Dynamics 365 Portals
Connect with your customers, suppliers, or employees through Dynamics 365 Portals
Portals
Applications for sharing data with non-CRM users through web portals without additional licenses purchase.
- Website platform deeply integrated into Dynamics 365
- Extend your CRM to the web for external customers and partners
- Extensible and Configurable platform – all data in Dynamics can be published in the portal by external users
Predefined Customer
Engagement Scenarios
Self-Service Customer Portal
Case Management
Knowledge Management
Discussion Forums
Partner Portal
Customer Management
Account & Opportunity Management
Offer Generation
Product Catalogue
Community Portal
Discussion Forums
Case Management
Ideas
Blogs
Event Portal
Registration & Attendance Fee
Agenda & Programm
Schedule
Hotel Reservations
General features
- 43 languages and globally available in all Dynamics 365 data centers
- Prebuild Authentication Authorization directly in the portal via Dynamics 365
- Profile Management and Personalization
- Content Management & Branding
- Accessible, HTML5, Responsive Design
Portal Architecture
- Portal Communicates to CRM as an Azure AD application created in customer’s tenant during provisioning of Portal
- Authorization is done at Portal layer using Web Roles defined for Portal user (CRM contact)
- Portal definition is stored in CRM in Portal entities like Website, Webpages, etc.
- One Website record in CRM logically represents a website running on Portal
- Portal code picks the correct record to render using website binding record present in CRM
- Each Portal template comes with a complete website and will create one website record per language
Customer Quotes
“LLP helped us to improve some of our business processes and to optimise our use of Microsoft Dynamics CRM. Thanks to that, we developed a more systematic approach to sales management. We also collected a great deal of market data, which, in turn, our sales team were able to use greatly to boost both sales and client satisfaction.”
“I was in a close contact with LLP while coordinating the whole CRM implementation project on behalf of MEGA. I can claim that the implementation was professionally managed and we did not need to worry about meeting deadlines in any phase of the project. Also, specific amendments to the CRM system based on our company requirements were dealt with continuously and to our satisfaction.”
“Microsoft Dynamics CRM came as a really nice surprise. It was able to meet our most detailed and particular requirements. The perfect example of a tailor-made solution.”…”We were favourably impressed that we found not only a technology partner but also an experienced and strongly motivated business and marketing mentor.” “Management always wanted to know what was going on in the company. Microsoft Dynamics CRM made this possible, and, thanks to LLP’s professional service and their commitment, it became an effective and precise business management tool.”
“Big thanks to LLP CRM for being part of our journey and our excellent development partner. Looking forward to our continued cooperation.”
“The new CRM solution, Dynamics 365, brought greater transparency to the entire sales organization. We were able to streamline the process of obtaining up-to-date sales reports across the 15 locations where the system was implemented. LLP CRM has demonstrated exceptional skills in managing the entire implementation project as well as additional customizations. Dynamics 365 provides us with insight to a complete sales process from inquiry, through quotation, order to contract conclusion, including the entire lead management lifecycle.”
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