Customized Dynamics 365 CRM Web Portals for All Operations


Dynamics 365 Web Portals are designed to enhance customer engagement and a great way to spread the reach of Dynamics 365. It facilitates sharing the multiple and selective data to the non-CRM users. Dynamics 365 CRM Web Portal provides additional collective features. Dynamics 365 Web Portal provides various resources for audiences by which they can get search knowledge, suggest trending news, support for issues, collaborate with different communities and can learn about products and services that they want.

Ready-made templates are one of the collaborative feature of the CRM and it shield each of the audiences. As it is custom framework, it can be customisable and extensible for all the clients. It also spread CRM to find the log issues, solutions and updated information to the clients on a single platform. Dyn365 CRM portal connect multiple customer engagement to create various opportunities.

Currently there are 5 types of pre-organized solutions available according to the requirement:

Customer Self-service Portals: With this self-service portal in Dynamics 365, clients can interact with the admin and it helps to deliver best services to the customers. Web experience can be changed by using Dynamics 365 Customer Self-Services portal which enhance client satisfaction.   

Employee Self-service Portals: With this interactive feature of CRM employee can update daily tasks on the portal, directly connect with another department and increase employee productivity. This portal can be accessible from anywhere.

Partner Portals: With the new portal capability Partner Portal is designed all partner can engage with admin directly on a single platform and can easily conduct daily operations through partner portal. It enables leads distribution, tracking opportunity, and enhance account management capabilities.

Community Portals: Community portal are basically used for gathering users feedback, client engagement which helps to keep a strong bonding with growing community, blog creation and enable forum. This portal offers a common space for employee to collaborate also connect audience online which helps in community building.

Custom Portals: For multiple clients they need a portal, in place of paying the licenses to get access to the portal, Custom portal are designed. Dynamics 365 Custom portal solution is customizable according to user requirement and it is flexible. It is one of the portal where self-service portal and the management of data can be done on a single platform.

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