An All Covering Guide on Dynamics 365 Portal

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An All Covering Guide on Dynamics 365 Portal
For exceptional customer experience it is
imperative to provide prompt response to your
customers.
To achieve that, organizations are providing the
option of self-service to their
customers. Statistics reveal that 67 of
customers prefer serving themselves than talking
with a customer service representative. Consideri
ng this very idea of self-service, we will be
discussing how Dynamics 365 portal can help you
bring more ef?ciency to your business operations.
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• An outline of all the topics this post covers
• What are Dynamics 356 Portals?
• Dynamics 365 Portal for different user groups
• Is PowerApps the one and only solution? Ummm..
  Maybe not!
• Meet PortalXpand Robust features, sleek
  interface at an economic price
• What are Dynamics 356 Portals?
• I know theres no point telling you the whole
  story, but just for the record. Dynamics 365
  portals are websites that extend the
  functionality of your Dynamics 365.
• Think of them as a booster dose. Its only going
  to be more helpful. Such additional
  functionality is going to lead to more
  collaboration, better engagement, and great CX.
• You can create a Dynamics 365 portal, and provide
  it to your customers or business partners or
  employees for streamlined communication.

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• As far as the structure and functionality of
  Dynamics 365 portals is concerned, here are the
  most crucial elements that a portal should have.
• A web page that displays all the relevant
  information that a user can see. To create
  pages, you can use templates, layouts, and other
  design components of the Dynamics 365 portal.
• A portal has entity forms (single-step forms) as
  well as web forms (multi-step forms) that you
  can add to web pages.
• You can also use widgets and pages to also create
  knowledge articles, frequently asked questions,
  and such.
• You can create content snippets. These are a
  small section of editable content that you can
  place on any web page or template of the portal.

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• Dynamics 365 Portal for different user groups
• Below are different user groups that can bene?t
  from Dynamics 365 Portal.
• Customer self-service portal
• A customer self-service portal, as the name
  suggests, helps customers serve themselves
  without any manual support.
• You can include knowledge articles to help them
  ?nd answers to their queries.
• There are also other options like live chat,
  FAQs, online community forums, how-to guides,
  videos, user manuals, etc., that you can offer.
• Besides, you can even enable customers to
  comment, review, and provide their feedback to
  help you analyze their satisfaction.
• Employee self-service portal
• An employee self-service portal can help an
  organization provide employees with a place to
  share knowledge, manage tasks, and interact with
  each other within the CRM. They should be able
  to use it to view answers to FAQs, submit
  feedback, and develop their community.

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• Eg HR for Dynamics is a self-service portal for
  employees that helps simplify tasks especially
  for HR and managers.
• Using this portal, employees can manage their
  interaction with the HR department regarding
  leaves, activities, reimbursements, etc. They
  can also update their info like bank details or
  contact details easily from within the portal.
• Managers can perform their managerial tasks more
  ef?ciently with this portal. They can access the
  teams summary, leave details, deadlines of
  projects, certi?cation details, etc., in
  real-time. This quick access of information
  helps in accurate and timely analysis of the
  teams performance.
• Community portal
• A community portal is basically like a virtual
  community. It enables any organization or
  company to invite people to collaborate,
  discuss, write blogs and articles, poll and
  review products, etc.
• This type of portal encourages users to promote
  the brand as they also feel that they have a say
  in the brand and are indirect contributors to
  the brands popularity.
• Partner portal

