Setup a Dynamics CRM Online Integrated Portal using the Umbraco CMS
$1,000
What you get with this Offer
The setup of the portal includes 2 days setup/configuration and the tools to quickly additional portal content. If you require any additional development for anything very bespoke to your business we can also assist with this at an additional cost.
We will provide a CRM solution that provides the ability to invite contacts to the portal and for them to login using details all held within Dynamics CRM. This means you can have a portal with many users all working with CRM under a single License.
We also provide a package used by Umbraco to enable Login to the portal for the CRM Contacts. You can control access roles for the contacts within CRM so that pages can be locked down based on your level of access.
On top of this we will provide you with an additional package for Umbraco that enables you to easily setup Web Forms which can be configured to create records in CRM. You simply provide it with the name of the entity in CRM and the list of fields you want to use. The package also allows you to display data from CRM by providing the entity name and list of fields. Not all CRM field types are supported at this time but we are doing weekly releases of the package which you will get as part of your monthly License Fee.
There is a monthly fee on top of the setup costs which is normally £200/Month but we are currently offering this at a discount while we are in the beta phase of the product and is available for £100/month
If you would like a demo please contact me and this can be arranged for you no worries.
We will provide a CRM solution that provides the ability to invite contacts to the portal and for them to login using details all held within Dynamics CRM. This means you can have a portal with many users all working with CRM under a single License.
We also provide a package used by Umbraco to enable Login to the portal for the CRM Contacts. You can control access roles for the contacts within CRM so that pages can be locked down based on your level of access.
On top of this we will provide you with an additional package for Umbraco that enables you to easily setup Web Forms which can be configured to create records in CRM. You simply provide it with the name of the entity in CRM and the list of fields you want to use. The package also allows you to display data from CRM by providing the entity name and list of fields. Not all CRM field types are supported at this time but we are doing weekly releases of the package which you will get as part of your monthly License Fee.
There is a monthly fee on top of the setup costs which is normally £200/Month but we are currently offering this at a discount while we are in the beta phase of the product and is available for £100/month
If you would like a demo please contact me and this can be arranged for you no worries.
Get more with Offer Add-ons
-
I can host the portal for 1 year on our Starter Hosting
Additional 5 working days
+$376 -
I can customise CRM with 1 day of additional changes
Additional 5 working days
+$627
What the Freelancer needs to start the work
Access to the CRM system, and potentially access to a server for the portal if you are hosting it yourself.
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