Learn to efficiently manage Dynamics 365 portal.

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Learn to efficiently manage Dynamics 365 portal

• 353 1 886 5684
• 44 121 285 5684
• info_at_targetintegration.com

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Who we are?

• Established in 2008 with a vision
• Every Business Should be able to Leverage the
  Full Power of their Business Insights
• Offices in
• Dublin (Ireland) - HQ
• Birmingham (UK)
• New Delhi Mumbai (India)
• Development Centre in Thessaloniki (Greece)
  providing a perfect mix of quality and value

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What do we do?
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Learn to efficiently manage Dynamics 365 portal
Let see how it works..
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Learn to efficiently manage Dynamics 365 portal

• Often the work demands the enterprises
  extend outside their CRM community, sharing
  selected information with the non-CRM users. It
  is usually with the aim to extend advanced
  features to the users that are not provided by
  the standard CRM. Well, in such scenarios, Web
  Portals can come to the rescue.
• Now, what really is a Web Portal? Well,
  a Portal is a webpage front-end, interacting only
  with those parts of your organizations CRM
  system that you want outside of the organization
  to access. CRM portals allow to create a
  customized branded system with the multiple
  different security permissions depending on the
  user. It is useful in building a bridge, which
  will connect your enterprise with your customers
  partners, allowing them to empower the business
  communication and to create meaningful and
  profitable relationships with the customers.
• However, be careful to not commit the
  mistake of confusing your Portal with your
  Website. The purpose of Dynamics 365 is not to
  substitute, but it is instead to co-live with it,
  increasing your online presence beyond homepage
  and driving customer satisfaction. Moreover,
  Portal can be created in such a way that it
  reflects the same look and feel of your
  enterprises branding.

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How having a Portal can be a game-changer for
your organization?

• If you are looking for an increase of expertise
  in the web engagement, membership, knowledge
  case management, profile, self-service
  capabilities to your Microsoft Dynamics 365, then
  it can be very well achieved via a portal for
  Dynamics 365.
• Using a Dynamics 365 portal will allow your
  enterprises external users to
• Register for events/programs
• Display the information from several sources in
  just one place
• Easily access information in the real-time
• Allows to update the account information
• Design a Knowledgebase
• Enables advanced search capabilities across the
  platform
• Information can be accessed based on the users
  security profile
• Submit the support cases/order view submitted
  information
• Receive notifications
• Enable Customer Self-Service
• Pay bills See their invoices

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Custom Designed Portals vs. out-of-the-box CRM
Portals

• As you decide to go for a Portal for your
  Dynamics 365 installation, two alternatives can
  be considered
• Custom designed, or
• ii) Out-of-the-box CRM Portals.
• Implementing Microsofts pre-configured CRM can
  be a good option. This native portal is ready to
  be used with your main Dynamics 365 modules
  (marketing, customer service, sales). Also, if
  your enterprise is a CRM online customer, then
  you can even benefit from a free portal with your
  subscription. With a Dynamics 365 Enterprise
  subscription, you are likely to have Dynamics 365
  portal license immediately available. 
• On the other hand, for your organization to use
  Microsoft Dynamics 365 on-premise solution, you
  would require a more complex tool than this
  out-of-the-box CRM portal, so to cover non-CRM
  related workload of Dynamics 365. In such a case,
  a Portal can be custom-developed. This could be
  anything from the customer to support-related and
  can be customized as per the business
  requirements. You can choose to build and
  maintain the portal in-house and then integrate
  it with your Dynamics 365.

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Final Note Ultimately, Dynamics 365 Portal can
be just great for use in case your enterprise
needs to reach to the external users. In such
scenario, Dynamics 365 would make the CRM
experience of these external users better
easier while they can also enjoy associated
benefits as a business. The many benefits
comprise of increased revenue opportunities,
growth sales, customer segmentation targeting,
satisfaction with customers partners, improved
communication, reporting features to help
communication, marketing campaigns and
decision-making, and a lot more. To seek
assistance for Dynamics 365 Portal, get in
touch!!!
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Why us?

• Business automation using technology
• Innovative vendor agnostic solutions
• Experience of working in multiple sectors
• Practical approach to technology

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Customers
Our Success Stories Are Our Satisfied Clients...
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Contact Us

Dublin, Ireland 353 1 886 5684 Birmingham, United Kingdom 44 121 285 5684 Gurgaon, India 91 98117 97554
www.targetintegration.com info_at_targetintegration.com www.targetintegration.com info_at_targetintegration.com www.targetintegration.com info_at_targetintegration.com