- How do I get access to the Peak Engagement portal for more information?
- I have a product suggestion what is the best way to share that with you?
- How can I engage with Peak Engagement?
Do you offer any other products or services outside of Peak Portals?
Our core product is Peak Portals but stay tuned as we’ll launch additional products in 2016. With regards to services we typically direct customers to work through partners, but do have services team members available to assist when needed.
Do you still have the portal product CRM Vertex?
Yes! CRM Vertex is now known as Peak Portals and is the same product.
What is Peak Engagement and how it different than Peak Portals?
Peak Engagement is our company and brand. Peak Portals formerly known as CRM Vertex, is our web portal product for Microsoft Dynamics CRM.
Buying a portal
Do you offer customization services?
We typically refer our customers to partners for customizations services, but we do have a services team that can assist when needed.
Do you offer test (non-production) portals?
Yes, you can have a “non-production” portal for testing/development purposes. This can be purchased through our shopping cart in our portal. For more information on prices visit our pricing page.
How do I purchase a portal and what options do I have?
You can purchase a portal through our shopping cart found in our portal. If you don’t have access fill our trial form or contact us to request access. In the shopping cart you’ll be guided through your options, including Peak Desk, Professional or Enterprise; online or on premise; and any add-ons you may be interested in. Add-ons include additional portals, test portals, localized portals or our Getting Started package. For more information on prices visit our pricing page.
What’s included in a Getting Started package?
Here’s what you can expect with the Getting Started package:
- Your existing CRM customizations backed up.
- The install of the Peak Portals CRM managed solution.
- Deployment including your choice of portal name, company name and currency.
- The creation of security roles to select who sees what.
- Federated login available allowing your users to use Facebook, Google or Microsoft Account to log-in. Note this assumes developer accounts have been created with desired providers.
- The configuration of invitation and password reminder workflows making it easy for your users to log-in.
- Theming including colors, logos, contact information and T&Cs making your portal an extension of your brand.
- Activation and configuration of seven out of the box modules including Support, KB, Order, Invoices, Contracts, Events and Discussions driving engagement immediately for your company and end users.
- Integration of your CRM or SharePoint documents within the portal making it easy to share and engage with documents. Note this does not include any SharePoint installation or configuration; assumes a working SharePoint site and service account exist for use with the portal. This also assumes the Microsoft Dynamics CRM to SharePoint integration is installed and properly configured.
Do Peak Portals support translation?
Yes, Peak Portals supports nine languages out-of-the-box, Danish, Dutch, English, German, French, Norwegian, Portuguese, Spanish, and Swedish. You can also create custom translation files to support any language. Need a language not listed here? Please mention to your sales representative or add to our Ideas module.
How do I add users to my portal?
To add a portal user, we recommend running the “Portal User Invitation” workflow against the user’s Contact record in CRM. This workflow will mark the Contact in CRM as a portal user and send the contact a portal invitation email, which will prompt them to select a portal username and password. You can also create a portal user by navigating to the “Customer Portal” tab on the Contact Information form. To enable a new portal user, check the “Portal User” field and enter a username and password for the contact.
What are the system requirements?
For on-premises installations, the web server has the following requirements: Operating System:
- Windows Server 2008
- Windows Server 2008 R2
- Windows Server 2012
- Windows Server 2012 R2
- At least 4 GB RAM (recommended)
- At least 2 CPU cores (recommended)
- IIS 7+
- .NET Framework 4.5.2+
- ASP.NET 4.5
What Microsoft Dynamics CRM versions do you support?
Peak Portals version 3.0 supports Microsoft Dynamics CRM 2013, Microsoft Dynamics CRM 2015, Microsoft Dynamics CRM 2016 and Microsoft Dynamics 365. Peak Portals version 22.214.171.124 supports Dynamics CRM 2011.
What browsers do you support?
Peak Portals can run in most desktop and mobile browsers including Internet Explorer (9+), Microsoft Edge, Firefox, Chrome, Safari, Opera, and more.
Where does the data get stored?
All data is stored in CRM, and is not persisted in the portal at all.
What features come out of the box?
All of our portals come with our core modules which are Support, KB, Invoices, Orders, Contracts, Discussion, Events, Documents, Profile Management and User Administration. If you select our Professional or Enterprise portal you’ll also have the following features out of the box: fully customizable, SharePoint libraries, access to the Module Builder, Plug-in support, API development.
Do you offer training for Peak Portals?
Yes! For our partner we have both online documentation, videos and bi-weekly webinars they can attend. Once you’re a signed partner you’ll have access to both. For our current customers we have online documentation, videos and regularly scheduled training sessions. available for training sessions. Contact us for details.
