Types of Dynamics 365 Portals and Their Uses

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Types of Dynamics 365 Portals and Their
Uses Dynamics 365 has multiple types of portals.
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. Heres a
breakdown of the different Dynamics 365 portal
examples to help you make the right decision

• Customer Self-Service Portal
• Employee Self-Service Portal
• Community Portal
• Partner Portal
• Field Service and Project Service Automation
  Portal

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Major Types of Dynamics 365 Portals Customer
Self-Service Portal

• Customer Self-Service Portal helps you guide your
  customers even when you are not sitting at your
  desk. A streamlined knowledge base helps them
  get answers to their queries when they cannot
  reach the support staff. The basic availability
  of a webstore being 24/7, support or assistance
  should also be available 24/7.
• Such a self service portal encourages problem
  solving by providing relevant solutions without
  the intervention of your staff. This portal
  includes forums wherein customers can have
  discussions and there is community building
  through problem solving. Other interactions like
  polls, ratings and comments also help the
  company or organization get essential feedback.
• Employee Self-Service Portal

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• 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, and
  develop a community of their own.
• HR for Dynamics which is a self service portal
  for employees is an ef?cient platform that
  simpli?es tasks for everyone, especially HR and
  managers. Employees have the freedom to manage
  their exchange with the HR department regarding
  leave applications, activities, travel expenses
  or other expenses etc, right from within the
  portal. Apart from that, they can easily change
  personal information in case of any changes in
  their contact details or bank details.
• For the managers, this gives them the freedom to
  perform their managerial tasks. They can get
  their teams summary front and center, including
  each members leave details, salary, deadlines,
  certi?cation

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details etc. This helps them make a more accurate
analysis of the teams performance. Community
Portal
portals wherein portal
are primarily like like one. A

• Community community, community discussions,

a virtual
they function of an organization
invites polls,
blogs and articles, and enables

• ratings and provides a space for comments for
  feedback.
• Such a portal can encourage users to promote the
  organization as they become unof?cial
  ambassadors and in?uencers.
• Partner Portal

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• Partner portal extends a hand to your partners to
  bring them on to your organization in a more
  meaningful way. They can access various
  components with this like orders, invoices,
  payment history, etc., all the things that are
  relevant to their functions in the organization.
• This helps partners get an insight into lead
  distribution, deal and opportunity tracking, so
  they use that

feedback to improve their operations
possible. With account management
whenever capability,

• partners can update any relevant details, have
  access to their contract details etc.
• Multi-partner collaboration facilitates a number
  of partners to work together on a single
  opportunity. This way, all of them can get the
  sales and experience.
• The platform of partner lifecycle management can
  be used for recruitment and streamlines your
  operations of the partner channel.

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The partner portal also maximizes on deal
protection and authorization for discounts, and
bene?ts and gives vendors visibility in the
customer pipeline. This happens via deal
registration. Field Service and Project Service
Automation Portal

• Field service portal gives an all-around view of
  assets, invoices, work orders and agreements. It
  is available when customers purchase the Field
  Service, Project Service Automation or an
  Enterprise plan.
• The Project Service Automation portal, on the
  other hand, gives partners project information
  like bookable resources, quotes and invoices.
• How CRMJetty Can Help?
• So, you can see that there are different Dynamics
  365 portal examples available to pick from,
  based on use cases. Picking a portal from the
  available types of Dynamics 365 portals

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requires you to analyze your business
requirements. And CRMJetty can help you with
that. We provide different types of feature-rich
Dynamics 365 portals for different industries
like nonpro?t, education, insurance,
real-estate, ?nance, etc. In addition to that, we
also provide portal development services for
different use cases and users like vendors,
af?liates, partners, customers, etc. The process
we follow to develop is simple and transparent
throughout. First, our developer team gathers all
your feature requirements. Next, we check and
?nd out if our base product can cater to your
portal requirements with customizations. If not,
we develop a complete roadmap for a custom
solution for you and keep you posted about the
developments. Before ?nal delivery, we test it
for limitations and con?rm that the portal is
exactly like what you wanted. In the end, we
deliver the ?nal custom portal to the customer
and provide maintenance and support services as
well. We can help you ?gure out the portal that
meets your requirements and then customize one
to match your exact needs. Get in Touch
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Source https/ www.crmjetty.com/blog/dynamics365-
portal-add -ons/
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