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customer facing applications out of crm 2011 RRS feed

  • Question

  • Hi together,

     

    we are using crm 2011 in an on premise basis. What I would like to know is, if it is possible to provide customer self services that we develop as a solution in the crm.

    The idea would be as following:

    A customer of ours can see his customer data, modify certain attributes, add contact persons, etc. via the solution. Further he can see current invoices, have charts generated, etc.

    All other areas would disabled that are normally available in the crm.

    Thanks

     

    Wolf


    • Edited by whdde Saturday, October 29, 2011 10:03 AM
    Saturday, October 29, 2011 10:03 AM

Answers

All replies

  • Are you thinking of giving your customer access to inhouse CRM? I would this is possible but what about licenses for all the customer and creating all those customers as users in the system.

    I would say use portal, where all the customers have their own user name password but they don.t sit as user in CRM. They use one user that impersonate to connect to the system.

    There is portal sample in SDK.

    I hope this helps.

     


    Amreek Singh Senior CRM Consultant CDC Praxa Sydney, Australia http://mscrmshop.blogspot.com http://crm2011usersettings.codeplex.com
    • Proposed as answer by Amreek Singh Saturday, October 29, 2011 10:54 AM
    • Edited by Amreek Singh Monday, October 31, 2011 10:45 PM
    Saturday, October 29, 2011 10:53 AM
  • Hi Amreek,

    Thank you very much. Can you provide me with an example of the SDK, or should we rather use an internet facing sharepoint here?

    Wolf

    Saturday, October 29, 2011 11:37 AM
  • Here is the link to the crm portal accelarator

    http://blogs.msdn.com/b/crm/archive/2011/03/08/announcing-the-customer-and-partner-relationship-management-portals.aspx

    Upto you mate, if you want to use sharepoint, I would say go for it.

    I did not try this portal accelarator in crm2011, in crm 4.0 these portal sample code was based arount web parts, I would say that will be good start to convert those web parts into sharepoint webparts. Also have look at this to get a better understanding of form authentication and membership providers.

    Good luck.

    I hope this helps.


    Amreek Singh Senior CRM Consultant CDC Praxa Sydney, Australia http://mscrmshop.blogspot.com http://crm2011usersettings.codeplex.com
    • Proposed as answer by Amreek Singh Saturday, October 29, 2011 12:17 PM
    • Marked as answer by whdde Monday, October 31, 2011 3:15 PM
    Saturday, October 29, 2011 12:17 PM