Why do you need a CRM Portal?
Business Case 1 - Reduce the license cost (where the portal user is the CRM user)
Obviously, in such scenario, you will have to balance the ROI(Return On Investment) of building a CRM Portal and the license cost.
Refer to Microsoft Dynamics CRM 2011 pricing and licensing guide for a complete list of use rights.
Business Case 2 - Interactive with business relations (where the portal user is not the CRM user, but map to another CRM entity, i.e. Account, Contact etc.)
- Creating/Updating their own data in CRM, like personal profile, support case etc.
- Booking/Amending a service appointment with available resources/facilities.
- Making/Managing online orders, manage invoice etc.
- Your customer login to the CRM portal, select a few products and make an order.
- Your CRM user will see a new order has been created in CRM (via Portal) by one of your customers (also in CRM).
- The CRM user can fulfill the order and create an invoice in CRM;
- The customer will see the order status changed to "Fulfiled" and the invoice for that order.
Business Case 3 - Interactive with the public (where the portal user is anonymous Internet user, who has nothing to do with the CRM system)
About the technologies used in CRM Portal
- Support CRM Online, Azure Hosted VM, On-Premise etc.
- Multi-Devices support, like: Desktop/Laptop, Mobile Phone, iPad etc.
- Create/Update your CRM profile (update your Contact record in CRM)
- Create/Update/View CRM cases
- Create/Update/View CRM orders for yourself and your sub-customer (sub-contacts in CRM)
- Book a service appointment activity in CRM.
- View CRM published articles.