With our Q1 2014 release of CRM Vertex, we introduced our new module builder functionality. This innovative solution allows you to extend and customize your customer portal in without having to write any code. While the core functionality of CRM Vertex is very compelling, many customers find the need to extend that functionality, and expose data from additional system entities, or even custom entities they have created within their own CRM environment. Many are looking for this ability without having to engage developers or pay for expensive professional services. Now, you can easily customize your customer portal with the CRM Vertex module builder. From right inside CRM, you can easily and quickly add custom or system entities to your portal, exposing them for basic functions such as listing data, creating, and updating records in real-time. The user interface is controlled from within CRM, utilizing the native CRM form and view builders to create the needed forms and views for your portal. Control access to the custom module that you build through the standard portal role structure within CRM Vertex and you have a fully functioning portal module within minutes. The new module builder functionality for CRM Vertex is available in our on premise (licensed) solution as well as our SaaS (subscription) solution. For additional information on customizable customer portals for Microsoft Dynamics CRM contact CRM Vertex today!
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