Frequently asked questions

Peak Engagement

General

Peak Portals

Buying a portal

  • We typically refer our customers to partners for customizations services, but we do have a services team that can assist when needed.
  • 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.
  • 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.

Getting started

  • Here’s what you can expect with the Getting Started package:
    1. Your existing CRM customizations backed up.
    2. The install of the Peak Portals CRM managed solution.
    3. Deployment including your choice of portal name, company name and currency.
    4. The creation of security roles to select who sees what.
    5. 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.
    6. The configuration of invitation and password reminder workflows making it easy for your users to log-in.
    7. Theming including colors, logos, contact information and T&Cs making your portal an extension of your brand.
    8. 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.
    9. 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 365 to SharePoint integration is installed and properly configured.
  • 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.
  • 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.
  • 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
    Hardware:
    • At least 4 GB RAM (recommended)
    • At least 2 CPU cores (recommended)
    Software:
    • IIS 7+
    • .NET Framework 4.5.2+
    • ASP.NET 4.5
  • 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 2.2.0.1 supports Dynamics CRM 2011.
  • Peak Portals can run in most desktop and mobile browsers including Internet Explorer (9+), Microsoft Edge, Firefox, Chrome, Safari, Opera, and more.
  • All data is stored in CRM, and is not persisted in the portal at all.
  • 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.
  • Yes! We have both online documentation and training videos. Once you’re assigned a partner you’ll have access to both.
  • Visit our Peak Portals product page, our pricing page, visit our portal and look in the Documents section or reach out to us.
  • 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 365 deployment.
  • Peak Portals interacts with CRM using a single service account that connects through the the modern web services available with Microsoft Dynamics 365.

Support

  • We recommend that you start with your Microsoft Dynamics 365 Partner.  True IT is also a D365 partner.  Contact True IT for more help requests. 
  • 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.
  • Our support hours are Monday through Friday from 8:00 AM Central Standard Time to 5:00 PM Central Standard Time, excluding specific holidays.
  • Below are the ways you can receive help. As always, feel free to reach out directly with any questions or concerns.
    • Search our Knowledge Base found in our portal
    • Ask a question in our Discussion module found in our portal
    • Watch a “how-to” video found in our portal
    • Open a case with our support team in our support portal

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.
  • 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.
  • If you don’t have Microsoft Dynamics 365, which is a requirement for our portal, we recommend establishing a free trial of Microsoft Dynamics 365in combination with ours. Microsoft Dynamics 365 trial is also 30 days. A Microsoft Dynamics 365 trial can be started here.
  • Start a trial here by submitting the requested information.
  • In Microsoft Dynamics 365, navigate to Settings” then Customization and select “Developer Resources”.  All needed information is found on this page.

Releases and upgrades

  • While our roadmap is not publicly displayed, we are always open to ideas for future features and products. Share these ideas in our “Ideas” module.
  • You will receive an email communication from the Peak Portals team. These emails go to both opted-in and opted-out customers and partners.
  • Nope.  When importing an updated solution into Dynamics 365, 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, updating will not overwrite any configuration changes you have made such as Picklist values or Form changes.
  • Cloud hosted portals – enter an “Upgrade Request” in our portal with your preferred date and follow the on-screen instructions. On-premise portals – Find the “Upgrade Installation Package” and instructions in the “Server Downloads” section of our portal.