5 Types of Dynamics 365 Portals

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5 Types of Dynamics 365 Portals
Portals have become an indispensable part of the
business. They allow employees, members, and
customers to achieve their tasks and interact
with the business. They also help everyone to be
self-suf?cient and stay up-to-date with the
latest news and updates. And that, too, without
external support.
But do you know there are different companies and
types of portals to choose from? For instance,
you can select a Dynamics 365 Portal or a
Salesforce Customer Portal.
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• Next, depending on the audience, you can choose a
  particular type. For example, you can select a
  Dynamics 365 customer portal for customers. You
  can then decide the services you want to
  provide. Some of those include support for
  issues, search knowledgeable databases,
  collaborate with teams and communities, or learn
  more about products and services.
• If we talk about Dynamics 365, it has ?ve main
  types of portals. You can choose one based on
  your use case.
• Heres a breakdown of the different types of the
  Dynamics 365 portal.
• Customer Self-Service Portal
• Its also known as a Dynamics CRM Customer
  Portal. It enables your customers to manage
  information independently. They can generate
  tickets and get answers to their queries without
  reaching you. If they need help, they can chat
  with the support staff directly from the portal.
  They can access the knowledge base to learn about
  the product or other information.
• Along with this, the portal provides customers
  with 24-7 self-support. It includes forums where
  customers can

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• discuss and solve one another queries. Customers
  can also build a strong community in
  problem-solving.
• The other features of the Dynamics 365 Customer
  Portal include polls, ratings, and comments.
  Businesses can use it to get feedback. With it,
  they can help customers with reliable solutions.
• Employee Self-Service Portal
• This portal acts as an internal space for
  employees to manage their tasks, share
  knowledge, or interact with CRM. They can use it
  to give feedback, access answers to FAQs, or
  develop a community of their own.
• If you want to equip your employees with a
  portal, you can go for HR for Dynamics. It is a
  self-service portal that simpli?es employees
  tasks, HRs and managers especially.
• Employees can use it to manage their activities
  with the HR department. For example, leave
  applications, activities, travel expenses, etc.
  Apart from this, they can update their personal
  information, including contact and account
  details.
• Managers can get their teams details right on
  the screen. They can know about their leaves,
  salary, deadlines, tasks, attendance, and
  everything else.

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• Community Portal
• These kinds of portals are like a virtual
  community. Everyone can gather, discuss, and
  share their opinions here. The highlights of
  this portal are blogs and articles, discussion
  invites, polls, ratings, and a space for
  comments.
• This type of portal is best for brand building.
  It encourages users to promote organizations by
  being unof?cial ambassadors and marketers.
• Partner Portal
• A partner portal helps you provide your partners
  a space to access various business components.
  These components can be invoices, orders,
  payment history, or something else. They can get
  insights into lead generation, deals tracking
  and can use it to provide proper feedback. They
  can also update the details and access their
  contract details.
• Partners can use a multi-partner collaboration
  feature to work with a number of partners. They
  can get all the sales information at one time.
• You can also use partner lifecycle management for
  recruitment.

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• Overall, it would maximize deal protection and
  give vendors visibility in the customer
  pipeline.
• Field Service and Project Service Automation
  Portal
• A ?eld service portal gives detailed information
  about the assets, invoices, work orders, and
  agreements. It is available with Field Service,
  Project Service Automation, or an Enterprise
  plan.
• Project Service Automation Portal provides
  partner project information such as bookable
  resources, quotes, and invoices.
• Summing Up
• These are the important types of Dynamics 365
  portals. No matter what your industry is, you
  can always bene?t from a portal. But the glitch
  is that you ?rst need to identify your business
  requirements. You need to decide whether you
  want a Dynamics CRM customer portal or a Partner
  Portal. Then the issues you want it to tackle.
  Like, if you want to build a brand, a community
  portal would be best, and so on.
• If youre still unsure, talk to an experienced
  portal development company. They can help you
  solve that dilemma.

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