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
“Despite a limited budget, LLP CRM has delivered a complete CRM solution, including add-on features that meet all the requirements of a modern customer relationship management system. Thanks to the Customer Portal and complete digitisation of the whole insurance process, veterinarians save significant time and are guaranteed payments for treatments within 24 hours.”
“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.”
“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.”
“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.”
“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.”
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