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
“One of the reasons why we’ve decided to invest in our CRM system was to encourage the sharing of information amongst business teams across the whole corporation. I really appreciate the personal approach of LLP CRM, its helpfulness and extensive experience with CRM implementations.”
“The result of the entire CRM project exceeded our expectations. We used to have many different external applications for activities which we can now work in one integrated environment. We now have an overview of all our branches around the world. Since the beginning of our cooperation, there has been a surprising number of improvements from LLP CRM as their own initiative. This has led to a number of new features that had not been part of the original project documentation.”
“Additionally, the new CRM system significantly reduced the burden on our IT department and made us able radically to accelerate the resolution of requirements for further customisation. Not to mention the fact that 80% of change requests can be managed by our business administrators without incurring external cost.”
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