In this webinar, our experts showcase a variety of demo use cases of how different components of the...
Previously, we talked about how to install the customer portal, a great tool within Microsoft Dynamics CRM. Today's blog will cover how to update the customer portal in Dynamics CRM.
In the previous blog, we saw what the customer portal looks like after being successfully installed. As you can see below, it has a default home page, which has Contoso logo, and default links to the Microsoft website:
Today I'll cover two ways update the home page within CRM--replacing the logo and updating the homepage content.
Here are the steps to replace the Contoso logo with your own website logo.
This will show you how to update the home page content, marked in red below:
So there you go—now you know how to update the home page of your customer portal. You should be able to use this knowledge to update other items, such as links and navigation, in very similar fashion.
If you've found the blogs on the customer portal in Dynamics CRM useful, then stay tuned! Next time we'll go over how to use the portal for event creation and registration.
Happy CRM'ing!