Quantcast
Channel: Microsoft Dynamics CRM Forum - Recent Threads
Viewing all articles
Browse latest Browse all 46379

CRM Portals external customers

$
0
0

Hi,

couple of questions around crm portals (adx).  Assumption is external customer isn't logged into the portal and they fill in a form.

1.  Does it have an upsert type feature?  E.g, it can match a contact with email and then update a contact record with details from the form?

2.  Can a form do something similar to case routing.  Matching a contact that's already in the system and creating a case automatically without them being logged in?

Ta


Viewing all articles
Browse latest Browse all 46379

Trending Articles



<script src="https://jsc.adskeeper.com/r/s/rssing.com.1596347.js" async> </script>