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Stay Connected with Dynamics 365 Portals — CRM Extension

Dynamics 365 portals, now called Power Apps portals, are websites that extend the functionality of your existing Dynamics 365 solutions (for sales, marketing, customer service, field service, chain management supply and human resources). This is mainly done by making certain CRM data (for example, business details, shipping phases, etc.) available to portal users such as customers, partners, employees or communities. This functionality opens up opportunities for collaboration and engagement in which these target groups are involved.

Let's take a closer look at how Dynamics 365 portals use these features for different user groups.

Customer Self Service

With Dynamics 365 portals integrated with Dynamics 365 for Customer Service, you can reduce the volume of help requests for service employees and provide smoother customer service. On a portal, you can provide a knowledge base that can be used to resolve frequently asked questions by customers. In addition, the portal can offer users relevant knowledge bases based on the keywords they have entered. With the knowledgebase articles on offer, you can easily answer your customers' questions before they even ask them. To further improve self-service features, you can add live chat and custom features to work with customers as well as product/service analytics to make your customers' interaction with your brand much more convenient to any moment.

Sunbridge Software Services Inc

Community forums

With Dynamics 365 portals, you can create and monitor community forums to improve customer-customer and customer-service interactions. Such interactions may include discussions about your products / services and suggestions from customers, for example.

Partner engagement

If you work with partners to sell and sell your products or services, a Dynamics 365 partner portal may be your solution for more fluid collaboration. Such a portal allows the exchange of important commercial data for all parties concerned. For example, you can enter sales data for your resellers in the same way as your own sales team. This will help you optimize the sales process and maximize sales efficiency.

Self-service for employees

With a self-service portal for employees, you get targeted access to certain HR functions and data for different groups of employees, if necessary. Such a portal can be useful for sharing internal company knowledge with employees. You can create and share training materials or create a knowledge base. To go beyond training, you can enhance the entrepreneurial spirit of your business by introducing a gallery of corporate media, communities (based on the personal interests of your employees), and various corporate events.

Vendor collaboration

An essential addition for companies looking for efficient and accelerated supply chain management. Supplier portals allow you to work with your suppliers via a secure online hub. In this way, your buyers can create orders more efficiently and manage and track the current order status directly in your ERP. In addition, you can use this portal to immediately check, accept/refuse orders, and invoice suppliers. Your suppliers receive accessible information on orders such as quantity, delivery date, etc.

The main strength of a Dynamics 365 portal is that getting started is easy and fairly inexpensive. With Dynamics 365 portals, you get a very good solution for better customer loyalty and cooperation with partners without having to devote more time or resources to complete Web development. Another big advantage is the centralized database for all Dynamics 365 applications, including your portal. And it is much easier to increase satisfaction and retain your customers and partners if you exchange real and precise data with them.


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