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 out-of-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 Guidehttp://community.adxstudio.com/products/adxstudio-portals/