Dynamics Customer Portal: Basics, Benefits and Your Business - PowerPoint PPT Presentation

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Dynamics Customer Portal: Basics, Benefits and Your Business

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This article provides details about the dynamics 365 portals. This also gives information about the customer portal on how it works and which organizations can use it. – PowerPoint PPT presentation

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Title: Dynamics Customer Portal: Basics, Benefits and Your Business


1
Dynamics Customer Portal Basics, Benefits and
Your Business
Websites are the face of your business but
maintaining that face requires a customer
portal. Simply having customers be interested in
your business is not enough. You have to have a
way to be able to solve their issues, assist them
and retain them in, long term.
Dynamics 365 customer portal can do that when you
a 1000 customers and when you have 100000
customers. For you to run your business, you
need tools that can bring you this much
versatility and scale.
s ales_at_crmjetty.com
2
A great website, portal, or business needs much
more than just good design. It needs a design
that is equally functional. Dynamics 365
customer portal can give you that functionality
with features like secure sign-in roles-based
access, drag and drop page builder, entity
management, ready to use widgets and more. What
is a Dynamics 365 portal? Dynamics 365 portal
that is built on Dynamics CRM has an advanced
content management framework. This framework
allows you to surface expose and capture customer
data. This tightly integrates with your customer
data in Dynamics CRM, a robust, scalable,
configurable platform that allows you to
automate business processes and manage the entire
customer life cycle.
It provides functionalities like customer
community forums, partner engagement,
self-service, employee
self-service, etc. A Dynamics 365 portal can make
your support tasks much easier. An
often-misunderstood concept of a portal is that
it is useful mainly at the end customers' end,
but it is equally useful for the business that
uses it. Support employees get their work in
order and can become extremely efficient in
handling customer issues.
sales_at_crmjetty.com
3
  • Dynamics 365 portal can be configured with
    powerful features that especially work for your
    business requirements. Let's look at a few
    benefits
  • Benefits
  • Improves communication between customers,
    partners, and other relationships.
  • Displays information from different sources in
    one place.
  • Helps users to access information when they need
    it in a secure manner.
  • Increases the revenue opportunities.
  • It helps external customers to view and create
    data on the company's environment, regarding
    their details, etc. The Dynamics 365 customer
    portal can give a customer access to their
    entire profile that your company has for them.
    This means they have access to their contact
    information, and they can easily update it, as
    well as access to their purchase history,
    knowledge base, and more.
  • Who can use the customer portal?
  • The company that wants to communicate order
    processing information like order status or
    accounts

sales_at_crmjetty.com
4
information from their Supply Chain Management
system to enterprise customers. Online stores
that want to scale up and bring a more coherent
experience to their customers can opt for a
portal. The customer portal is the right
complement to a website as it helps address
things that a website or webstore cannot
accommodate. The best part about a customer
portal is that the Dynamics CRM customer portal
can synchronize right with the CRM, making your
management tasks a breeze! Role-based access
makes the portal simple to use, no matter who is
using it. Customers can get their individual
profiles employees can get a neat dashboard to
keep up with their tasks and customer queries.
The portal aims to simplify and streamline the
interaction between employees and customers, and
it does so by helping you employees put their
best foot forward.
End Words Dynamics CRM customer portal can
help make your it is customer
management tasks simple, whether
management or backend functions. You can also get
easy to configure portal solutions for your
partners and suppliers that can help you
streamline all your communication and
sales_at_crmjetty.com
5
work with them. Portal solutions give a unique
platform where all your business needs can come
together to function cohesively so you can focus
on things beyond management. Summary This
article provides details about the dynamics 365
portals. This also gives information about the
customer portal on how it works and which
organizations can use it.
Source https//www.crmjetty.com/dynamicscrm-custo
mer-port al.htm
sales_at_crmjetty.com
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