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Step-by-Step Guide to Portal Development for Microsoft Dynamics CRM
The Challenge Oftentimes in the world of Dynamics CRM, the need arises for non-CRM users to gain access to CRM data. A common solution is the implementation of a web portal which allows these users to perform certain actions on applicable CRM data. Microsoft offers two portal solutions: the Customer Portal and the Partner Relationship Management Portal. These are managed solutions, can be easily imported into any CRM environment, and come with detailed instructions on how to quickly and efficiently deploy. However, like any construct that is general in its scope, the aforementioned portal solutions do have some caveats. The two solutions install extraneous features onto CRM that are not necessary for portal development, often confusing CRM users and requiring the need to go back and hide all of the excessive customizations. Furthermore, by default, the two portals both use Windows Live for authentication (requiring users without Windows Live to register […]
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