Dynamics 365 for Portals makes it easy for customers to engage with your organisation by extending Dynamics 365 with beautiful, fully responsive web portals. Make portals come alive and provide a seamless experience by branding your portal with our web portal design & development services.
Dynamics 365 portals are just one example of the value-add features that really makes Microsoft Dynamics stand out as one of the most competitively priced platforms in the market. With no limits on the number of portal visitors and the ability to surface pretty much any Dynamics 365 data in addition to PowerBI dashboards – it provides un-matched ‘out-of-box’ capability to give your customers, partners and employees tailored self-serve capabilities.
A Dynamics 365 portal comes free with every Customer Engagement plan subscription or with 5 x App licenses.
Extend portal capabilities even further with Café-X Live Assist – a fully-integrated bot-assisted live chat, co-browse, and video calling platform.
FEATURES & BENEFITS
Hosted and maintained by Microsoft as part of your Dynamics 365 tenant
Fully responsive layout, allowing customers to access portals on mobile devices as well as desktop
Easily brandable and can be skinned to look like just like your website for a seamless user experience
‘What you see is what you get’ (WYSIWYG) content editor
Surface information from Dynamics 365 and tailor what information is seen based upon specific user attributes
Available in more than 40 languages
User login credentials and access permissions managed within Dynamics 365
Customer ServiceAllow customers to self-service on any device and even out of standard hours by giving them the ability to:
Update their details
Find answers to questions by searching knowledgebase articles
Track the status of cases
Discuss topics in discussion forums with other users and members of staff
PartnersIncrease your capacity to provide partner support and provide a stronger partner programme by allowing them to:
Sign up as a partner online and completing the onboarding process
Register new deals for deal protection and entitlement to discounts, rebates and benefits
ProjectsGive your partners additional insight into projects by providing the ability to:
View project information such as project status
View quotes, invoices and bookable resources
Field ServiceGive your customers and partners visibility of:
Work order status
EventsManage different types of events such as one-off events, webinars and multi-day conferences. Portals provide the ability to:
Handle event sessions and tracks
Manage conference registration
Manage conference logistics and event facilities
Can be developed to manage payments
CommunitiesCreate a strong community by giving your customers, members or partners access to:
Discussion forums so your customers can engage in discussion
Blogs and the ability to create articles
Polls to canvas opinions
Ratings to gauge the popularity of content and information
Comments to capture feedback
EmployeesGive your employees access to information at their fingertips through an employee self-serve portal with the following capability:
Search knowledge base for answers to frequently asked questions
Discussion forums to allow employees to participate in communities and share feedback and knowledge
Ability to log support requests, e.g. to get IT or HR support
EXTENDING DYNAMICS 365
One of the things we love most about Dynamics 365 is the value-add tools that are provided as part of most Dynamics 365 licenses or included with Office 365.
View your most critical business data through a single pane of glass, no matter where it lives or where you are. Create stunning real-time and interactive dashboards using natural English - so no need to rely on IT or build complex queries.
Allow your customers, partners and employees to self-serve with beautiful web portals, fully integrated to CRM. And, best of all, a web portal is included within most Dynamics 365 subscriptions free of charge.
Dynamics 365's no-code visual editors support rapid deployment and makes it easy for your business to adapt quickly to new market opportunities.
Extend and connect
Dynamics 365 is highly extensible, helping you automate business processes across other Microsoft products and 100's of other third-party systems for a unified experience.
Invest with confidence
Microsoft's cloud is one of the world's most trusted clouds. Reduce the cost and complexity of operating on-premises or hosted infrastructure by relying on state-of-the-art data centres to safeguard data.
Microsoft's continual investment in Dynamics 365 and aggressive release cycle means you can be reassured of a future-proofed platform that allows you to take advantage of the latest cutting-edge technologies such as Artificial Intelligence.
HOW WE HELP
We start by understanding your business, its objectives to help you design a CRM strategy to align people, process and technology. We provide a suite of end-to-end services to ensure you gain maximum benefit from your chosen solution.
As Microsoft Dynamics 365 Gold Partners and with Centres of Excellence focused on the different areas of the CRM stack, our deep-level expertise means design innovative solutions leveraging the latest product features and keeping the total cost of ownership to a minimum.