Certified Microsoft Gold Partner

Dynamics 365 Portals

- Securely connect with customers across channels
We empower your business to securely connect with customers, partners, and employees across channels.
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Highly Flexible
Highly flexible and customizable for your unique needs
Innovative
Increase your efficiency with our unique approach
Increase Sales
Boost your sales with our unique software features
User Friendly
The ultimate User-Friendly portal solution
Automate your processes and boost productivity
We provide a single point of access to all the information your team needs- from important company documents to the latest project updates. And by automating processes and facilitating collaboration, we help your team work smarter not harder.
Automate Your Processes And Boost Productivity
Consistent experience across all channels
Our customer experience portals provide a personalized, consistent experience for your customers across all channels. This means that they can easily get the help they need without having to start over or contact you in multiple ways.
Consistent Experience Across All Channels
Automate your processes for efficiency
Our portals can help you automate processes and consolidate systems, which will drive down your operational costs.
Automate Your Processes For Efficiency
Get the information you need to create great content
Our Data Connector tool makes it easy to connect to any of your data sources in minutes. With our connector, you'll get the information you need quickly and easily so you can focus on creating great content for your portal pages.
Get The Information You Need To Create Great Content
FAQs
  • Microsoft Dynamics 365 Portals is a product that allows organizations to create websites that provide access to internal business data and applications. The portals can be used for various purposes, such as customer self-service, partner collaboration, or public-facing websites.

    Dynamics 365 Portals is built on the Microsoft Azure platform and uses industry-standard technologies such as ASP.NET MVC, Bootstrap, and jQuery. It also leverages Microsoft Dynamics CRM/Dynamics 365 as its data source, allowing organizations to quickly surface customer data within the portal experience.
  • No, Dynamic 365 Portals will not replace your organization's website. Portals are designed to provide a self-service experience for your customers and partners – they are not meant to replace your public-facing website completely. While it is possible to use Portal capabilities to build a website, we recommend against this approach as it would likely be more costly and time-consuming than building a traditional website.
  • To activate Dynamics 365 Portals, you must first have a subscription to Dynamics 365. Once you have a subscription, sign in to your portal and go to the Settings page. From there, select the licenses tab and then click on the "Activate" button for Dynamics 365 Portals. Once you have done that, your portal will be live, and you can begin using it!
  • Portals can be used in Dynamics 365 to provide self-service access to information and applications for customers, partners, and employees. They can be used to provide web portals, extranets, and internet sites that give users a personalized view of the data and applications that are relevant to them. Portals can also be used to host web pages, documents, reports, dashboards, and other content.
  • The Dynamics 365 customer portal is a web portal that provides self-service access to your organization's Dynamics 365 data and resources. It offers a personalized experience for each user, with role-based access to the data and resources they need.

    The customer portal can be used to view and edit data, submit orders, check the status of orders, view invoices, and more. And it can be customized to match the branding of your organization's website. Users can access the customer portal from any device with a web browser.
  • There are a ton of different industries out there, and all of them have different ways of using the Dynamics 365 portal. Some industries use it for customer management, while others use it for sales and marketing purposes. There are also some industries that use the portal for both customer management and sales and marketing purposes.

    No matter what industry you’re in, there’s a way to use the Dynamics 365 portal to help your business succeed.Customer management is one of the most popular uses for the Dynamics 365 portal. A lot of businesses use the portal to keep track of their customers and their contact information. They can also use the portal to create customer profiles and segment their customer base. This helps businesses send targeted