Cobalt Portal for Dynamics CRM

The Cobalt Portal for Dynamics CRM is the customer-facing side of our xRM Modules and industry solutions. We’ve designed them to be modern and intuitive, providing your customers with a fluid and comfortable user experience. Our portal modules can integrate seamlessly with your existing content management software using our Web Elements and CMS User Roles functionality and can be individually customized from within Microsoft Dynamics CRM. The portal is fully responsive, allowing your customers to easily access the customer portal from any device.

Our portal can also be individually customized from within CRM using our Page Text, Forms, and Alerts functionality allowing your customers to easily access the customer portal from any device directly from your website! There’s no bouncing between sites and the single signon between your site and portal is completely seamless.

 

 

 

 

 

 

 

 

 

 

 

 



Responsive Design

Built on a responsive grid framework using HTML5 and CSS3, the Cobalt portal work across all modern browswers and mobile devices.

Web Elements

All of the Cobalt portal modules can be embedded into your current website using your existing content management system.

Forms

Our forms module gives you complete control over the layout of the portal forms including custom questions, two-way mapping and reuse accross processes.

Customer Self-Service

Easy profile setup and management that updates contacts and accounts in CRM directly.

Unified Event Calendar

Flexible calendar and list views of upcoming meetings and classes including the abilty to filter by tags.

Event Registration

E-commerce enabled online event registration including granular pricing and access based on customer roles.

Single Sign-On

Our portal includes a SAML-based single sign-on API, OAuth support and the ability to directly connect using our .NET role provider allowing you to seamlessly integrate the portal with existing systems.

Historical Orders & Payments

Customers can view both open and historical orders as well as payments online.

Subscriptions

Offer print, email or web-based subcriptions (free or paid) and allow your customers to manage their subscriptions online.