Why Dynamics 365 Portals?
- Easy to use for non-technical administrators
- Azure/AD integration
- Easy set up and configuration
- Social media integrations for authenticatio
Dynamics 365 portals can be configured for both Online & On Premise CRMs for different versions of Dynamics 365. There are different types of Dynamics 365 Portals, namely:
1.Customer Self Service Portal: The Customer Self-Service Portal provides an additional support to organizations to guide their customers through related help links and information for finding instant answers to their queries. This will reduce the wait time for the customers to get their issues fixed and eliminating unwanted escalation tickets for the organization.
2. Custom Portal: The custom portal is completely extensible and customizable. This portal can be used to create bespoke customer applications.
3.Community Portal: Community Portal is the place where you can join forums and discussions, share knowledge with community users, post articles and blogs, conduct polls, invite people for participation, etc.
4.Partner Portal: The Partner portal enables lead distribution and deal/opportunity tracking, and can provide account management capabilities. Partner portal provides multi partner collaboration on same opportunity to maximize selling.
Partner Portal is again of two types, namely,
- Field Service Portal: The Field Service portal provides partners and customers with a 360-degree view of work orders, agreements, assets and invoices.
- Project Service Automation Portal: The Project Service Automation Portal allows partners to view project information that includes quotes, invoices, and bookable resources.You can have both field service & project service automation features in single portal.
5.Employee Self Service Portal: Employee Self Service portal doesn’t support external registrations. Using this portal,employees can build strong relationships within the organization for knowledge sharing and skill set improvement which will ultimately increase the business productivity.