Before importing any customization, firstly export your current CRM customization and then back up CRM server

Customers Self-Service Portal 

Install web portal and portal administration files:
Download web portal
Download web portal admin

Do not install in the same website as Microsoft CRM 

For each of the portal web sites edit the web.config XML file in the  area the values of:
BusinessName - read from deployment manager / organization / unique name
Username
Password
Domainname
Update all URL to point to CRM Server

Email Templates

- Customer Satisfaction Survey – Email sent to customer with the survey URL address. You can modify the template but keep the [URL] intact.

- Onsite Confirmation - Email sent to customer with the URL address of the page to confirm onsite visit. You can modify the template but keep the [URL] intact.

- Onsite Confirmation Reply – Response Email to customer with the confirmed / unconfirmed on site visit details. You can modify the template  but keep the [Text] intact. 

Download Email templates 

Workflows

Workflow Name	Primary Entity
Q3 - Case with SLA contract near expiration	Case
Q3 - Maintenance- retainer fee initial charge	Contract Line
Q3 - Maintenance Retainer Invoice (excluding first payment)	Contract Line
Q3 - Neglected Case	Case
Q3- Allotment's closing balance is below 5 allotments	Allotment
Q3- Check & tag if invoice has been paid in full	Invoice
Q3- Customer notification when new Case is created	Case
Q3- Customer Satisfaction Survey Email	Case
Q3- Email Invoice	Invoice
Q3- Email Job Card with Onsite Job Details	Onsite Job
Q3- EmailToCase - AutoCreate Case from Email	E-mail
Q3- EmailToCase - Create Case From Email	E-mail
Q3- Invoice and allocate initial allotments	Contract Line
Q3- Invoice negative allotments	Allotment
Q3- SLA Contract Activation Welcome Email	SLA Contract
Q3- SLA Contract Near Expiration Notification	SLA Contract
Q3- Email Allotment Report	Case	NEW

Download Workflows