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Your Guide to Building a Dynamics 365 Portal and Enhancing It

If you have set your mind on developing a Dynamics 365 portal and want to know where to start, here is an exhaustive guide for your portal development process.

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Your Guide to Building a Dynamics 365 Portal and Enhancing It

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  1. Your Guide to Buildinga Dynamics 365 Portaland EnhancingIt Whenwasthe lasttimeyoucalledacustomersupportagent for a trivial issue with your mobile or laptop? Or when did you call a customer support agent to cancel or track an order you placed on any e-store? I bet it must have been a long time back! Thanks to the revolutionary concept of self-service, there were dramatic changes in traditional customer support. The number of organizations providing theoptionofself-serviceisincreasingdaybyday. Risingtotheoccasion,Dynamics365alsolaunched Dynamics 365 Portal or Power Apps Portals two yearsago. sales@crmjetty.com

  2. Power Apps are external-facing websites that enable access toCRMdataforvarioususersoutsidetheorganization. Earlier, a Dynamics 365 portal was separate and came as a licensed add-on to Dynamics 365 apps, or the licenses would include a default portal add-on. After October 1, 2019, a Dynamics 365 portal no longer comes as a separate licensed add-on. Instead, it is licensed based on usageand extendsaparticularfunctionalityofaDynamics365app. The caching mechanism of Power App portals is different from that of the add-on-based licensed Dynamics 365 portal. There is also a difference in the provision method between usage-based PowerApp portals and add-on-based Dynamics 365 portallicenses. In short, PowerApps portals are the next generation of Dynamics 365 portal’s licensedadd-ons. If you are looking for a cost-effective way to integrate one or more capacity-based portals with your Dynamics 365, PortalXpand can help you out. It is a highly customizable and scalable Dynamics 365 portal solution that you can use to manage portals for vendors, partners, customers, and otherentitiesrightfromasingledashboard. ExplorePortalXpand sales@crmjetty.com

  3. Types of Dynamics 365Portals Customer Self-ServicePortal 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 find 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 also enable customers to comment, review, and provide theirfeedbacktohelpyouanalyzetheirsatisfaction. 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. HR for Dynamics is a self-service portal for employees that helps simplify tasks - especially for HR and managers. Using this portal, employeescanmanagetheirinteractionwiththe HR department regarding leaves, activities,reimbursements, etc. They can also update their info like bank details or contactdetailseasilyfromwithintheportal. sales@crmjetty.com

  4. Managers canperform their managerial tasks more efficiently with this portal. They can access the team’s summary, leave details, deadlines of projects, certification details, etc., in real-time. This quick access of information helps in accurateand timely analysis of the team’s performance. CommunityPortal A community portal is basically like a virtual community. A community portal of any organization or company invites people to collaborate, discuss, write blogs and articles, poll and review products, etc. This type of portal encourages userstopromotethebrandastheyalsofeelthattheyhavea sayinthebrandandareindirectcontributorstothebrand's popularity. PartnerPortal 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. 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. sales@crmjetty.com

  5. 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. customers purchase the Field Service, Project When Service • Automation, oranEnterpriseplan,itisavailable.TheProject Service Automation portal provides partners with project informationlikequotes,bookableresources,invoices,etc. • Consider Portal Customization -To Smarten Your Portal • A legacy portal that you used for your organization may need customization to make it relevant. CRMJetty can provide customization for anyDynamics 365 portaltype to suit your businessrequirements. • We typically help our clients customize their portals in one of the followingways: • Technology/PlatformUpgrades • If you want to upgrade to any technology or platform for your portal, our developer team can get it donefor sales@crmjetty.com

  6. you. • Repair andMaintenance • If you use an ancient solution and it gives problems often enough, we offer bug-fixing services to help protectyourdatafrombugs,zero-days,andmore. • TechnologyMigration • If you are looking to migrate to new or modern technology, we have got you covered. For instance, you can get help moving your solution with a non-CMS backendtoamodernandCMS-backedplatform. • Re-development of Your CurrentSolution • If you want changes in your current solution’s architecture to remove development roadblocks, we can provide you with the best possible solution as per yourrequirements. • Availofthebestcustomizationservicesnow! • ContactUs sales@crmjetty.com

  7. Integrate PortalXpand - Your Ultimate Solution to Create a Next-GenPortal • If you want to create a next-gen portal or upgrade your existing portal with the latest features, here are a few functionalitiesofPortalXpandthatcaninterestyou. • Enhanced Security - PortalXpand lets you provide accesstodifferententitiesinyourDynamics365portal to different users based on their roles. You can create different user groups first, define their roles, and then provide them with access to entities based on their roles.It will helpyousecureyourCRMdatabetter. • 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 configure additional custom entities to suit your business needs in DynamicsCRM. • Custom Dashboard - 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., for oneormoreentitiesyouwant. sales@crmjetty.com

  8. Integrate Knowledge Base - Your Easiest Way to Launch a self-servicePortal One of the key elements you should include in your self-service portal is Knowledge Base. By providing access to a knowledge base in your Dynamics 365 portal, you can stayinconstanttouchwithyourcustomers. An exhaustive library of documents, white papers, and tools to explain everything about your products and services helps serve your customers more efficiently. It also helps you shift from passive customer service to proactive customer service. Instead of having customers call you every time, you can proactively address most of their concernsandquerieswithyourknowledgebase. Consider SharePoint - A Valuable Add-On for YourPortal Therearedifferentadd-onsthatyoucanintegratewithyour portal to streamline your business operations more. One of the bestadd-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 the documents like quotes, proposals, etc., associated with specific records. After installingtheSharePointintegrationplugininDynamics365, sales@crmjetty.com

  9. users can create folders, documents, files and delete records. Build a Dynamics CRM Portal Now - With CRMJetty By Your Side 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 it’s an exact fit. Our developer team can also gauge the scale of customization our ready-made portal solution would requiretofityourbusinessrequirements. 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. Once the final 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 withit. All set to kickstart your portal development journey? Your alphateamisjustaclickaway! ContactUs sales@crmjetty.com

  10. Source: https:/www.crmjetty.com/dynamicscrm-customer-portal .htm sales@crmjetty.com

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