Portal Solutions for your Partners and Customers

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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
Microsofts 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 s
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function of a portal is to bridge the gap between
companies and customers. Going further, lets
see Dynamics customer portal and partner portal
in brief What is Dynamics 365 Customer
Portal? Dynamics customer portal bridges the gap
between customers and companies. It provides
access to exclusive content, chat, support,
knowledge base, and many more things. 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
dont 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.
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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.
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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 companys
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
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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 contacts, and select
relationships between contacts and
entities. 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
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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-dy
namcs-365 -portal-solutions-for-your-partners-cust
omers/
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