Types of Dynamics 365 Portals and Their Uses

1. Types of Dynamics 365Portals and TheirUses Dynamics365hasmultipletypesofportals.Each portal serves its own unique purpose. The one that you need will depend on the use case you have. You can choose the portal that addresses your exact pain points. Here’s a breakdown of thedifferentDynamics365portal examplestohelp you make therightdecision: • CustomerSelf-ServicePortal • EmployeeSelf-ServicePortal • CommunityPortal • PartnerPortal • FieldServiceandProjectServiceAutomationPortal sales@crmjetty.com

2. MajorTypesofDynamics365Portals CustomerSelf-ServicePortal • CustomerSelf-ServicePortalhelpsyouguide your customersevenwhenyouarenotsittingatyourdesk. A streamlined knowledge base helps them get answers to their queries when they cannot reach the support staff.The basic availabilityof a webstore being 24/7, supportorassistanceshouldalsobeavailable24/7. • Such a self service portal encourages problem solving byprovidingrelevantsolutionswithout the intervention of your staff. This portal includes forums wherein customers can have discussions and there is communitybuildingthroughproblemsolving.Other interactions like polls, ratings and comments also help thecompanyor organizationget essential feedback. • Employee Self-Service Portal sales@crmjetty.com

3. Employee self-service portal can be used as an internal space for employees to share knowledge, manage their tasks, and have certain interactions with the CRM. They can use it to access answers to FAQs,give feedback, anddevelopacommunityoftheir own. • HRforDynamicswhichis aselfserviceportal for employees is an efficient platform that simplifies tasks for everyone, especially HRand managers. Employees have the freedom to manage their exchange with the HRdepartment regarding leave applications, activities, travelexpensesor otherexpensesetc, right from withintheportal.Apartfromthat,theycaneasily change personal information in case of any changes in theircontactdetailsorbankdetails. • Forthemanagers,thisgives themthefreedomto performtheirmanagerialtasks.They cangettheir team’ssummary frontandcenter,includingeach members’leavedetails,salary,deadlines,certification sales@crmjetty.com

4. details etc. Thishelpsthemmakeamoreaccurate analysisoftheteam’sperformance. CommunityPortal • Community community, community discussions, portals wherein portal are primarily like likeone.A avirtual they function of an organization invites polls, blogs and articles, and enables • ratingsandprovidesaspaceforcomments for feedback. • Suchaportalcan encourageuserstopromote the organizationastheybecomeunofficial ambassadors andinfluencers. • Partner Portal sales@crmjetty.com

5. Partner portal extends a hand to your partners to bring themontoyourorganizationina more meaningful way. They can access various components with this like orders,invoices,paymenthistory,etc., allthe things that arerelevantto their functions intheorganization. • This helps partners get an insight into lead distribution, dealandopportunitytracking,sotheyusethat feedbacktoimprovetheiroperations possible. With account management whenever capability, • partnerscanupdateanyrelevantdetails,haveaccessto theircontractdetailsetc. • Multi-partnercollaborationfacilitatesanumber of partners to work together on a single opportunity. This way, allofthemcangetthe sales andexperience. • The platform of partner lifecycle management can be used forrecruitmentandstreamlinesyouroperations ofthe partner channel. sales@crmjetty.com

6. – The partner portal also maximizes on deal protection and authorization for discounts, and benefits and gives vendors visibilityinthecustomerpipeline.Thishappensviadeal registration. FieldServiceandProjectServiceAutomationPortal • Field service portal gives an all-around view of assets, invoices,workordersandagreements. Itisavailable whencustomerspurchasetheFieldService,Project ServiceAutomationoran Enterprise plan. • TheProjectServiceAutomationportal,on the other hand, gives partners project information like bookable resources,quotesandinvoices. • HowCRMJettyCanHelp? • So, you can see that there are different Dynamics 365 portal examplesavailabletopickfrom,basedonusecases.Picking aportalfromtheavailabletypesofDynamics365portals sales@crmjetty.com

7. requiresyouto analyze yourbusiness requirements. And CRMJettycan help youwiththat. We provide differenttypesoffeature-richDynamics365 portalsfordifferentindustrieslikenonprofit,education, insurance, real-estate, finance, etc. In addition to that, we also provide portal development services for different use cases and users like vendors, affiliates, partners, customers, etc. The process we follow to develop is simple and transparent throughout.First,ourdeveloperteamgathersallyour feature requirements. Next,we check andfind out ifour base productcan cater to your portal requirements with customizations. If not, we develop a complete roadmap for a customsolution foryouandkeepyoupostedaboutthe developments. Before final delivery, we test it for limitations andconfirm thattheportal isexactlylikewhatyouwanted. Intheend,wedeliverthefinalcustomportalto the customer and provide maintenance and support services as well. Wecanhelpyou figure outtheportal thatmeetsyour requirements and then customize one to match your exact needs. GetinTouch sales@crmjetty.com

8. Source: https:/www.crmjetty.com/blog/dynamics365-portal-add -ons/ sales@crmjetty.com