For Microsoft Dynamics CRM

An organization can realize substantial benefits by integrating the web with a CRM solution. Connect for CRM is a module that integrates EPiServer CMS 5 with your Microsoft Dynamics CRM solution.

Managing customer and business partner data and being able to share it across the enterprise is a goal which is valid for most companies. Even so, many organizations experience that the visitors, or registered users on the website, are often stored in a separate database. The database is usually isolated and exported data quickly ages. It is also often difficult to import the data into other systems and applications. Registered visitors should instead be seen as an integrated part of the company’s existing database, consisting of customers, suppliers, partners and members.

The focus of the connector is to ensure the integration of the registered users on your website with the CRM solution and avoid the storage of the users in an isolated database.

Key features of Connect for Microsoft Dynamics CRM

» Web registration wizard that creates contacts and accounts in the CRM solution

» CRM look up function to prevent duplicates.

» Automatic E-mail address verification

» Automatic role assignments at the point of registration

» View & change Web Access Rights by user in the CRM solution

» Store the extranet users personal "My settings" data on the CRM Contact

» Fallback function which handles communication failure between the Web and CRM

» Customizable to customer needs