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
“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.”
“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.”
“LLP CRM has understood our needs very well from the beginning of the project. They demonstrate a high level of flexibility and solution orientation to bring our organization onto the next level. Communication and collaboration work excellently. We have been guided through changing our way of working based on Microsoft Dynamics 365 Customer Service solution and well supported throughout rollout making the system ‘our own’.” … “The new CRM system helps us to have a better view on our customers and thus serve them more individually. The gain of transparency is not only beneficial in contact with the customer, but also in terms of managing the customer service team.”
“The new CRM solution, Dynamics 365, brought greater transparency to the entire sales organization. We were able to streamline the process of obtaining up-to-date sales reports across the 15 locations where the system was implemented. LLP CRM has demonstrated exceptional skills in managing the entire implementation project as well as additional customizations. Dynamics 365 provides us with insight to a complete sales process from inquiry, through quotation, order to contract conclusion, including the entire lead management lifecycle.”
“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.”
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