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Microsoft Dynamics CRM
Service Provider Feature Tour

Hosting Microsoft Dynamics CRM 4.0
  • Cortex v7 introduced full support for Microsoft CRM v4.0. Cortex allows new CRM instances to be provisioned to customers easily, reliably and quickly
  • User counts of provisioned CRM users are available through the administrative interface simplifying your CRM billing processes.
  • Cortex can control the number of users that each customer can provision.

CRM 4.0 Instance Provisioning

With CRM4, Customers can be provisioned with any number of CRM instances. Cortex allows service providers to delegate the creation of new CRM instances to resellers, and CRM implementation specialists allowing the service provider to focus on running and supporting the CRM infrastructure.

Provisioning a new CRM instance involves creation of a new CRM database as well as creation of a new CRM website. This can be a time consuming task. Cortex utilises queued provisioning to ensure that Cortex users can continue with other tasks while their new CRM instance is being created.

CRM 3.0 Compatability

Cortex has backward compatibility for CRM v3, Cortex handles user level provisioning and management. The CRM3 server must be configured before connecting to Cortex. Adding new servers is a simple task.

Cortex allows any number of front-end CRM servers to be managed. Each customer must have a dedicated front-end CRM server, however CRM servers can share a common SQL Server back-end database.Configuration of CRM servers

  • Easy to use interface allowing CRM servers to be added in a matter of minutes
  • Management of CRM (global and specific) security roles that are available for user provisioning

Control customer access to applicationsProvisioning a Customer to CRM

Cortex allows easy provisioning of Microsoft Dynamics CRM 3.0 to customers. Just select a CRM server from the list of available CRM servers and click provision. 

  • Cortex prevents consumption of unnecessary user licences by preventing the CRM server from being changed after it is provisioned to a customer.
  • Validation checks are completed against the server's available CRM user licences.

Next >> Microsoft CRM features for customer administrators to use



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