Monthly Archives: February 2012

CRM 2011 Customer Portal: Adding a new simple form page

In the documentation of the portal I see it having a section for adding a page.  It appears that this is mainly for additional FAQ’s or such.  I did not however see how to add a new “page” page to … Continue reading

Posted in CRM, CRM 2011, Customer Portal, Dynamics | 19 Comments

CRM 2011 Customer Portal Attachment File download

As I work through the customizations for the customer portal.  I am very impressed with the OOB functionality that is already in this version as opposed to what was available with eService. For eService I had to add features like, … Continue reading

Posted in CRM, CRM 2011, Customer Portal, Dynamics | 17 Comments

MS CRM 2011 Customer Portal Implementation using eService Membership authentication

The accelerators provided for use with MS CRM 2011 are a starting point and are intended to modified. In CRM 4.0 we used eService, but we need to move from the eService accelerator to the new Customer Portal with the upgrade … Continue reading

Posted in CRM, CRM 2011, Customer Portal, Dynamics | 12 Comments