Financial Adviser’s Portal
PROJECT OVERVIEW
Client had a idea to show all data and documents for their customer at once place.
Client had Drupal portal ,SharePoint, MS CRM. As it is difficult to show data on Drupal portal from MS CRM and MS SharePoint.
We designed and developed ASP.Net MVC portal for same. So this project is ASP.Net MVC application with integration with MS Dynamics CRM Online and SharePoint Online.
Portal shows client’s financial data like Annual Reviews, Plan Projections and Loan Renewals.
There is also facility to download documents(from SharePoint Online) We have also integrated SharePoint Online and MS CRM using ADFS. Portal is hosted on Azure and various Azure services and component are used
PROJECT DETAILS
Date:
December 27, 2016
Tags:
Client:
Europe based
