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Portal Solutions for your Partners and Customers

This blogpost talks about the difference between Dynamics 365 customer portal and partner portal, their benefits, and which one to use when. Read more...

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Portal Solutions for your Partners and Customers

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  1. Portal Solutions for your  Partners and Customers  Portals are a one stop solution for companies to cater to           their customers. The ease that companies get in handling         and providing support to customers is commendable.         Additionally, portals have also changed the way businesses       interact with customers and vice versa.Today looking at the         market potential of portals and CRMs many big and medium         size companies are trying their hand at it. One such famous         CRM is Microsoft’s Dynamics 365.                                                                              Microsoft Dynamics provides different types of portals like       customer portal, partner portal, knowledge portal, etc. and       each of them fulfills a different requirement. The main                                       sales@crmjetty.com​

  2.   function of a portal is to bridge the gap between companies             and customers.            Going further, let’s see Dynamics customer portal and         partner portal in brief:          What is Dynamics 365 Customer Portal?  Dynamics customers and companies. It provides access to exclusive       content, chat, support, knowledge base, and many more       things.    customer   portal   bridges   the   gap       between                   Here are the top three benefits of using customer portal:  Easy problem solving:  Efficiently solving problems is one of the major features of         any customer portal. With ​Dynamics 365 customer portal you can use a ticket management system. You can use this           feature and start solving your customers’ problems right         from the portal. You don’t need to send them long emails or           ask them to hold long call lines.                                                                Power BI Integration:  Dynamics portal comes with an easy integration with Power         BI. Now you can get the data from Power BI directly in your               portal dashboard. Get the needed data insights in your         dashboard and use it in decision making for your business.                                  sales@crmjetty.com​

  3.   Easy Configuration:  With Dynamics CRM customer portal companies can go one       step further by providing the basic configuration. This will           provide you with compact layouts and stacked elements so         users can navigate the portal easily.                                What is Dynamics 365 Partner Portal?  Dynamics Partner Portal provides your partners a login to       aportal to get exclusive access to knowledge banks,         opportunity management tools, customers’ data, account     management activities, and more.                              Here are the top three benefits of having Dynamics 365           Partner Portal:            Multi-partner collaboration:  This multi partner collaboration will make it easy for you to       manage multiple partners and streamline work with each of       them.                              ​Partner Lifecycle Management:  This allows them to onboard and manage partners if needed           to strengthen the partnership channel and increase selling.       It streamlines all interactions with partners from giving       them inventory updates, managing contracts, sales reports       and more.                                        sales@crmjetty.com​

  4.   Deal registrations:  It allows vendors to gain early pipeline visibility to provide           better deals, discounts, and benefits if and where needed.            Now, comes the main question: which type of portal should         you go for? I would say this completely depends on your               company’s requirements and user base. If you are planning       to develop a portal for customers then you can opt for           Dynamics customer portal. But, if you want your partners to       use it then you require a Dynamics partner portal. Apart             from this, if your requirement is for both of them, then you         can go with both portals.                                                                                    Once you decide the type of portal you need, you can go for             customization to add or remove any particular feature. To         do so you can reach out to any IT company like us which               can help you to customize your Dynamics portal.                                      There are various third party Dynamics portals available in           the market today which can easily integrate with your CRM.           But our Dynamics 365 portal has some of the major benefits           which help us to stand ahead of competitors.                                Below are some of the important features of our portal:      sales@crmjetty.com​

  5.   Role based accessibility:  Admin can easily assign roles to each user and depending on           the roles, assigned users can access the portal. Admin can           create multiple groups, add       relationships between contacts and entities.                            contacts,   and   select Generate mass credentials:  Generating credentials can often be a tardy task for admin.       But, not anymore with our portal solution. Admin can easily           sync CRM contacts with the portal and it can automatically           generate credentials in bulk. Once credentials are generated         they are sent to each user via mail. This ensures security             and easy generation of credentials.                                                      Custom module support:  Customizing a product till some extent is important to use it         to its full potential. With our portal, customization becomes             an easy task. No need to pay extra money for adding single               modules. Easily create custom modules according to your       business needs and carry out operations easily.                                          Case deflection:  This feature will let your end users search answers or solve             their issues easily from within the portal itself. They can         enter some specific keywords and find needed solutions. If       they are unable to do so then they can create a case right                                                             sales@crmjetty.com​

  6.   from within the portal and you can reply to these queries           instead of repeatedly answering the same queries. .              SharePoint Add-on:  Sharepoint is an add-on supported by Dynamics which         makes adding, editing, deleting of documents easy. Using       SharePoint add-on you can easily make changes and sync         those documents between Dynamics 365 portal, customer       portal, and SharePoint in real time. Your customers can         create, edit, delete, and even structure files according to         their usage and put all data from all three platforms in sync.                                                          Conclusion:  Portals have some of the major benefits for companies and           when it comes to Dynamics customer portal and partner           portal you can easily give it a chance. Take your business to               the next level with the help of portals and bring the next big             change in your business.                                                Source:  https://www.crmjetty.com/blog/microsoft-dynamcs-365 -portal-solutions-for-your-partners-customers/  sales@crmjetty.com​

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