Top 5 Reasons to Use Dynamics CRM Portal

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Top 5 Reasons to Use Dynamics CRM Portal
Issues such as dealing with customer support and
regulatory agencies are well-known. As we know,
no one likes endless forms, long waiting times,
and queues. And if you think that only customers
are frustrated with this process, then you're
wrong. Even businesses like yours have to cope
with streamlining processes and applications.
Thanks to technology, you can now digitalize
customer support. And portals would make it much
better. You can manage your customers' data and
even streamline your entire process. However,
you would need a practical, easy-to-use solution.
A solution such as a Dynamics 365 Portal. It
would make all your tasks like cases, documents,
accounts management seamless. And not only the
process, but it will also keep records in
detail. Let us check out the features of the
Dynamics CRM Portal. 1. Easy Configuration and
User-Friendly Dynamics 365 Portal expands the
functionality of MS Dynamics CRM. In addition to
compact layouts, it consists of organized and
stacked elements on the dashboard. Using it,
customers can navigate through the portal
smoothly. Talking about the configuration, you
can deploy the plugin rapidly. You can install
and start using it within a few minutes. As an
admin, all you have to do is sign in to the
system and configure accordingly.
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• Problem Solving
• As a business owner, your major goal is to
  enhance your customer experience by eliminating
  all the problems they face. Also, you need to
  ensure that the process is hassle-free.
• Here's how a Dynamics Portal helps you with it.
  It provides a ticketing system that will process
  your database and keep the records in detail.
• One of the major benefits of this ticketing
  system is that it enables CRM users to
  communicate with customers and resolve their
  issues without contacting via email or long
  calls. It also allows managing cases, documents,
  accounts, schedules, reducing efforts and saving
  time.
• Smart Dashboard
• Dynamics CRM Portal comes with BI integration,
  which means you can fetch data and view the
  customer insights directly on the dashboard. It
  provides an intuitive interface and smooth
  navigation. The collected data provides quick
  insights, which in turn help take proper business
  decisions. Power BI integration makes the
  dashboard smart and can increase business
  productivity on a more prominent front.
• Document Management
• Have you wondered what if the two powerful
  platforms, i.e., SharePoint and Dynamics 365,
  come together? It would make task management a
  cakewalk. Fortunately, Dynamics Portal allows
  integration of SharePoint. With it, you can
  share all the documents with your internal team
  directly from the portal. It curbs

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all the miscommunication or delays in the task.
The native-level collaboration enhances the
business workflow. However, for integrating
SharePoint with Dynamics 365, first, you need to
install SharePoint. Secondly, you must have
system administrator rights for CRM and
SharePoint. According to your requirements,
locate the SharePoint site or create a new
collection. Add it to the trusted site, and
proceed with the actual integration. 5. Data
Safety As a business owner, you already know the
importance of data security. How deleting a
single invoice entry can affect your business and
your customers' loyalty? Change in the loyalty
points, customer data are the issues we hear
about on the news. If you want to protect your
customers' data, you need to bring in a customer
solution where data would remain in your CRM and
get processed over there. The one that I would
recommend is Dynamics CRM Customer Portal. It
keeps all the data in the CRM, eliminating the
chances of leaks and breaches. Final
Thoughts The traditional way of dealing with
customer queries is past gone. Customers don't
want to visit the help desk or reach out to call
centers for help. Instead they want an instant
solution, one that will allow them to resolve
their queries themselves. And when thinking
about such a solution, the best answer is
Customer Portal. And as Microsoft knows tech
better than others, what could be better than a
Dynamics 365 Portal?
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