Thursday, 5 March 2009

CRM Portal

At the moment i'm about to try and install the Dynamics CRM 4.0 e-service accelerator on Microsoft's open source site - codeplex.

http://www.codeplex.com/crmaccelerators/Release/ProjectReleases.aspx?ReleaseId=19956

I'll update this post when i have some conclusions.

==update==

The portal seems good although it takes some setting up which needs to be quite exact. As we already run the c360 portal it's very similar. Its a good start but customising the look is not easy given the complexity of the example site although it should be possible with a couple of days fiddling.

The main issues seem to be bugs in editing the configuration within crm - ensure you only edit the existing xml field, customisation difficulty and its doesnt allow users to filter their cases very well (only configurable globally).

Overall though a great addition to the CRM toolkit. I'll be taking a look at the notification e-accelerator addon later.

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