Dynamics 365 Portals

Connect with your customers, suppliers, or employees through Dynamics 365 Portals

Portals

Applications for sharing data with non-CRM users through web portals without additional licenses purchase.

  • Website platform deeply integrated into Dynamics 365
  • Extend your CRM to the web for external customers and partners
  • Extensible and Configurable platform – all data in Dynamics can be published in the portal by external users

Predefined Customer
Engagement Scenarios

Self-Service Customer Portal

Case Management

Knowledge Management

Discussion Forums

Partner Portal

Customer Management

Account & Opportunity Management

Offer Generation

Product Catalogue

Community Portal

Discussion Forums

Case Management

Ideas

Blogs

Event Portal

Registration & Attendance Fee

Agenda & Programm

Schedule

Hotel Reservations

General features

  • 43 languages and globally available in all Dynamics 365 data centers
  • Prebuild Authentication Authorization directly in the portal via Dynamics 365
  • Profile Management and Personalization
  • Content Management & Branding
  • Accessible, HTML5, Responsive Design

Portal Architecture

  • Portal Communicates to CRM as an Azure AD application created in customer’s tenant during provisioning of Portal
  • Authorization is done at Portal layer using Web Roles defined for Portal user (CRM contact)
  • Portal definition is stored in CRM in Portal entities like Website, Webpages, etc.
  • One Website record in CRM logically represents a website running on Portal
  • Portal code picks the correct record to render using website binding record present in CRM
  • Each Portal template comes with a complete website and will create one website record per language

Customer Quotes

“LLP helped us to improve some of our business processes and to optimise our use of Microsoft Dynamics CRM. Thanks to that, we developed a more systematic approach to sales management. We also collected a great deal of market data, which, in turn, our sales team were able to use greatly to boost both sales and client satisfaction.”

“LLP team managed to solve all the problems that we were facing. The standard solution was tailored to fit all our needs. Where I see the key benefit is the team’s complex view on customer relationship issues.”

“Microsoft Dynamics CRM came as a really nice surprise. It was able to meet our most detailed and particular requirements. The perfect example of a tailor-made solution.”…”We were favourably impressed that we found not only a technology partner but also an experienced and strongly motivated business and marketing mentor.” “Management always wanted to know what was going on in the company. Microsoft Dynamics CRM made this possible, and, thanks to LLP’s professional service and their commitment, it became an effective and precise business management tool.”

“Skanska Reality a.s. has implemented a sophisticated CRM system with the aim of optimizing agent and customer communication and to streamline its processes. A three-stage tender process led to the selection of LLP Group for the implementation of this project because LLP Group was the only company to demonstrate specific know-how in the field of apartment sales and proven ability to customize the system to meet the firm’s complex business process requirements.”

“I was in a close contact with LLP while coordinating the whole CRM implementation project on behalf of MEGA. I can claim that the implementation was professionally managed and we did not need to worry about meeting deadlines in any phase of the project. Also, specific amendments to the CRM system based on our company requirements were dealt with continuously and to our satisfaction.”

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