- Where can I find more information about Peak Portals?
What exactly is a portal?
A portal allows you to open up specified items in CRM to your customers so they can view or update that information. You can use this to expand how you engage with your customer or clients with the added benefit of having this information captured and organized within your existing Microsoft Dynamics CRM deployment.
At a high level how do Peak Portals interact with CRM?
Peak Portals interacts with CRM using a single service account that connects through the the modern web services available with Microsoft Dynamics CRM.
I need help with Microsoft Dynamics CRM how can I get help?
We recommend that you start with your Microsoft Dynamics CRM Partner. If you don’t have a partner our Find a Partner tool is a resource to find one to meet your needs.
I forgot my password, how do I retrieve a new one?
If you forget your password you can click on the “Forgot password?” link on the “Sign In” page. Enter your username and you will be sent an email with instructions on how to change your password. Clicking on the “Password Reset” link within the email will take you to the “Reset Your Password” page where you can submit a new password.
What are your support hours?
Our support hours are Monday through Friday from 8:00 AM Central Standard Time to 5:00 PM Central Standard Time, excluding specific holidays.
How can I get help?
Below are the ways you can receive help. As always, feel free to reach out directly with any questions or concerns.
Can I extend my trial?
To request an extension please reach out to your sales representation to discuss your needs and the amount of time you need the trial extended.
When and how will I receive my portal after requesting a trial?
After submitting your trial information your portal can be provisioned in under 10 minutes. Once it is complete you will receive a confirmation email with instructions to complete the installation in your CRM deployment. The Deployment Guide will walk you through the steps you need to perform in your CRM environment to complete the process to have your portal up and running. You can find a copy of our Deployment Guide in the Documents section of our portal.
Do you offer trials if I don’t have CRM yet?
If you don’t have Microsoft Dynamics CRM, which is a requirement for our portal, we recommend establishing a free trial of Microsoft Dynamics CRM in combination with ours. Microsoft Dynamics CRM trial is also 30 days. A Microsoft Dynamics CRM trial can be started here.
How do I start a trial?
Start a trial here by submitting the requested information.
Where do I find my CRM information that’s needed to start the trial?
In Microsoft Dynamics CRM, navigate to “Settings” then “Customization” and select “Developer Resources”. All needed information is found on this page.
Releases and upgrades
Do you share your roadmap?
We do not share our roadmap but are always open to ideas for future features and products. Share these ideas in our “Ideas” module.
- Where can I learn more about the recent releases?
How will I know if I need to upgrade?
You will receive an email communication from the Peak Portals team. These emails go to both opted-in and opted-out customers and partners.
I have the new solution do I need to uninstall the old one during an upgrade?
No, when importing an updated solution into Dynamics CRM, you should leave the old solution installed. When upgrading the Peak Portals solution, always select “Maintain customizations” in the “Import Options” window. By choosing to maintain your customizations the importing of the solution will not overwrite any configuration changes you have made such as picklist values or form changes.
- How do I upgrade?
What is the Peak Portals partner program?
The Peak Portals partner program offers training and benefits that can help Partners grow their business. By becoming a Peak Portals Partner, you’ll build your expertise, raise your company’s industry profile, and market your new knowledge and expertise in Peak Portals.
What are the benefits of the partner program?
Peak Portals partner program will give you the training and resources you need to become an expert and get the most out of Peak Portals. Upon becoming a partner, you and your company will, among other benefits:
- Receive increase margins on new business.
- Receive an official member badge, which makes it easy for others to recognize you as a Peak Portals expert.
- Increase your industry recognition.
- Be included in the Find a Partner directory.
What are the requirements for being a Peak Portals partner?
In order to achieve the Peak Portals partner status, you must be a Microsoft Dynamics Certified partner, and sign the Peak Portals partner agreement.
- How do I participate?
Is the training mandatory?
Though we recommend viewing all the training materials and/or attending our webinars, it is not mandatory.
- I have a question that is not answered here; where can I go for more information about the Peak Portals partner program?
Are there any costs associated with the program?
No costs are associated with the program.
I forgot my password. How do I retrieve my password?
To retrieve your password, visit our Reset Password page.
Badge and Find a Partner directory
Can anyone use my badge?
The badge can be used by the person/company to whom it was given.
Where can the badge be used?
While we encourage use of your badge, there are specific guidelines for where and how it can be used. For more information, please see our Badge Usage Guidelines.
How can I tell if a person is an authentic Peak Portals partner?
You can view a list of official Peak Portal partners in our Find a Partner directory.