Customers today are demanding more information than ever before and often prefer to gather the information all by themselves. In this blog, we will explore how customer engagement portals with Microsoft Dynamics can create a centralized information hub that is accessible 24/7 while reducing costs across departments. Dynamics 365 customer engagement, fully supported portals are now part of Dynamics 365. Microsoft host the portal for software as a service integration with Dynamics 365, Customer can design and configure the portal as per their requirement. Recently, Microsoft launched a new portal capabilities version 9.0.10 with some new exciting features.

  1. Add Power BI reports
  2. Manage SharePoint documents
  3. New portal editor with no code configuration
Dynamics Portals

Microsoft provides 3 different portal solutions:

  1. Customer Self-Service: your customers can log into their account and manage cases from the portal. Even submit a new case or edit existing one. They can even search for Knowledge-base articles based on keywords they have entered before they can even create a new case.
  2. Partner Engagement: You can help your business partner to use the partner portal to start capturing sales data. Allow your partners to submit and manage their opportunities with your internal staff.
  3. Employee Self-Service: Your internal staff can access employee self-service- ESS portal to share knowledge. Also submit and resolve internal trouble ticket.
  4. Custom Portal: Custom porta is fully customizable from scratch. You can create a Franchise Portal, an Agent Portal, and Citizens Portal etc.

Interested to know more about portals?

Please join our webinar on January 9, 2019, from 2-2:45 PM EST. Click here to register.

Blog post by Ashish Rana – Dynamics 365 CRM Expert

Ashish Rana

CRM Consultant

Ashish is Microsoft Certified CRM, Now Dynamics 365 and Power BI expert for Pre-Sales with implementation experience in North America, South East Asia and the Middle East. He holds an MBA in Systems and Consulting from Symbiosis International University. He has been involved in securing several significant values and diverse IT projects across Asia and the Middle East, across technology platforms such as CRM and BI.

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