01 July 2014

Setup Orchard CRM portal website on Azure

Summary

In this post, I will demonstrate how to set up a front-end Orchard CRM portal website on Azure, with Dynamics CRM as the back-end system.
A portal user correspond with a "contact" record in Dynamics CRM, so the user can manage his/her own CRM information without directly accessing the CRM system.
A live demo can be found on: http://www.orchardcrm.com

Terms

Microsoft Azure
Microsoft Azure is an open and flexible cloud platform that enables you to quickly build, deploy and manage applications across a global network of Microsoft-managed datacenters.
Microsoft Dynamics CRM
Microsoft Dynamics CRM is a customer relationship management (CRM) business solution that drives sales productivity and marketing effectiveness through social insights, business intelligence, and campaign management in the cloud, on-premises, or with a hybrid combination.
Orchard CMS
Orchard is a free, open source, community-focused Content Management System built on the ASP.NET MVC platform. Orchard is delivered as part of the ASP.NET Open Source Gallery under the Outercurve Foundation.
Orchard CRM
Orchard CRM is an open source, Microsoft Dynamics CRM portal solution for Orchard CMS; support Microsoft Dynamics CRM 2011/2013 Online, On Premise and Partner Hosted.

Content

Please follow these steps to setup Orchard CRM portal on Azure:
  1. Setup an Azure website using Orchard CMS template.
  2. Install and configure “Dynamics CRM” model.
  3. Add portal navigation pages.
  4. Setup portal users.

Setup an Azure website using Orchard CMS template


Click NEW -> COMPUTE -> WEB SITE ->FROM GALLERY, then select CMS on the left navigation list, then choose Orchard CMS.

Click “Next”, provide URL prefix, WEBSCALEGROUP and SUBSCRIPTION, and then click “Complete”.

Your Azure website will be created after a few minutes, once created, let’s click on the site name and browse some properties.

The “Dashboard” page provides you the overview of the website, one important thing to notice is you can download the “Publish Profile” and then use it in a website editor (Visual Studio, WebMatrix) for publishing a website onto this Azure website.

You can increase the scalability of the website by clicking the “SCALE” tab, and change the hosting mode and capacity of the website.  Azure website is offered in four tiers: Free, Shared, Basic and Standard, in different price.

For this demo, you don’t need to make change, but do verify the .Net Framework 4.5 is enabled on the “CONFIGURE” tab, by default it is enabled.

Now click the SITE URL from the Dashboard page, on the first time you launch the Orchard site, it will gather some basic information to build the site. In this demo, we use the default settings to build the Orchard site, click “Finish Setup” and wait a few seconds, the Orchard site will be ready to use.

Click the “admin” link on the bottom of the page, or simply add a “/admin” on the site URL, it will redirect to the Orchard Admin Dashboard panel. 

Install and configure “Dynamics CRM” model

From the left navigation panel of the Orchard Admin Dashboard, click “Modules”, then click the “Gallery” tab, search for “Dynamics CRM”, click “Install” and then “Enable” the feature.

After you enabled the module, you should see a “Dynamics CRM” link just under the “Settings” menu on the left navigation bar of the Dashboard. (In case you don’t see that link appear, please click the “Install” again, and then enable it again; this is assembly loading issue in this version.)

Click on the “Dynamics CRM” link, type in the connection string as examples. 
You can try it using CRM Online Trail.


Add portal navigation pages

From the left navigation panel of the Orchard Admin Dashboard, click “Navigation”, then add custom link; Repeat this step to add the following links:

Menu Text URL                                 
CRM Profile      /DynamicsCRM/Account
Cases            /DynamicsCRM/Case
Customers        /DynamicsCRM/Customer
Orders           /DynamicsCRM/Order
Articles         /DynamicsCRM/Article
Service Calendar /DynamicsCRM/Calendar


Setup portal users

From the left navigation panel of the Orchard Admin Dashboard, click “Users”, then you can create Orchard user from there. Every Orchard user has a unique User ID (_orchardServices.WorkContext.CurrentUser.Id) which is generated when create that user in Orchard. In CRM contact entity, there is a system attribute call externaluseridentifier which uses to store the Orchard User ID, this is by design but you can use a different attribute to do so by changing the source code of Orchard CRM.

