The Microsoft Dynamics CRM Platform Enhancement Discussion

  • What is Custom Portal?

    The custom portal is completely extensible and customizable. For example , if we need to manage projects of our organization we can create project portal and customize that portal according to our requirements. We use this portal to create our own customer applications.

    Note:

    èRegistered contact does not get any web role by default we need to assign web roles to contact according our requirements.

    èThis portal does not provide any case management, Knowledge Base, Forums like other portals.

    èThis portal provides Feed Back feature

    After installing custom portal into CRM, Home Page will look like below.

    Are you looking for D365 portal configuration, customization and support? Make no mistake, MTC can get your job done in quick time and at affordable rates.

    Use the form below to either comment about this blog or let us know your business requirement.

  • What is Community Portal?

    You can create a robust community using the Community portal by enabling discussion forums. Blogs and article creation using polls, ratings, and comments to capture feedback and collecting ideas while sharing idea outcomes.

    Default Features in Community Portal

    èFeedback

    èBlogs (This is the special feature we will get in community portal)

    èForums

    èIdeas (This is the special feature we will get in community portal)

    èKnowledge Base

    èSupport

    After installing community portal into CRM, Home Page will look like  below

    Are you looking for D365 portal configuration, customization and support? Make no mistake, MTC can get your job done in quick time and at affordable rates.

    Use the form below to either comment about this blog or let us know your business requirement.

  • What is Customer Self-Service Portal?

    Customer Self-Service Portal is used to provide any type of data to your customers including product and service information, videos describing how to use products, and answers to frequently asked questions. Customer Self-Service Portal delivers an additional support to organizations to meet their customers to quickly answer their questions with the device of their choice. Using Customer Self-Service Portal we can restrict customer access to knowledge articles based on content access levels. With a self-service portal, customers receive the support they desire, access to discussion forums that build customer loyalty, access to their support entitlement data, and the ability to provide organizations with feedback through polls, ratings, and comments.

    Default Features In Customer Self-Service Portal:

    èFeed Back

    èKnowledge Base

    èForums

    èSupport

    èCase Managemen

    Note:

    No web role is associated by default to contact created from Customer Self-Service Portal.

    After adding Customer Self-Service Portal, we will get portal like below.

    Are you looking for D365 portal configuration, customization and support? Make no mistake, MTC can get your job done in quick time and at affordable rates.

    Use the form below to either comment about this blog or let us know your business requirement.

     

  • What is Employee Self-Service Portal?

    Employee Self-Service Portal empowers the employees, by providing secured access to the portal. Using this portal employees can build communities within the organization and they can post the questions and get the answers. Because of this they can improve their knowledge and skills this will increases the production. Using this portal employees can share their views and feedback. Employee Self-Service portal uses only Azure AD authentication for user access who should be users of that particular organization only. We can’t register into portal or we can’t change the password we have to use the Dynamics CRM login credentials for logging in into Employee Self-Service portal.

    An example of an employee self-service task is managing internal processes such as account management, human resources assistance, IT helpdesk, and facilities requests.

    After Adding portal in the Employee Self-Service Portal, will look like below.

    Default Features in Employee Self-Service Portal:

    èFeedback

    èKnowledge Base

    èForums

    èSupport

    èCase Management

    èAzure AD Authenticatio

    Note:

    Employee Self-Service portal provides administrative web role by default when we login with Dynamics CRM default admin credentials. When we want to create another login credentials then we need to create separate user in the Dynamics CRM. The user created by us can’t have administrative permissions by default. If we want to have administrative permissions then we need to add administrator web role to that user.

    Are you looking for D365 portal configuration, customization and support? Make no mistake, MTC can get your job done in quick time and at affordable rates.

    Use the form below to either comment about this blog or let us know your business requirement.   

  • 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.