How to Host ADXStudio Portal on IIS

Configure ADX Portal for Dynamics CRM:-

Step 1: Go to below mention path:-
                 "C:\Program Files (x86)\Adxstudio\XrmPortals\7.0.0023\Samples"

Step 2: Grab a copy of MasterPortal and paste it in some other location. I like to copy so we always have a clean copy of the master portal in case we need to install multiple portals.

Step 3: Open IIS and Right click on Site and choose add website, as show in below screenshot

Step 4: Now give a site name, enter the physical path of site and give some port then click ok, as show in below screenshot. 

Step 5: Now click on the Application Pool and select the pool which is bind with your site. Click on it and then check the .Net Framework Version. if it is 2.0 then change it to 4.0.

Step 6: Right click on website, go to manage website and click on browse.

Step 7: It will launch the portal into your browser. Now enter the details and click on Check Connection. 

Step 8 : Select Website from the list of ADXStudio Portal Website dropdown, that shows the list of available ADXStudio website that are installed in your Dynamics CRM, then click on Apply.

   The Retail Portal look like this :         

             

NOTE: Default user login credential for the portal will be:
UserName: administrator
Password:  pass@word1


Click Here to know, How to create a New admin user in ADX Studio Portal / D365 Portal. 

Click Here to know, How to Change Slider's Image in ADX Retail Portal.

Click Here to know, How to apply logo in ADX Retail Portal.

How to setup the ADX Studio Portal for Dynamic CRM

The following instruction will help you to setup the ADX Studio Portal for your Dynamic CRM.

Configure Dynamics CRM for Your ADX Portal:-

Step 1: Download the ADX Studio Setup. click Here to download the setup.

Step 2: After download, Install it in your system.

Step 3: Go to installed folder. By default its path is:
                "C:\Program Files (x86)\Adxstudio\XrmPortals\7.0.0023\Customizations"

Step 4: Import ADXStudioInstaller.zip into your CRM.

Step 5: After import solution, you will see a ADXStudioInstaller button as shown in below screenshot. Click on it and accept license agreement.

Step 6: Select Website Gallery from upper right corner as shown in below screenshot.

Step 7: Select the Portal you want to install as show in below screenshot. Here i will install Retail Portal. 

Configure ADX Portal for Dynamics CRM:-

You can either run ADXPortal locally through Visual studio or you can host it on your IIS.
Here i will tell you how to run ADXPortal through Visual Studio:-

Step 1: Go to below mention path:
                    "C:\Program Files (x86)\Adxstudio\XrmPortals\7.0.0023"

Step 2: Copy Samples folder and paste it some other location because i like to keep a clean copy of it.

Step 3: Open the setup through Visual Studio and run it.

Step 4:  For the First time, you need to fill CRM details as show in below screenshot. Click on check connection.

Step 5: Select Website from the list of ADXStudio Portal Website dropdown, that shows the list of available ADXStudio website that are installed in your Dynamics CRM, then click on Apply.

      
  The Retail Portal look like this :     

              

NOTE: Default user login credential for the portal will be:
UserName: administrator
Password:  pass@word1

Click Here to see, How to Host ADXPortal through IIS.

What is the ADXStudio Portal

ADXStudio Portal

Now that you have implemented Microsoft Dynamics CRM for a number of happy customers, and you are required to build a portal that integrates with Dynamics CRM, you are faced with a number of decisions in terms of how to go about it. Adxstudio, from Microsoft is the leading provider of web portal. Adxstudio Portals supercharges Dynamics CRM into an interactive, web-based engagement platform with Community, Retail and Government portals. Adxstudio Portals can help extend your Microsoft Dynamics CRM to the web with powerful, easy-to-build, self-service portals for retail, government, vendors, partners, conferences, and much more.



Click Here to know, How to setup ADX Studio Portal for Dynamic CRM.

Click Here to know, How to Host ADX Studio Portal on IIS.

What is MS Dynamic CRM

Microsoft Dynamics CRM is a customer relationship management software package developed by Microsoft focusing on enhancing customer relationships for any organization. It is one of the leading industry standard CRM software available in market on the lines of other competitors such as Sales force, Oracle, SAP, etc. Out of the box, the product focuses mainly on Sales, Marketing, and Customer Service sectors. Microsoft Dynamics CRM is a product that runs completely on the Microsoft technology stack (ASP.NET, IIS, Microsoft Office, etc.). Hence, basic knowledge of ASP.NET and C# (or VB.NET) is needed.

Microsoft Dynamics CRM is being offered in two categories :

CRM Online: CRM Online is a subscription-based offering which is more preferred for organizations who may not want to manage all the technicalities involved in a CRM implementation. You can get started with setting up your system in few days (not weeks, months or years) and access it on web via your browser.
MS Dynamic CRM Trial is Available for 30 days. Click Here to create the trial of MS Dynamic CRM. 

CRM On-premise: CRM On-premise is a more customized and robust offering of Microsoft Dynamics CRM where the CRM application and databases will be deployed on your servers. This offering allows you to control all your databases, customizations, deployments, backups, licensing and all other network and hardware setups. Generally, organizations who want to go for a customized CRM solution prefers on-premise deployment as it offers better integration and customization capabilities.

What is CRM

CRM is stands on Customer relationship management. it is a term that refers to strategies and technologies that companies use to manage and analyze customer interactions and data throughout the customer lifecycle, with the goal of improving business relationships with customers, assisting in customer retention and driving sales growth. 

Objectives of CRM :

·      Improve Customer Satisfaction − CRM helps in customer satisfaction as the satisfied customers remain loyal to the business and spread good word-of-mouth. This can be accomplished by fostering customer engagement via social networking sites, surveys, interactive blogs, and various mobile platforms.

·      Expand the Customer Base − CRM not only manages the existing customers but also creates knowledge for prospective customers who are yet to convert. It helps creating and  managing a huge customer base that fosters profits continuity, even for a seasonal business.

·    Enhance Business Sales − CRM methods can be used to close more deals, increase sales,  improve forecast accuracy, and suggestion selling. CRM helps to create new sales  opportunities and thus helps in increasing business revenue.

CRM Software :

•      Sales Force

•      Microsoft Dynamics CRM

•      Oracle Sales Cloud

•      Sugar CRM

•      Workbooks CRM

•      Insightly

•      Nimble

•      Zoho CRM

•      NetSuite CRM

•      Veeva CRM