When an Orchard User login to any of the navigation pages, Orchard will pass the User ID to CRM; CRM will try to match the User ID in contact. externaluseridentifier, if there isn’t a match, then create a new contact record with the User ID; otherwise use that CRM contact record for operations. So each Orchard User will map to a contact record in CRM, and Orchard User can operate as a CRM Contact on the portal website, for example, opening a new case, making an order, schedule an appointment etc. 

Now, if you have got the above steps correctly, you should be able to browse the Orchard CRM Portal via: http://YourAzureURL/DynamicsCRM/

Enjoy Orchard CRM! :)


31 comments:

Unknown said...

you done a good job about front-end Orchard customer relationship management portal website on Azure.Its really very interesting i have learned from your blog thanks to given this chance.

Unknown said...

The information which you have provided is very good. It is very useful who is looking for
Informatica Online training | Microsoft Dynamics CRM Training

Quân Đào said...

học kế toán thực hành cấp tốc
học kế toán thực hành cấp tốc
học kế toán thực hành tại cầu giấy
học kế toán thực hành tại thanh xuân
]học kế toán thực hành tại hà đông
học kế toán thực hành tại long biên
học kế toán thực hành tại long biên
học kế toán thực hành tại hải phòng
học kế toán thực hành tại bắc ninh
học kế toán thực hành tại tphcm
học kế toán thực hành tại quận 3
học kế toán thực hành tại hải phòng
học kế toán thực hành tại bắc ninh
học kế toán thực hành tại bình dương
học kế toán thực hành tại biên hòa
học kế toán thực hành tại vinh
học kế toán thực hành tại vinh
học kế toán thực hành tại huế
học kế toán thực hành tại đà nẵng
học kế toán thực hành tại đà nẵng
học kế toán thực hành tại đà nẵng
học kế toán thực hành tại hải dương
học kế toán thực hành tại hưng yên
học chứng chỉ kế toán
học kế toán ở đâu tốt

Unknown said...

dịch vụ kế toán, dich vu ke toan Tks all

Unknown said...

Dich vu ke toan ACB là thương hiệu lớn tại HCM chuyên cung cấp các dịch vụ kế toán chuyên ngiệp uy tín giá rẻ nhất thị trường.
Nhằm tri ân khách hàng, ACB khuyến mãi gói hợp đồng làm dịch vụ kế toán trọn gói lên đến 50%.
Để biết thêm chi tiết :dịch vụ kế toán,dich vu ke toan
Lầu 4, Tòa Nhà Long Mã, 602 Cộng Hòa, P 13, Q.Tân Bình, HCM
Hotline: 0966660888

Michal Micky said...


Nice article really informative for me as on this I’ve found some best results for
SuiteCRM Customization
As this found the best services for crm integration
SugarCRM integration Services
CRM Integration

Sophia said...

Hi,
Glad I found your site, this is an eye-opener for marketers. We are proud to be a solution provider for a diversified customer database, ranging from the small, medium technology firms to the giant multinationals. Generate more revenue with email marketing, b2b marketing, list solutions & market research services. Microsoft Dynamics CRM Users Email List

Unknown said...

thanks...Crm software for small business

DedicatedHosting4u said...

Hello Mr. author,
Thank you very much for sharing the explosion with us ... It's extremely helpful and informative.
Please continue to blog new updates.

DedicatedHosting4u.com

OGEN Infosystem (P) Limited said...

Thanks for this awesome information. If you need an attractive website design for your business, visit OGEN Infosystem and also get SEO Services for your business promotion.
SEO Service in Delhi

Chanson Water said...

Thank you for the post. it is really very nice and interesting post.if you are looking water softener for home then visit us:water softener

jeewangarg said...

I have never found a website like this; it is valuable and informative also. For a seo services company in Delhi visit jeewangarg.com for more information.
seo company india
seo india
best seo company in india

Quality Spare Center said...

Really this is ausome post, which is so informative. We are the largest shot blasting machine manufacturers & Suppliers in India. Get the all types of Shot blasting machines and their equipments @ best prices & unmatched services. Call us @ 9811083740.

Visit to know more:
sandblasting
shot blasting process

silverservicecabs said...


Thanks for sharing this information.
Running late for your business meeting but can’t find a ride quickly? Book taxi to Melbourne Airport. Explore SilverServiceCabs & take Taxi from Melbourne Airport
taxi to melbourne airport
taxi melbourne airport
taxi from melbourne airport
book taxi to melbourne airport

Shotblasting said...

