Wednesday, June 14, 2017

Portal Options for Microsoft Dynamics 365

Many Dynamics 365 (formerly Dynamics CRM) solutions involve external or occasional users who do not need access to the full Dynamics 365 user interface and would be better served with a simplified view of selected forms and reports.

Microsoft does not charge additional license or subscriptions for external users of your Dynamics 365. 

Here are some products that provide portal functionality for Dynamics 365:

Dynamics 365 Portal

In September 2015, Microsoft acquired Adxstudio which had long been providing a portal for Dynamics CRM and a less powerful, free version under the auspices of Microsoft.


Source: Microsoft

Microsoft used Adxstudio as the basis of its latest portal product, Dynamics 365 Portal which is available for Dynamics 365 users as part of the Plan 1 subscription bundle. 

Here are the steps to activate a Dynamics 365 Portal.

Dynamics 365 Portal is not available to run on premises.

The Portal Connector


Pavliks offers The Portal Connector for Dynamics CRM based on Telerik Sitefinity. The Portal Connector is priced at $14,995 ($3,000 of which is for the Sitefinity software license) with an optional e-commerce connector for $7,000.


Because The Portal Connector is based on Sitefinity, you also end up with a complete content management system for your website.


Microsoft Adxstudio

Microsoft has discontinued development of Adxstudio, but made it available on GitHub for on premises implementations.  


Source: Microsoft
InfoStrat PortVue Portal for Dynamics 365

The InfoStrat PortVue portal simplifies portal access to Dynamics CRM, allowing you to
  • Support anonymous and authenticated users
  • Configure web pages which combine multiple elements such as editable data grids, data forms, and static HTML content
  • Enter data into multiple Dynamics CRM entities from a single web page
  • Allow document attachments to online forms
  • Run reports and export as PDF, Excel and other formats
  • Provides sortable grid editing for multiple records
  • Enforce Dynamics CRM security model and provide additional levels of security
  • Allow enterprise search across multiple Dynamics CRM entities
  • Support multiple browsers
  • Deploy on Microsoft and open source web platforms
  • Provide self-registration, password reset, and password encryption
  • Access other back-end systems





    Monday, June 12, 2017

    InfoStrat Joins Microsoft CityNext



    This month my company InfoStrat announced its participation in Microsoft CityNext, a global initiative empowering cities, businesses and citizens to re-imagine their futures and cultivate vibrant communities. Through the Microsoft CityNext initiative, Microsoft and InfoStrat will help leaders to do “new with less,” by combining the power of technology with innovative ideas to connect  governments, businesses and citizens with city services that increase efficiencies, reduce costs, foster a more sustainable environment and cultivate communities where people thrive.

    In a recent study, IDC named Microsoft the most trusted smart-city vendor. "Whether it's traffic congestion, citizen services, energy efficiency or operating costs, our Microsoft CityNext partners are equipped to tackle whatever problem or priority local governments want to address. Microsoft’s IDC smart-city scores are really a credit to our partners, which leverage our trusted cloud platform, powerful data analytics, security and privacy infrastructures, and other advanced capabilities to enable smart-city innovations."

    Cities have long been the center of industrial, economic and entrepreneurial activity fueling the rest of the world’s success. Today, as more of the world’s population urbanizes, cities face mounting pressures and challenges to maintain high standards and quality of life for citizens. It is expected that by 2050, seven out of every 10 people will live in a city.  Leveraging a broad portfolio of familiar and security-enhanced consumer-to-business software, partner solutions, devices and services and Microsoft’s history of successful education and social programs, Microsoft CityNext is a collective effort that helps cities anticipate and plan for these changes and challenges, enabling them to meet citizens’ needs, thrive economically and embrace modernity.

    “We’re thrilled to partner with InfoStrat on Microsoft CityNext. Microsoft prioritizes a people- and partner-first approach across all our initiatives, and Microsoft CityNext is no different,” said Trudy Norris-Grey, managing director, business development, Worldwide Public Sector, Microsoft.  “While cities are feeling the strain from economic challenges, Microsoft CityNext ushers in innovative technology solutions to create opportunities for cities and their citizens, enabling them to accomplish what they never thought possible. We’re inspired by our diverse partner ecosystem and know that working together we can help cities realize their full potential.”

    I will explain some of the accomplishments and priorities of CityNext in future blog posts. 


    Tuesday, June 6, 2017

    Recruiting with Dynamics 365 and ClickDimensions


    Marketing automation is not just for traditional marketing.  Some organizations, including government agencies and educational institutes, can benefit from integrating automated marketing campaigns with their recruiting efforts.

    My company InfoStrat has helped civilian and military government clients automate their recruiting processes.  As employment rates have improved recently, recruiting has become more challenging than ever, so tools which provide an edge are vital.

    A customer relationship management system such as Microsoft Dynamics 365 provides a central store of information on recruiting prospects.  By adding automation from ClickDimensions, recruiters can reach prospects with their message using tactics such as:

    • Event marketing - If you hold in-person or online recruiting events, ClickDimensions tracks the open rate and response rate for email invitations, and even integrates with services such as GoToWebinar and Eventbrite. The system offers quick create registration and check-in forms for events. Event Registrations and Check-ins create Event participation records and help the host track analytics around their event. Campaign Automation also integrates with Events by incorporating and Event Registration trigger to initiate your automation.
    • Nurture campaigns and campaign automation- Recruiting can be a long process, starting with awareness and working toward a closer relationship that results in a hire. ClickDimensions offers a visual editor for setting up the steps of a nurture campaign. 
    • Inbound website analytics. Track the behavior of website visitors to understand how your web content is working and improve the quality of the user experience. 
    • Qualify and quantify your leads and contacts through automated scoring. Lead and contact scoring includes, form submissions, visits, page views, opportunities created, opportunities lost, and email clicks.
    • Email campaign automations– Bulk Marketing emails can reach a large group of prospects with related interests. Marketing lists can be managed through form submissions and used in bulk marketing emails to market organization openings, opportunities, and upcoming related events. These actions can all be incorporated in campaign automation as well. 
    • Whitepaper and other downloads. Set up registration for downloads to add prospects to you mailing lists. 
    Together, these marketing automation techniques can increase the number of prospective recruits and raise awareness of your organization.  

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