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
“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.”
“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.”
“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.”
“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.”
“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.”
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