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With the world moving towards digitization and social media and self-service, 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 / CRM.
Microsoft has worked on making portal templates available for specific scenarios like
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 framework, it is possible to dynamic pages and design the layout of the portal to match your company branding.
Reach out at email@example.com for a free review of your portal needs and guide you on the options available.