Way cool! Some very valid points! I appreciate you writing this write-up and the rest of the site is extremely good.

paver block machine

jeewangarg said...

Thanks for your sharing! The information your share is very useful to me and many people are looking for them just like me!if you are looking seo services then click here.
seo company india
seo services in india

Iogoos Solution said...

Iogoos Solution provides the best and affordable SEO Services in India with full satisfaction services. We increase organic traffic to rank website top on Google SERP with full satisfaction Services.

Website Designing Services
Shopify Development Services
Digital Marketing Services in India

Book My House Maid said...

Manju placement is one of the finest, top-rated housekeeping placement company in India. We are offering an enormous assortment of services including Maid Services in Delhi, Cook Placement Services, Home Servant Services, etc.


Housekeeping Services in Delhi
Babysitting Services in Delhi

Unknown said...

Professionals at Core SEO offer the best SEO services in India which offer by employing proven strategies and techniques. By remaining on the cutting border of the ever-evolving world of online marketing, our dedicated team has built itself up as the best SEO company India.
best SEO Services in India

Core SEO Services said...

Earch our best SEO Services in India. Provide professional SEO Services increase Visibility of your Website on the Search Engine. Hire best SEO Services in India here. By remaining on the cutting border of the ever-evolving world of online marketing, our dedicated team has built itself up as the best SEO company in India.

Rahul Sharma said...

This is Great Article. You are post informatics blog so keep posting.
SEO Company in Noida
Lead Generation Company in Delhi NCR
Top 10 CBSC Schools in Meerut
Delhi Bazar Satta
Best Digital Marketing Company in Meerut
disawar satta number
Latest and Breaking News in Hindi

Valentin said...

Kasyno VeraJohn i można ocenić na podstawie uczciwych opinii graczy. Aktualne problemy i pytania. Czy warto grać w kasynie VeraJohn? - https://top10casinoexpert.pl/casino/verajohn/

Digital Marketing Agency Pakistan said...

Great post! Thanks for sharing. I like your content its unique and interesting,account management services

Vipul Singh said...

I enjoyed reading this article! Keep updating us with the latest information. Thank you.
Best Web Design Company Delhi

Anonymous said...

This is a very nice article. Thanks for sharing

Visit our site https://vidhema.com/technologies-mobile-android.html

SuperbMyTrip said...

Your blog is great. Book your domestic or international flights with superbmytrip.com if you want to save money while traveling the world.
Visit for more info https://superbmytrip.com/

Super Enterprises India said...

Great blog, Thank you very much for sharing with us, Superb Enterprises Pvt. Ltd. (SEPL), an ISO 9001:2008 certified company, is a preeminent business organization attending to all the Visa, Embassy services.

Anonymous said...

Marvelous post. I'm a normal drop-in of your blog and appreciate you taking the time to maintain the excellent locus. I ’ll be a frequent drop-in for a long time.
More info:Lean manufacturing operational excellen

KPR RUMAH said...

Kementerian PUPR menyiapkan bantuan subsidi KPR hingga Rp 40 juta, bagi masyarakat berpenghasilan rendah (MBR) yang sedang mengajukan kredit rumah bersubsidi di mana pengajuan tersebut dijatah bagi pengadaan 218 rumah saja.

Menurut Direktur Jenderal Pembiayaan Infrastruktur Pekerjaan Umum dan Perumahan Kementerian PUPR, Eko Djoeli Heripoerwanto, untuk Bantuan Pembiayaan Perumahan Berbasis Tabungan (BP2BT) akan dianggarkan (total) sebesar Rp 8,7 miliar untuk 218 unit. Tetapi alokasi anggaran ini bisa diperbesar sampai maksimal 66.750 unit.Rumah KPR

komputer said...

mungkin sudah tahu beberapa trik internet dan komputer yang membuat aktivitas harianmu lebih efektif dan efisien.Memang terdapat banyak sekali trik internet dan komputer yang sangat mempengaruhi aktivitas harian kita di luar sana, namun tentu tidak semuanya sudah kita ketahui.
wisata komputer

Anil Singh said...

I'm impressed by the quality of service provided by Ambica Enterprises Company. They have an amazing selection of products, and the customer service is top-notch. It's great to see a company that puts such an emphasis on providing customers with the highest level of satisfaction. Keep up the great work! Steel Shots Suppliers