Dynamics 365 Portals

Connect with your customers, suppliers, or employees through Dynamics 365 Portals

Example of Dynamics 365 on a laptop screen

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 on screen

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
Diagram showing Portal Architecture

Customer Quotes

“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.”

“Our goal was to combine and streamline sales and marketing management, including integration with other systems that we’ve used at Benzina for a long time. We were looking for a complex solution which would at the same time be easily scalable in the future. Our users’ experience confirms that we could not have chosen better.”

“The launch of the Customer Service Hub has streamlined our work beyond our customers’ requirements. At the same time, it enabled me to gain online access to data for subsequent analysis of requirements and react to the needs of our clients, as well as a more detailed overview of the team’s work.”

“Microsoft Dynamics CRM, implemented by LLP CRM, saved us tens of millions of Czech crowns, radically simplified our work, accelerated our response to customer requirements and improved our data security.”

“We carefully considered which CRM system and which implementation partner to choose. In the end we chose LLP Group for its strong references in the financial sector. LLP recommended that we should go for Microsoft Dynamics CRM 2013, which provides an intuitive user interface both on computers and mobile devices, and it represented an ideal solution for us.”

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