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A partner portal lends a helping hand to your
partners to manage their work better. It
provides access to various components like
orders, invoices, payment, history, and other
organizational entities relevant to them. Top
bene?t Easy access to this information helps
partners get insights into leads, deals,
opportunities, and more. Accordingly, they ?gure
out a strategy to enhance their operations and
eliminate any bottlenecks or issues with proper
feedback. Partners can also manage their relevant
details like contract or contact details and
update them easily. Multiple partners can
collaborate on a single opportunity to get good
sales and experience with a partner portal. 5.
Field service and project service automation
portal A ?eld service portal gives a 360-degree
view of entities like assets, invoices, work
orders, and agreements. When customers purchase
the Field Service, Project Service Automation,
or an Enterprise plan, it is available. The
Project Service Automation portal provides
partners with project information like quotes,
bookable resources, invoices, etc.
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CRMJetts ready-to-integrate Dynamics 365 Portal
can be customized as per your unique business
logic. To walk through all the features and
functionality, take a personalized demo right
away! Request Demo
Is PowerApps the one and only solution? Ummm..
Maybe not!
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• Microsoft Dynamics 365 Portal is the ?rst name
  that might have crossed your mind. Its amazing,
  no doubt about it. But is it the right option
  for your business?
• Often, business owners do not realize these
  crucial details
• PowerApps work great with solutions within the
  Microsoft ecosystem. If you have non-Microsoft
  systems, be prepared for extensive integrations,
  and shelling out money.
• PowerApps may seem like a low-cost solution at
  the beginning. However, as your business grows,
  you are going to need an upgrade, and a lot of
  customization (which, of course, isnt going to
  be free!)
• It lacks a few smartphone features like barcode
  scanner, or audio recording, digital signature,
  and such.
• The licensing model as well as the interface is
  pretty complicated with PowerApps.
• And the price! With each new user joining, the
  cost goes up.

Handpicked PortalXpand
Related
Read
PowerApps Portal v/s
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Meet PortalXpand Robust features, sleek
interface at an economic price CRMJettys
PortalXpand is a dynamic and ?exible portal that
is completely customizable as per your business
needs. You can self-con?gure the portal with an
easy drag and drop builder in less time, and
with minimum effort.
Here are a few functionalities of PortalXpand
that can interest you A. Enhanced
Security PortalXpand lets you provide access to
different entities in your Dynamics 365 portal
to different users based on their roles. You can
create different user groups ?rst, de?ne their
roles, and then provide them with access to
entities based on their roles. It will help you
secure your CRM data better.
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• 360-Degree Entity Management
• With PortalXpand Dynamics CRM Portal, you can
  control the entities in both CRM and your
  portal. It also allows you to use all the
  default CRM entities and con?gure additional
  custom entities to suit your business needs in
  Dynamics CRM.
• Custom Dashboard
• You can also customize your dashboard to make it
  easy-to-navigate with PortalXpand. It lets you
  set and con?gure multiple widgets like Recent
  Activity, Counter Block, etc., for one or more
  entities you want.
• User Management
• The portal enables admins with a streamlined user
  management. It enables admins to add user roles
  and de?ne user access.
• Know More About PortalXpand

Additionally, there are different add-ons that
you can integrate with your portal to streamline
your business operations more.
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One of the best add-ons you can consider is
SharePoint. With our portal solution, you can
integrate SharePoint in your Dynamics 365
easily. With this integration, both you (as the
admin) and portal users can manage and store
documents like quotes, proposals, etc.,
associated with speci?c records. Our Dynamics 365
Portal is also completely mobile-friendly! You
get a fully responsive and engaging mobile
interface. So, no matter where you are, you can
easily access the portal to get your job
done. We know the importance of having a portal
that is easy to use for both employees and
end-users. By prioritizing on building a portal
with a sleek interface, we ensure easy
interaction and a clutter-free experience. Ready
to get started? If you seek to build a Dynamics
365 Portal for your organization, CRMJetty can
be your right team for that. We can discuss your
business requirements, analyze them, and provide
you with a ready-to-integrate portal solution if
its an exact ?t.
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Our developer team can also gauge
customization our ready-made portal require to
?t your business requirements.
the scale of solution would
Once the developers test the feasibility, they
start the required customizations after your
consent. We also ensure that you keep getting
updates on the progress on a regular basis. When
the ?nal product is ready, our QA team comes into
action and tests it for limitations and
glitches. Once your product is ready and
glitch-free, we hand it over to you. We can also
provide you with support for a limited period to
help you understand portal features and get
familiar with it. All of these begin only when
you take the ?rst step in taking a personalized
demo! Share your requirements with us, and we
will get back to you to provide a detailed
product tour. Request Demo
Source https/ www.crmjetty.com/blog/6-effective-
partnership- management-strategies/
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