|
 Posted 2/8/2007 2:54:23 PM |
| | | In sending an invitation to a customer for them to become a member of the portal, can that invitation be sent automatically as a result of a particular event happening in MS CRM (i.e. convert lead to opportunity, or create an account record)? A workflow rule or something else? Also, periodically (i.e. every 6 months) can an email, which contains the URL for the website's login screen, be sent to a customer asking them to update their account's profile? I am considering purchasing Portal compared to our own development. This will help me evaluate whether Portal will help us accomplish what we are wanting to do. Thanks |
| |
|