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The form filled by a non-employee on a web portal should save in my CRM
Please let me know the service providers who do that
You can create an Incident on your CRM or just create a new Entity with the same fields of your Ticket and do a direct Field mapping.
On your portal you can have a method that creates that record on your CRM
See this link, it may help answer your question: http://community.dynamics.com/crm/f/117/t/114332.aspx
You can achieve this, by creating a custom web portal.
Please follow the steps that I have listed below.
1. Create a web application (Ticket Form) with the required fields as text box to capture the information entered by a non- employee.
2. The employee will press the “Submit” button once the information is filled.
3. Using the CRM Sdk, create a record in CRM in the preferred entity with the captured information from the web portal.
4. Finally, display the result to a non-employee that the “Record has been created”
Hope this information will be useful!!
Chili, take a look at Powertrak Portal for Microsoft Dynamics CRM. It enables non-employees such as customer, partners, distributors, and resellers to enter information (such as cases, registration, orders and quotes, etc.) into Microsoft Dynamics CRM.
Take a minute to read the top 10 reasons why Microsoft customers select Powertrak Portal - www.axonom.com/blog.
Discover what customers are saying about Powertrak Portal on Microsoft Dynamics Marketplace - dynamics-crm.pinpoint.microsoft.com/.../reviews.
Usually, we use AdxStudio Portal.
It is integrated perfectly with CRM.
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