xRMLink works with Dynamics CRM v2011, v2013, v2015, v2016. On-premise, Online or Partner-hosted. On-premise deployments must either have Internet-facing configured or minimally allow secure SSL connections from our Azure based range of IP addresses.
One of a couple ways:
- You can add portal users to your CRM (which ever entity that may be) with just enough information to facilitate an automated outgoing invitation email that prompts them to log in and fill out the rest of their profile.
- Or if there is a portal admin already designated with your external partner (thus already using the portal), they can add new users.
In 3 places actually. Our design minimizes the footprint on your CRM system.
The portal web application as seen by your portal-users runs in Microsoft Azure.
The portal configuration which you have access to modify runs on a custom Dynamics CRM Online instance. This is the portal definition with records describing portal-roles, navigation options, pages, widgets and so on.
The data displayed in the portal comes directly from your CRM instance. There is no middle tier.
- The definitions of the entity forms and views (grids) displayed in the portal also come from your CRM so you can modify them as you are accustomed to already, within the CRM solution framework.