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In today’s fast-paced world that is moving towards digitization and social media and self-service, engaging and providing real-time access to customers for updates on their tickets or having sales and invoice history available for access online has been a key point in any system implementation.
Microsoft has always been on the top of the latest trends and it now offers Portal add-on with an enterprise license of Microsoft Dynamics 365 Customer Engagement/Dynamics CRM.
Dynamics 365 portal allows organizations to add capabilities for content management, knowledge and case management, opportunity management, membership and profile for users and self-service to their Dynamics 365 instance.
Portals allow organizations to engage users and get maximum value out of their Dynamics 365 investments by setting up web-based sales, service, support and communities platforms that further enhance their digital presence for their Customer, Partners, and Employees.
Microsoft has worked on making portal templates available for specific scenarios like;
A Customer Service Portal further improves your customer support experience by giving them a web portal for accessing knowledge base articles, submitting and monitoring their support cases. Moreover, a Community portal can also be developed to further improve online customer engagement and build a community for your product or services.
A Partner Portal allows you to empower your business partners to access information about your products and services and make better-informed decisions. This also allows you and the partner to have a better opportunity management experience.
An Employee Portal allows your employees to access and share internal knowledge and you can further choose to provide targeted access to CRM for some groups without providing access to the Dynamics 365.
With this now included within the subscription, a lot of deployments are setting up Microsoft Portal to enable their customers, partners and service engineers to gather up to date information about their cases or appointment status from the web.
Microsoft Portals is a CMS based within your Dynamics 365/CRM deployment. It can be configured to make your CRM data available on the web including defining security access levels to ensure authenticated access to the data.
Using Liquid template framework, it is possible to create dynamic pages and design the layout of the portal to match your company’s branding.
Our team of certified Dynamics CRM Developer and Consultants have deep expertise in configuring and deploying Microsoft Portals. Reach out to us on email@example.com for a free review of your portal needs and guide you on the options available.
November 19, 2018
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