1 / 8

How to Install the Default Portal Add-On for Dynamics 365

Step-by-step installation of Dynamics 365 default portal along with the third party option of a portal with WordPress integration for customization options.

CRMJetty
Download Presentation

How to Install the Default Portal Add-On for Dynamics 365

An Image/Link below is provided (as is) to download presentation Download Policy: Content on the Website is provided to you AS IS for your information and personal use and may not be sold / licensed / shared on other websites without getting consent from its author. Content is provided to you AS IS for your information and personal use only. Download presentation by click this link. While downloading, if for some reason you are not able to download a presentation, the publisher may have deleted the file from their server. During download, if you can't get a presentation, the file might be deleted by the publisher.

E N D

Presentation Transcript

  1. How to Install theDefault Portal Add-On for Dynamics365 When it comes to integrating a customer portal, it is important to take into consideration that it is one that fits well into the workflow of your business. You should also take care that it functions smoothly with your Dynamics CRM. It should be fast, secure, customizable and with a range offunctions. Dynamics 365 has a neat portal solution. Since it is an Add-on solution, you need to take certain steps to add it to your CRM, and then install it. Here’s a step-by-step guide forinstallingtheDynamics365defaultportalAdd-on: sales@crmjetty.com

  2. Installing theDefault Portal Add-On for Dynamics365 • StepstoinstallDynamics365defaultportaladd-on: • Step1:SignintoMicrosoft365admincenter. • Step 2: From the navigation column on the left, select Show all -> select All admincenters. Step 3: From the list of all admin centers, select Dynamics 365. Step 4: On the Dynamics 365 Administration Center page, select the Applicationstab sales@crmjetty.com

  3. Step 5: Click on Portal Add-On under Manage applications. Portal Add-On is set to ‘Not Configured’. Now click on the Managebuttonontherightside. Step 6: In the General Settings section, enter a Name and other details like Type (Trial or Production), Portal URL for yourportal. sales@crmjetty.com

  4. Step 7: Select a Dynamics 365 instance from which you can install a portal, selectlanguage. Step 8: Select Portal Audience & Portal to be deployed & submit Itmighttaketimetoconfiguretheportal. Step 9: Once the portal is created, you can see the Base PortalURL.ClickonittoseeyourDynamics365Portal. sales@crmjetty.com

  5. Afterportalinstallation,anewtilewillbeaddedinDynamics 365 called“Portals”. If you want more flexibility, and want to go deeper into the features that a portal can provide, then you can look at a third party integration. Here’s a brief introduction to Dynamics 365 WordPress CustomerPortal: sales@crmjetty.com

  6. Dynamics 365 WordPress Customerportal • Dynamics 365 WordPress customer portal is a convenient third party solution for enhancing your customer service. It providesanumberoffeaturesthatareeithernotavailablein thedefaultportalorhavecertainlimitations.Ifyouaretogo deeper into why to use this third party solution, here are a fewreasons: • Secure andscalable: • Security cannot be something anyone should compromise on. But that doesn’t mean that the secure option limits you to a certain number of users. Your portal should be able to scale with your expanding customer base instead of limiting you due to highcosts. • Multi Languagesupport: • Any portal ought to be available in multiple languages. This helps establish connections and trust with your customers. Having anything in the language that one speaks in, aids in the buyingdecision. sales@crmjetty.com

  7. Credentials forusers: • Generatingcredentialsforahugenumberofpeopleisapart of the ecommerce business. It shouldn’t be a hassle nor should itbe a major cost. • Customization: • A portal has to reflect the style of your website. Since this portal is integrated with WordPress, you have the freedom to customize it. Configure a layout of your choice based on the modules you want. Have a dashboard of your design for whatyouthinkyourcustomerswantupfront,etc. • Casemanagement: • If the portal can handle cases, it would reduce a lot of work that your staff has to do. There would no repeated queries and customers would be able to find what they are looking for instead of raising a ticket for an issue that has already beensolved. • The purpose of a Dynamics 365 WordPress Customer Portal is how it helps you in providing support to your customers. A third party solution brings more options for you as compared to the default option. It can offerequivalent sales@crmjetty.com

  8. security, plus more customization options in line with your website. Once you go through the differences and discern what you need in your workflow, it will be easier to decide whatyouwanttogowith. Source: https://www.crmjetty.com/blog/how-install-the-default-p ortal-add-on-dynamics-365/ sales@crmjetty.com

More Related