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.
Customer ServiceAllow customers to self-service on any device and even out of standard hours by giving them the ability to:
PartnersIncrease your capacity to provide partner support and provide a stronger partner programme by allowing them to:
ProjectsGive your partners additional insight into projects by providing the ability to:
Field ServiceGive your customers and partners visibility of:
EventsManage different types of events such as one-off events, webinars and multi-day conferences. Portals provide the ability to:
CommunitiesCreate a strong community by giving your customers, members or partners access to:
EmployeesGive your employees access to information at their fingertips through an employee self-serve portal with the following capability:
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.MORE ABOUT POWERBI
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.SERVICES
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.CENTRES OF EXCELLENCE IMPLEMENTATION SERVICES
Its no point having an all singing, all dancing CRM if your users don’t understand the benefits. Our approach ensures your users are supported through your CRM journey and love the final outcome.CHANGE MANAGEMENT
Our experienced designers can brand your portal to provide the ultimate user experienceSEE DESIGN SERVICES