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Archives / 2018 / March
  • Basic Understanding on Dynamics 365 Portals

    A Dynamics 365 Portal provides an online location for your audience to communicate and collaborate with ease. The core functionality of any Dynamics 365 portal is to allow access to CRM data for non-CRM users from anywhere and at any time. Dynamics 365 portals allow users to access the information they need such as support cases, knowledge base articles, community forums, product guides, and more easily from anywhere on the globe. All they would require is valid login credentials to access the portal which could be obtained from their CRM Administrator.

    Instances in which Dynamics 365 Portals can play a huge role for your organization

    • When your external users need to create data (like support cases, orders and custom data) in CRM but don’t have access to your CRM.
    • When your external users need to view CRM data (like product information, orders, invoices, project status, knowledge base articles, payment history, etc.) but don’t have access to your CRM.
    • When your external users want to update data in CRM (like user profile data) but don’t have access to your CRM.

    Why Dynamics 365 Portals?

    • Easy to use for non-technical administrators
    • Azure/AD integration
    • Easy set up and configuration
    • Social media integrations for authenticatio

     Dynamics 365 portals can be configured for both Online & On Premise CRMs for different versions of Dynamics 365. There are different types of   Dynamics 365 Portals, namely:

     1.Customer Self Service Portal: The Customer Self-Service Portal provides an additional support to organizations to guide their customers through     related help links and information for finding instant answers to their queries. This will reduce the wait time for the customers to get their issues fixed   and eliminating unwanted escalation tickets for the organization.

     

     2. Custom Portal: The custom portal is completely extensible and customizable. This portal can be used to create bespoke customer applications.     

     3.Community Portal: Community Portal is the place where you can join forums and discussions, share knowledge with community users, post articles and blogs, conduct polls, invite people for participation, etc.     

    4.Partner Portal: The Partner portal enables lead distribution and deal/opportunity tracking, and can provide account management capabilities. Partner portal provides multi partner collaboration on same opportunity to maximize selling.

    Partner Portal is again of two types, namely,

    •   Field Service Portal: The Field Service portal provides partners and customers with a 360-degree view of work orders, agreements, assets and invoices.
    •   Project Service Automation Portal: The Project Service Automation Portal  allows partners to view project information that includes quotes, invoices, and bookable resources.You can have both field service & project service automation features in single portal.

     5.Employee Self Service Portal: Employee Self Service portal doesn’t support external registrations. Using this portal,employees can build strong relationships within the organization for knowledge sharing and skill set improvement which will ultimately increase the business productivity.  

  • Enabling Visitor Tracking for Dynamics 365 Portal Pages

    By enabling visitor tracking for Dynamics 365 Portal Pages, you can track details such as page accessed, user name, IP address, date and time, via. web page logs. This information is very much useful for understanding the user’s content preference which will further help in doing targeted campaigns for relevant selling products and services.

    Steps to Enable Visitor Tracking for D365 Portal Pages​

    1. Login in to CRM.

    2. Navigate -> Main Menu -> Portals.

    3. Once the user clicks on the portal a window will be opened with all the web page record. Click on any of the web page record.

    4. Open web page for which you want to “Enable Visitor Tracking.”  For instance, let's consider Contact Us page.

    In Dynamics 365 portals, visitor tracking can be done page by page.

    5.  Then set “Enable Tracking” for this page (i.e., information form and content page form) as shown below.

    Information Form

    Content Form

    6. Access "Contact Us" page (for which page you have enabled tracking) from portal without login.

    As we have enabled visitor tracking for "Contact Us" page, an associated web log record will be created in the CRM. 

    7. Now open Advance Find and Check for Web Page Logs.

    Web page log records created in the CRM will be displayed.

    8. Open the record associated with your visit without portal login from the web page log.

    The opened record will contain information about the page accessed, user identity (this page was accessed with out login so this field will be empty), page accessed date, time and IP address.

    9. Now access the "Contact Us" page from portal with login credentials. An associated web page record will be created in the CRM.

    10. Do the Advance Find once again and search for Web page log. Now open the record that you have visited with login credentials.

    The record will contain information about which page accessed, user identity (this page with login credentials so this field will have your user name displayed), page accessed date, time and IP address. 

    For more help or queries, please contact salesteam@mtccrm.com

     

  • One of our own is recognized… ERP Financials Team Member as “Most Influential”

    Valarie Silvani has been named among top women influencers in the ERP space by Solutions Review for 2018.  Valarie works with our ERP group managing sales and marketing of financials through different media and channels. She plays a significant role in generating the leads to Accounting and Financial Analysis through web properties and social media platforms. See the listing here: https://solutionsreview.com/enterprise-resource-planning/the-top-women-influencers-in-erp-technology/

    Dynamics 365 TotalServ Pro (TSP) Financials solution pulls data from the same system as your sales, marketing, operations, customer service, and other business departments can engage, in one single system which in turn helps in getting a complete financial picture to make better business decisions.

  • How to Improve Dynamics 365 Portal Performance?

    It is always important to ensure the optimal performance of your Dynamics 365 Portal. But, sometimes when multiple users are trying to access your website at a particular instant, they may experience the slowness in performance of the site leading to bad experience. In order to avoid such an unwarranted scenario, MTC has come up with few useful tips whose adoption will ensure the optimal performance of your Dynamics 365 Portal. 

     

    Tip#1 Enable Footer and Header Cache

     

    The following site settings are available and are set to “True” by default to support this functionality.

    • Header/OutputCache/Enabled: Set the value to “True” to enable output caching for header
    • Footer/OutputCache/Enabled: Set the value to “True”  to enable output caching for footer

    Note 1: Unless customer themselves placed dynamic content in Header/Footer.

    Note 2: For a new user, output caching is enabled by default.  

     

    Tip#2 Disable Tracking Feature on Web Page and Web File

    • Make  sure Tracking feature is disabled for both Web Page or Web File
    • Check that there are no Web Pages or Web Files using a “Yes” value in Enable Tracking column (use Advanced Find for this):

    Web page:

    Web File:

     

    Tip#3 Disable Change Tracking on Web Page and Web File Entity

    • Disable Change Tracking on Web Page and Web File entity

    Web Page:     

        

      Web File:

    • Check that webpagelog and webfilelog entities are not enabled for Change Tracking.

    Webpage log:

    Webfile log:

    • Change tracking feature in Solutions area “Save and Publish” should be done once the changes are made.

    Tip#4 Disable Login Tracking

    • Make sure that Site Setting record (Ex: LoginTrackingEnabled record) is either not present or set to false.
    • This setting is off by default as it is not shipped as part of the out of the box templates.

    • Make sure you are not changing records related to website entity in CRM frequently. Also make sure you are not updating contacts or webroles on the fly or in bulk.
    •  If you are using webforms, then there is a known performance issues in it where moving from one page to next can be slow. This issue is tracked to be fixed in our upcoming release.