An All Covering Guide on Dynamics 365 Portal

1. An All Covering Guideon Dynamics 365Portal For exceptional customer experience it is imperative to providepromptresponsetoyourcustomers. To achieve that, organizations are providing the option of self-service to theircustomers. Statistics reveal that 67%of customers prefer serving themselves than talking with a customer service representative. Considering this very idea of self-service, we will be discussing how Dynamics 365 portal can help you bring moreefficiencytoyourbusinessoperations. sales@crmjetty.com

2. An outlineofallthetopicsthispostcovers: • What areDynamics 356 Portals? • Dynamics365Portalfordifferentusergroups • IsPowerAppstheoneandonlysolution?Ummm.. Maybenot! • MeetPortalXpand:Robustfeatures,sleekinterface;at an economicprice • What are Dynamics 356Portals? • I know there’s no point telling you the whole story, but just for the record. Dynamics 365 portals are websites that extendthefunctionalityofyourDynamics365. • Think of them as a booster dose. It’s only going to be more helpful. Such additional functionality is going to lead to morecollaboration,betterengagement,andgreatCX. • You can create a Dynamics 365 portal, and provide it to your customers or business partners or employees for streamlinedcommunication. sales@crmjetty.com

3. As far as the structure and functionality of Dynamics 365 portals is concerned, here are the most crucial elements thata 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,andotherdesigncomponentsofthe Dynamics 365portal. • Aportalhasentityforms(single-stepforms)aswellas webforms(multi-stepforms)thatyoucanaddtoweb pages. • You can also use widgets and pages to also create knowledgearticles,frequentlyaskedquestions,and such. • You can create content snippets. These are a small sectionofeditablecontentthatyoucanplaceonany webpageortemplateoftheportal. sales@crmjetty.com

4. Dynamics365Portalfordifferentusergroups • Below are different user groups that can benefit from Dynamics 365Portal. • Customer self-serviceportal • A customer self-service portal, as the name suggests, helps customersservethemselveswithoutanymanualsupport. • Youcanincludeknowledgearticlestohelpthemfind answers to theirqueries. • Therearealsootheroptionslikelivechat,FAQs,online community forums, how-to guides, videos, user manuals,etc.,thatyoucanoffer. • Besides, you can even enable customers to comment, review,andprovidetheirfeedbacktohelpyouanalyze theirsatisfaction. • Employee self-serviceportal • An employee self-service portal can help an organization provide employeeswithaplacetoshareknowledge,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 theircommunity. sales@crmjetty.com

5. Eg: HR for Dynamics is a self-service portal for employees thathelpssimplifytasks–especiallyforHRandmanagers. • Using this portal, employees can manage their interaction with the HR department regarding leaves, activities, reimbursements, etc. They can also update theirinfolikebankdetailsorcontactdetailseasilyfrom within theportal. • Managers can perform their managerial tasks more efficiently with this portal. They can access the team’s summary, leave details, deadlines of projects, certificationdetails,etc.,inreal-time.Thisquickaccess of information helps in accurate and timely analysis of the team’sperformance. • Communityportal • 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 andreview 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 indirectcontributorstothebrand’spopularity. • Partnerportal sales@crmjetty.com

6. 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 otherorganizationalentitiesrelevanttothem. Top benefit: Easy access to this information helps partners get insights into leads, deals, opportunities, and more. Accordingly, they figure out a strategy to enhance their operations and eliminate any bottlenecks or issues with properfeedback. 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 andexperiencewithapartnerportal. 5. Field service and project service automationportal A field service portal gives a 360-degree view of entitieslike assets,invoices,workorders,andagreements. When customers purchase the Field Service, Project Service Automation,oranEnterpriseplan,itisavailable. The Project Service Automation portal provides partners with project information like quotes, bookable resources, invoices,etc. sales@crmjetty.com

7. CRMJett’s 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 rightaway! RequestDemo IsPowerAppstheoneandonlysolution?Ummm.. Maybenot! sales@crmjetty.com

8. Microsoft Dynamics 365 Portal is the first name that might have crossed your mind. It’s amazing, no doubt about it. But isittherightoptionforyourbusiness? • Often,businessownersdonotrealizethesecrucialdetails: • PowerApps work great with solutions within the Microsoft ecosystem. If you have non-Microsoft systems,bepreparedforextensiveintegrations,and shelling outmoney. • PowerApps may seem like a low-cost solution at the beginning.However,asyourbusinessgrows,youare goingtoneedanupgrade,andalotofcustomization (which,ofcourse,isn’tgoingtobefree!) • It lacks a few smartphone features like barcode scanner,oraudiorecording,digitalsignature,andsuch. • Thelicensingmodelaswellastheinterfaceispretty complicated withPowerApps. • Andtheprice!Witheachnewuserjoining,thecost goesup. Handpicked PortalXpand Related Read: PowerAppsPortalv/s sales@crmjetty.com

9. Meet PortalXpand: Robust features, sleek interface; at an economicprice CRMJetty’s PortalXpand is a dynamic and flexible portal that is completely customizable as per your business needs. You can self-configure the portal with an easy drag and drop builderinlesstime,andwithminimumeffort. HereareafewfunctionalitiesofPortalXpandthatcaninterest 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 first, definetheir roles, and then provide them with access to entities based ontheirroles.It willhelpyousecureyourCRMdatabetter. sales@crmjetty.com

10. 360-Degree EntityManagement 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 configure additional custom entities to suit your business needs in Dynamics CRM. CustomDashboard You can also customize your dashboard to make it easy-to-navigate with PortalXpand. It lets you set and configure multiple widgets like Recent Activity, Counter Block,etc.,foroneormoreentitiesyouwant. UserManagement The portal enables admins with a streamlined user management.Itenablesadminstoadduserrolesanddefine useraccess. Know More AboutPortalXpand Additionally, there are different add-ons that you can integrate with your portal to streamline your business operationsmore. sales@crmjetty.com

11. One of the best add-ons you can consider is SharePoint. With our portal solution, you can integrate SharePoint in your Dynamics 365easily. With this integration, both you (as the admin) and portal users can manage and store documents like quotes, proposals,etc.,associatedwithspecificrecords. Our Dynamics 365 Portal is also completely mobile-friendly! You get a fully responsive andengaging mobile interface. So, nomatterwhereyouare,youcaneasilyaccesstheportalto get your jobdone. 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 interactionandaclutter-freeexperience. Ready to getstarted? If you seek to build a Dynamics 365 Portal for your organization,CRMJettycanbeyourrightteamforthat. We can discuss your business requirements, analyze them, and provide you with a ready-to-integrate portal solution if it’s an exactfit. sales@crmjetty.com

12. Ourdeveloperteamcanalsogauge customization our ready-made portal requiretofityourbusinessrequirements. thescaleof solutionwould 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 final product is ready, our QA team comes into action and tests it for limitations and glitches. Once your productisreadyandglitch-free,wehanditovertoyou. Wecanalso provide youwithsupportforalimitedperiodto helpyouunderstandportalfeaturesandgetfamiliarwithit. All of these begin only when you take the first step intaking a personalized demo! Share your requirements with us, and we willgetbacktoyoutoprovideadetailedproducttour. RequestDemo Source: https:/ www.crmjetty.com/blog/6-effective-partnership- management-strategies/ sales@crmjetty.com