRM Accelerator, companies can jointly manage sales processes with their channel partners through a centralized Web portal, as well as extend this integration to automate additional business processes.

    The accelerator installation package contains all source code, customizations, reports, workflows, assemblies, documentation and installation videos.
     
    Jerry http://www.crminnovation.com
    Saturday, February 6, 2010 6:28 PM
  • Question
    Sign in to vote
    0
    Sign in to vote

    Does anyone know how to create your customers login information? 

    Friday, March 26, 2010 1:19 PM
  • Question
    Sign in to vote
    0
    Sign in to vote
    Found my answer. 

    The portal uses the ASP.NET membership provider (http://msdn.microsoft.com/en-us/library/ms998347.aspx) – it handles encryption/account management etc. Web portal customers are invited to be a web user, there is no mechanism to sign up independently. The invitation process is triggered via workflow when the Microsoft Dynamics CRM contact’s eservice access level field is set accordingly.

     

    Friday, March 26, 2010 1:55 PM