Many Dynamics CRM solutions involve external or occasional users who do not need access to the full Dynamics CRM user interface and would be better served with a simplified view of selected forms and reports. 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 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 Provide 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 ba
From James Townsend, vice president of Sylogist, thoughts on digital transformation, marketing automation, customer relationship management, Power Apps , Microsoft Dynamics 365, government contracting, customer service and more.