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
Example of a portal page

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
Example of Portal Architecture

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.”

“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.”

“We were searching for a complex system to cover the group´s business processes as well as to be able to implement the system in other countries where we operate. The aim was also to support our future growth and be ready for further mergers and acquisitions. We strongly preferred the flexible monthly SaaS lease model without large capital investments in our internal infrastructure. Dynamics 365 and all its add-on features have proven to meet all these requirements. I would like to thank the entire LLP team for their cooperation in the Czech Republic and Hungary and have no doubt that our next project in France will also be a success. I really appreciate the high quality of the consultants and their helpful support we received during the entire implementation project.”

“Big thanks to LLP CRM for being part of our journey and our excellent development partner. Looking forward to our continued cooperation.”

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