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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Change Control system
Microsoft Dynamics CRM (Archived)

Change Control system

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Posted on by Don Wisch 660

Hello everyone,

Does anyone know if there is a change control add-on for Dynamics 365 CRM?  If not then would you feel it would be easy to create one?  We need this for our Dynamics 365 CRM system.  It will require the client to interact with it as they will need to approve certain stages.  I am thinking Portals will help with this plus give the clients access to their support cases.

Much thanks in advance!

Don

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  • Suggested answer
    oliver.rodrigues Profile Picture
    oliver.rodrigues 4,052 on at

    Think of Dynamics Portals simply as a portal website that access easily your CRM data

    Your approval/change control process could fit well in a Web Form in the Portal

    please take some time to study:

    - basic portal authentication

    - entity list

    - web forms

    - entity permissions

    see if the OOB components fits your needs

  • Suggested answer
    oliver.rodrigues Profile Picture
    oliver.rodrigues 4,052 on at

    hi.. did any of the replies answered your question? if yes, can you please mark as verified?

    thank you

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