OUR OPINION

Dynamics 365 for Portals Icon

Portals

Dynamics 365 portals are just one example of the value-add features that really makes Microsoft Dynamics stand out as one of the most competitively priced platforms in the market. With no limits on the number of portal visitors and the ability to surface pretty much any Dynamics 365 data in addition to PowerBI dashboards – it provides un-matched ‘out-of-box’ capability to give your customers, partners and employees tailored self-serve capabilities.

A Dynamics 365 portal comes free with every Customer Engagement plan subscription or with 5 x App licenses.

Extend portal capabilities even further with Café-X Live Assist – a fully-integrated bot-assisted live chat, co-browse, and video calling platform.

FEATURES & BENEFITS

General

  • Hosted and maintained by Microsoft as part of your Dynamics 365 tenant
  • Fully responsive layout, allowing customers to access portals on mobile devices as well as desktop
  • Easily brandable and can be skinned to look like just like your website for a seamless user experience
  • ‘What you see is what you get’ (WYSIWYG) content editor
  • Surface information from Dynamics 365 and tailor what information is seen based upon specific user attributes
  • Available in more than 40 languages
  • User login credentials and access permissions managed within Dynamics 365

Customer ServiceAllow customers to self-service on any device and even out of standard hours by giving them the ability to:

  • Update their details
  • Find answers to questions by searching knowledgebase articles
  • Log issues
  • Track the status of cases
  • Discuss topics in discussion forums with other users and members of staff

PartnersIncrease your capacity to provide partner support and provide a stronger partner programme by allowing them to:

  • Sign up as a partner online and completing the onboarding process
  • Distribute leads
  • Track deals/opportunities
  • Register new deals for deal protection and entitlement to discounts, rebates and benefits

ProjectsGive your partners additional insight into projects by providing the ability to:

  • View project information such as project status
  • View quotes, invoices and bookable resources

Field ServiceGive your customers and partners visibility of:

  • Work order status
  • Agreements
  • Assets
  • Invoices

EventsManage different types of events such as one-off events, webinars and multi-day conferences. Portals provide the ability to:

  • Handle event sessions and tracks
  • Manage conference registration
  • Manage conference logistics and event facilities
  • Can be developed to manage payments

CommunitiesCreate a strong community by giving your customers, members or partners access to:

  • Discussion forums so your customers can engage in discussion
  • Blogs and the ability to create articles
  • Polls to canvas opinions
  • Ratings to gauge the popularity of content and information
  • Comments to capture feedback

EmployeesGive your employees access to information at their fingertips through an employee self-serve portal with the following capability:

  • Search knowledge base for answers to frequently asked questions
  • Discussion forums to allow employees to participate in communities and share feedback and knowledge
  • Ability to log support requests, e.g. to get IT or HR support

 

EXTENDING DYNAMICS 365

One of the things we love most about Dynamics 365 is the value-add tools that are provided as part of most Dynamics 365 licenses or included with Office 365.

PowerBI

PowerBI

View your most critical business data through a single pane of glass, no matter where it lives or where you are. Create stunning real-time and interactive dashboards using natural English - so no need to rely on IT or build complex queries.

MORE ABOUT POWERBI
Portals

Portals

Allow your customers, partners and employees to self-serve with beautiful web portals, fully integrated to CRM. And, best of all, a web portal is included within most Dynamics 365 subscriptions free of charge.

MORE ABOUT PORTALS PORTAL DEVELOPMENT SERVICES
PowerApps

PowerApps

Make Office 365 and Dynamics 365 your own with powerful apps that span productivity and business data. Customize SharePoint Online, use PowerApps with Microsoft Teams and build apps on Dynamics 365.

MORE ABOUT POWERAPPS PowerApps Services

WHY MICROSOFT DYNAMICS 365?

1.
Adapt quickly
Dynamics 365's no-code visual editors support rapid deployment and makes it easy for your business to adapt quickly to new market opportunities.
2.
Extend and connect
Dynamics 365 is highly extensible, helping you automate business processes across other Microsoft products and 100's of other third-party systems for a unified experience.
3.
Invest with confidence
Microsoft's cloud is one of the world's most trusted clouds. Reduce the cost and complexity of operating on-premises or hosted infrastructure by relying on state-of-the-art data centres to safeguard data.
4.
Drive innovation
Microsoft's continual investment in Dynamics 365 and aggressive release cycle means you can be reassured of a future-proofed platform that allows you to take advantage of the latest cutting-edge technologies such as Artificial Intelligence.

HOW WE HELP

Best-Fit Solutions

Best-Fit Solutions

We start by understanding your business, its objectives to help you design a CRM strategy to align people, process and technology. We provide a suite of end-to-end services to ensure you gain maximum benefit from your chosen solution.

SERVICES
Deep-Level Technology Expertise

Deep-Level Technology Expertise

As Microsoft Dynamics 365 Gold Partners and with Centres of Excellence focused on the different areas of the CRM stack, our deep-level expertise means design innovative solutions leveraging the latest product features and keeping the total cost of ownership to a minimum.

CENTRES OF EXCELLENCE IMPLEMENTATION SERVICES
User At The Heart

User At The Heart

Its no point having an all singing, all dancing CRM if your users don’t understand the benefits. Our approach ensures your users are supported through your CRM journey and love the final outcome.

CHANGE MANAGEMENT

Design and services

Want to witness the power of Dynamics 365 for Portals for yourself?

Don’t take our word for it, call us today on 01296 328 689 to arrange a no obligation demonstration.

REQUEST A DEMO

Make your portal look beautiful

Our experienced designers can brand your portal to provide the ultimate user experience

SEE DESIGN SERVICES

WHAT’S NEXT?

LATEST THINKING

The latest news, views and resources related to CRM.

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CASE STUDIES

Our clients, their words. Projects we have delivered for our clients.

VIEW CASE STUDIES

CRM TECHNOLOGIES

Find out about the key features of the leading CRM products.

VIEW TECHNOLOGIES
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