Microsoft Dynamics 365 Web Portals are essentially websites that integrate with your Microsoft Dynamics 365 solution and can be fully customised in order to deliver a personalised experience to a wide range of different audiences including external users.Get in touch to discover more
Invite your colleagues to collaborate, share and communicate
Securely share articles between colleagues in one central place
Enable customers to contact you via self service customer portals
Communicate with partners, distribute leads quickly and track actions
Access customer data on the go using any device at any time of day
Using the centrally managed innovative forum functionality
Customers eg. a self-service integrated customer portal to log tickets
Partners eg. business partners where the portal is used to distribute and manage leads
Employees eg. staff can create/share articles and communicate via a forum
Suppliers eg. where they can view and manage orders
A mixture of audiences eg. where they can collaborate and participate in conversations
There are a variety of useful ready-made templates that can be applied to Web Portals, but it is also possible to fully customise a portal to the specific needs of the business. Each template contains several configurable site settings and styles to modify visual elements within the site. Defining a theme comprises of a custom background style, text colour and layout width to ensure the Web Portal is reflective of your corporate brand identity. The ready made, pre configured portal templates can also be further customised.
This is the most popular form of pre-configured portals. The self-service portal allows customers or contacts to login and create cases, view cases that they have created for themselves or view cases that may have been created for them by another user. Key features that come with this include Support, Case Management and ability to subscribe to forums.
They also provide a Knowledge Base feature, the Knowledge Base is a repository of information that consists of categorised articles useful to the portal user which also help to reduce support costs.
This Portal is pre-designed to allow your Partners or Vendors to access opportunities that are assigned to them. System admins can choose for several page templates that can help to sell your products or services. Key features include Partner on-boarding capabilities and integration to Microsoft Dynamics 365 for Project Service Automation (PSA) and/or Field Service.
These Web Portals allow system administrators to setup an informal, conversational, thread-based communication portal for a particular group of stakeholders. Key features include Forums, Blogs, Ideas and Thread Management.
This template allows for the majority of entities within your Microsoft Dynamics 365 solution to be exposed to whoever needs to view these. Customisation tools are provided within Microsoft Dynamics 365 and the Portal itself. Key features include Workflows, Web Notifications and Feedback.
This Web Portal works in a similarly to the Customer Self-Service Portal except it is more employee-centric – similar in many ways to an intranet. It enables employees (with or without existing Microsoft Dynamics 365 licenses) to browse through knowledge-based articles, ask questions, and provide comments or feedback on certain topics.
In October 2018, Microsoft made it obligatory to have at least 10 Enterprise user licenses of Microsoft Dynamics 365 Customer Engagement Plan, applications or a combination of them in order to have access to one free included portal. However, additional portals can be purchased for a subscription rate of approximately £380.00 per month.
Stat source: Microsoft Whitepaper 2017/Microsoft Customer & Market Research 2017
Any successful Microsoft Dynamics 365 project involves a large amount of resource and planning and c...Read More