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A secure and dependable access to all resources for your Customers, Partners and Employees.
Reduce overhead costs and streamline enhanced communication in an automated ecosystem across the organization. Microsoft Dynamics 365 Portal will get you a synchronized knowledge base with a wealth of information. Setting up a Dynamics 365 portal on premise will give your employees, partners or customers the much-needed access to information, such as support cases, knowledge base articles, community forums, product documents and beyond.
With all applications in the cloud, enable your team to work within an updated, stable and competitive business platform and avoid additional investments and cumbersome implementation for ongoing projects.
Customized Web-based Microsoft Dynamics Portals mapped to your processes
Ongoing support with a Microsoft Certified Support Team
Broad Industry Experience
Certified and Compliant BPM
Expertise in MS SharePoint and Power Platform
To get a more complete picture of how Beyond Key can align with your digital transformation journey, get in touch with one of our certified Dynamics CRM 365 portal development experts and explore how Microsoft Dynamics 365 Portals can help you realize your goals – and sign up for a free trial today!
Microsoft Dynamics 365 portal is basically a website that is connected to your Dynamics 365 system like CRM. It allows customers, partners, and employees to access specific info from your CRM online through a secure website.
The Dynamics 365 Customer Engagement Plan is a subscription-based offering tYes, Dynamics 365 has a customer portal which is great for self-service. It allows customers to view their orders, track shipments, find answers to common questions in a knowledge base, and even chat with an agent if they need help.hat includes access to the full suite of CRM applications within Dynamics 365, such as Sales, Customer Service, Marketing, Field Service, and Project Operations.
To create a portal, first, you need to have Dynamics 365. Then you can use the portal templates it provides to get started quickly. You can customize the pages and forms as per your needs. Our team at Beyond Key can help set it up for you the way you want.
Some major benefits are better engagement with customers and partners, improved collaboration, and reduced pressure on support teams. Your customers can help themselves most of the time which improves their experience. Partners can seamlessly view joint project info as well.
The key functionality includes interactive web pages, the ability to access files, using CRM data through lists and forms, creating communities, and more. It integrates well with Dynamics 365 modules like sales, marketing, and service so you have all data in one place.