Online Forms

Easy to use system that guides you through building online forms. Build simple, detailed or complex forms. Any field in CRM can be added to a Portal form. Individual fields can be secured as locked, visible or editable. Incorporate your existing website branding and

design into your Forms. Extensive flexibility to change the layout of forms and pages on the Portal. Form fields can be defined as required or optional for data entry. The forms and data collection will continue to function even if your Dynamics CRM system is temporarily unavailable.

Configuration Options

The Portal will work with and connect to all forms of Dynamics CRM installations. Even if your Dynamics CRM system is not accessible to the Internet, our technology will allow the Portal to interact securely. It takes only one check box in Dynamics CRM to add a new user

to the Portal. You have the ability to allow new users to register for your portal and automatically be granted access. You control which elements of Dynamics CRM are accessible in the Portal, even custom elements.

Business Processes

Business rules and processes in CRM will be respected in the Portal. Submitted data can trigger more complex business processes and workflows, even integrate with other business systems. You control the level of access and approval processes for adding new Portal users.

Auditing allows you to see who changed what data, when. Data flows between the Portal and Dynamics CRM in real time or in batches depending on your preference.

Data Management

Display small or large amounts of Dynamics CRM data on a single Portal page. Manage the data with an intuitive easy to use Excel-like grid. Sort, filter and export the data from within the

Portal. Adaptable security to control who can add, edit and delete data. Able to display multiple layers of data within a single portal page.

Ecommerce Integration

A complete set of Ecommerce tools allowing you to be up and running in minutes. Synchronizes Dynamics CRM Products and price lists with your online store. Real-time creation of Orders and Invoices in Dynamics CRM.