What is Adxstudio Portals?
• A framework for empowering Microsoft
Dynamics CRM to allow it to serve as a
unified Portal and customer management
tool
• A way to empower business processes tied
to CRM via external web processes
Empowering CRM
• Portals
–
–
–
–
Interaction with clients, potential clients, partners, community
Forums for ideas, issues, discussion
Presentation of content, Blogs, etc.
Presentation of Surveys, CRM forms for external users
• CRM
– Tracking interactions and information about clients, partners,
community
– Content management
– Form, Survey submission management
CRM extended
•
•
•
•
•
•
•
Contact Management
Account Management
Case Management
Campaign Management
Opportunity Management
Product Management
Custom Business-Specific Processes
Contact as the Central Flow
• Users of the Portal are tracked in the CRM as Contacts
Portal Integration
• All Interactions that the Portal User commits on the
portal are tied to the Contact in the CRM
• Contacts have Parent Accounts can be leveraged on the
Portal
• Cases can be managed on the Portal via Help Desk
• Opportunities can be managed via the Partner Portal
• Product Catalog is surfaced on the Retail Portal and
through E-Commerce
Leveraging OOB Flows
• The power of CRM as xRM is the ability to leverage outof-box processes for novel situations
• This same mentality can be utilized with Adxstudio
Portals
• Dashboards, Charts, Reports come OOB and can be
expanded on with customization
• Entities can be assigned, queued, activated and
deactivated, audited, and have activities run against
them
Adxstudio Portals Integration
• Adxstudio Portals for Dynamics CRM Represents a unified
system where Content Management, Customer
Relationship Management, and the management of
custom complex portal features are all in one place, with
the same flows and processes surrounding all aspects of
the system
• Build Scenarios, not island features
Available Portals
•
•
•
•
•
•
•
•
Basic
Customer
Company
Conference
Community
Partner
Government
Retail
Basic Portal
• Demonstrates the basic portal functionality
• Requires:
– Adxstudio Portals Base
Company Portal
• Demonstration of bilingual
portal
• Features included:
–
–
–
–
–
Career management
Customizable contact us form
Advertising
Polls
Dual languages
Conference Portal
• Conference management capability
• Features Include
–
–
–
–
–
Session management
Sponsor management
Attendees management
Speaker management
Location management
Customer Portal
• Deluxe Customer Support
• Features include:
–
–
–
–
–
Forums
Case management
Customer service surveys
Help desk
Event management
Community Portal
• Customer Portal + Social Features
• Features include:
–
–
–
–
–
–
–
–
Forums
Blogs
Ideas
Issues
Help desk and case entitlement
Case management
Customer service surveys
Event management
Partner Pipeline Portal
• Allows vendors to distribute
opportunities to partners
• Tracks opportunities through the
sales pipeline
• Features Include:
–
–
–
–
–
Case management
Partner management
Customer management
Opportunity management
Forums
Government Portal
• Includes services aimed at
government
• Features:
– 311
– Permit management
– Contact Center Desktop
Integration
– Alerts, Search, Dialogs
Retail Portal
• Fully-Functional Storefront Portal
• Features Include:
–
–
–
–
–
–
–
–
–
–
Blogs
Help desk
Forums
Ideas
Store locator
Event management
Product catalog
E-commerce and shopping cart
Charity requests
Gift cards and membership
Community Documentation
• Our Community Portal has great documentation!
• Installation & Operations Guide
• Portal Applications Guide
• User’s Guide
• Developer’s Guide
http://community.adxstudio.com/products/adxstudioportals/