Category Archives: Customer Portal

CRM 2011 Customer Portal: Adding Paging and Sorting to Caseview

A Customer Portal is only as good as it is User/Customer Friendly.  One of the things that I have been asked is… Can you add sorting and paging to the case view?  No matter how you sort the result set … Continue reading

Posted in CRM 2011, Customer Portal, Dynamics | 4 Comments

MS CRM 2011: Customer Portal Contact Sign Up

Building off my previous post where I converted the authentication to what was used with the eService portal available for 4.0 http://wp.me/p1iFyd-52.  I am now making the customer sign up a little less cumbersome and more like the original. First what … Continue reading

Posted in CRM, Customer Portal | 2 Comments

CRM 2011 Customer Portal: Allowing Contact Access to Multiple Accounts

In my previous implementation blog I discussed our need for our “Contractors” in our system as contacts to have access to multiple accounts through the Customer Portal.  With the eService portal our solution was to continually reassign the contacts to different … Continue reading

Posted in CRM, CRM 2011, Customer Portal, Dynamics | 16 Comments

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

CRM 2011 Web Resources: Just getting started…

One of the most impressive things about the CRM2011 framework is the amount of customization that can be done right from the GUI of the application.  Considering we implemented CRM 4.0 only a couple of months before CRM2011 was initially released I … Continue reading

Posted in CRM, CRM 2011, Customer Portal, Dynamics | 4 Comments