1. 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

2. Empowering CRM Portals CRM
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

3. CRM extended Contact Management Account Management Case Management
Campaign Management
Opportunity Management
Product Management
Custom Business-Specific Processes

4. Contact as the Central Flow
Users of the Portal are tracked in the CRM as Contacts

5. 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

6. 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

7. 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

8. Available Portals Basic Customer Company Conference Community Partner
Government
Retail

9. Basic Portal Demonstrates the basic portal functionality Requires:
Adxstudio Portals Base

10. Company Portal Demonstration of bilingual portal Features included:
Career management
Customizable contact us form
Advertising
Polls
Dual languages

11. Conference Portal Conference management capability Features Include
Session management
Sponsor management
Attendees management
Speaker management
Location management

12. Customer Portal Deluxe Customer Support Features include: Forums
Case management
Customer service surveys
Help desk
Event management

13. Community Portal Customer Portal + Social Features Features include:
Forums
Blogs
Ideas
Issues
Help desk and case entitlement
Case management
Customer service surveys
Event management

14. 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

15. Government Portal Includes services aimed at government Features: 311
Permit management
Contact Center Desktop Integration
Alerts, Search, Dialogs

16. 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

17. Community Documentation
Our Community Portal has great documentation!
Installation & Operations Guide
Portal Applications Guide
User’s Guide
Developer’s Guide