Benefits of Using Dynamics 365 Portal

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Benefits of Using Dynamics 365 Portal
The general dislike towards haggling with
customer support and regulatory agencies is
well-known. As such, who likes overwhelmingly
endless forms, long wait times, and queues for
fulfilling their demands? If you think that these
processes are frustrating just for the
customers, you might be wrong. The employees who
need to manage the flow of the application and
process them well are even more flustered.
Thanks to digital transformation and advancements
in cloud technology, you can digitalize the
customer support process. And portals make it
even better. You can connect
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with your customers and manage their data by
having control over it. It makes customers
happier and enables agencies to work with better
efficiency. They want a solution that is
efficient, easy to use and. Thats where
Dynamics CRM Portal comes in. It makes the task
of managing documents, cases, schedules,
accounts as well as order sheets absolutely
seamless! Also, it just doesnt process your
database but also keeps all the records in
detail. Lets check out some of the features of
the Dynamics CRM Portal and its
benefits Easily Configurable
User-Friendly DynamicsCRM Customer Portal
intends to extend the basic functionality of MS
Dynamics CRM and make it all-inclusive. Apart
from the compact layouts, there are organized and
stacked elements on the dashboard. With the help
of it, users can navigate the portal
seamlessly. Now, lets talk about the
configuration part. This portal plugin can be
deployed rapidly. They are ready to use and will
start running in a matter of a few minutes. As an
Admin, you just need to sign into the system and
follow the configuration steps.
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Solve Problems Easily As a business owner, your
biggest goal should be to eliminate the gap
between the problem of your customers and fixing
them. And you would want this process to be
hassle-free. With the help of Dynamics CRM
Customer Portals ticketing system, you can not
only process your database but also keep all the
records in detail. One of the major benefits of
this portals ticketing system is that it
enables CRM users to communicate with customers
without sending them long emails or haggling with
them over calls. You would also be able to
manage cases, documents, schedules and accounts
with utmost ease and save a lot of
time. Dashboard with Power BI integration The
Dynamics Portal dashboard can fetch data from
Power BI which helps significantly because you
can get customer insights directly on the
dashboard. It has an intuitive user interface
and offers seamless navigation. These insights
help you get quick insights which in turn help
you take action based on them. Power BI
integration elevates the default portals
dashboard and you can make use of this for better
productivity.
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Sharepoint Integration for Document
Management Sharepoint integration makes it much
easier for you to share documents internally
with your employees directly from the Dynamics
CRM portal. It helps you collaborate seamlessly
across the board. Collaboration on such native
level in the portal enhances your workflow. Keep
Your Data Safe If you have a business, you must
understand the importance of data security. And
here, we are talking about your customer data.
The best part about this portal is that the data
stays in your Dynamics CRM and gets processed
there itself. So, there are no data leaks or
breaches. Final Thoughts Its time to get over
the traditional help desks and call centers.
With all the above-mentioned benefits and many
more, this Portal plugin is sure to make you and
your customers smile. Your portal should enable
you not restrict you. Source h
ttps//www.crmjetty.com/blog/dynamics-crm-portal-b
en e fits/
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