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

“It is incredible how Microsoft Dynamics CRM has enabled us to shorten the time necessary for collecting complete and correct information on all Treasury clients. We have all the information in one place and thus, new possibilities for increasing productivity and growth dynamics throughout the bank have been opened. I would like to thank LLP Prague – for their excellent and professional approach to the implementation of the system, and for their management of the whole project – all agreed terms and planned budgets were kept.”

“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.”

“Skanska Reality a.s. has implemented a sophisticated CRM system with the aim of optimizing agent and customer communication and to streamline its processes. A three-stage tender process led to the selection of LLP Group for the implementation of this project because LLP Group was the only company to demonstrate specific know-how in the field of apartment sales and proven ability to customize the system to meet the firm’s complex business process requirements.”

“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.”

Read about next module Reporting

Free consultancy

Start now with Dynamics 365 and pay only for what you need. Our team can unlock its potential and match it to your business processes.

Microsoft Solutions Partner for Business Applications logoMicrosoft Solutions Partner for Modern Work logoMicrosoft Awards 2018 Winner logoClick Partner logoPivotal CRM logo
Let us help you define your CRM needs and priorities
Privacy Overview
LLP CRM logo

When visiting any web site, it may store or retrieve information on your browser, mostly in the form of cookies. This information sets your preferences or your device and is mostly used to make the site work as you expect it. It gives you a more personalized web experience. We respect your right to privacy and you can choose not to allow some types of cookies. Below you can choose and change our default settings. However, blocking some types of cookies may impact your experience of the site.

Strictly Necessary Cookies

These cookies are necessary for the website to function and cannot be switched off in our systems. They are usually only set in response to actions made by you which amount to a request for services, such as setting your privacy preferences, logging in or filling in forms. You can set your browser to block or alert you about these cookies, but some parts of the site will not then work. These cookies do not store any personally identifiable information.

Functional and 3rd Party Cookies

Functional cookies enable the website to provide enhanced functionality and personalization. They may be set by us or by third party providers whose services we have added to our pages. If you do not allow these cookies then some or all of these services may not function properly.

Performance Cookies

Performance cookies allow us to count visits and traffic sources so we can measure and improve the performance of our site (e.g. Advanced features of Google Analytics). They help us to know which pages are the most and least popular and see how visitors move around the site. All information these cookies collect is aggregated and therefore anonymous.