Key aspects of CRM implementation in the company
Implementing a CRM system into a company requires a balanced approach and a strategy that will…Read more
Portals
Portals
Portals are part of the Microsoft Power Platform and allow businesses to create personalized websites with minimal knowledge in code and help users to cooperate with Microsoft Dynamics 365 data and capabilities. Portals directly integrate with Dynamics 365 and display data from the system in public
Portals is a special kind of application that is created and run in Power Apps with the help of a simple constructor. Portals allow users outside the organization to log in with different credentials, create and view data in Microsoft Dataverse or view content anonymously. Previously this function was offered only as an add-on to customers service app (Dynamics 365 Field Service, Dynamics 365 Customer Service, Dynamics 365 Marketing and Dynamics 356 Project Service Automation) but now available as a stand-alone solution
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Microsoft Power Platform Portals using abilities
Quick Start
Use Microsoft Power Portals to create solutions for the business quickly and efficiency
Professional look
Adaptive and attractive look, matching the company brand, similar to website
Adaptive Web Sites
Out-of-the-box portal templates and adaptive themes, that you can create and manage content without code knowledge and create portals in your brand design
Intuitive understandable interface
After portal creation for the different tasks, administrators can easily update content and download new resources due to clear interface
Secure Interaction
The data you exchange through portals remain safe due to the use of up-to-date methods of information protection
Interaction with external clients and partners
Ability to provide secure access to your data to the partners and clients, configure data for each user and allow users to send their information confidentially through simple administrative tools
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Microsoft Power Platform Portals Advantages
A number of pre-configured templates
Ready-made templates and adaptive themes that you can personalize to match the look of your brand
Data integration
Combine your data and transfer it from the applications you use, including Power BI and Power Automate Microsoft Dataverse
Wide range Functionality
The ability to add shapes, snapshots, lists, dashboards to portals to increase the value of each interaction
Work with portals
Portals are an easy way to communicate with your clients and show them the additional value the business doing with you
Self-service portal
Ability to organize the process of clients’ self-service. This feature reduces the workload on technical support and sales department, increases customer’s satisfaction
Innovations
Constant product development, innovative solutions, functionality that allows you to create solutions without the programmer involvement. Through automated registration of applications for cooperation
We chose Misrosoft Dynamics 365 based on the platform's capabilities to solve our current tasks, but not limited to them. We started with sales automation and plan to expand the system with new modules, respectively, to automate other processes within our company
When choosing a solution, we were extremely interested in such indicators as the modernity and flexibility of the platform, openness to integration, scalability and quick launch of the system. The adaptation of our specialists to work in Dynamics 365 Sales and to the functionality of the system was quite easy, the solution turned out to be quite ergonomic and convenient for end users.
With the implementation of Dynamics 365, interaction with customers has been greatly simplified: we respond to their requests much faster and more efficiently, which helps maintain a high level of service and constantly increase customer satisfaction with our company.
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