Microsoft Dynamics 365 (CRM Online) Portal Functionality

Posted by Christian Hurley on February 9, 2017


Create a 24/7 communication experience for your customers easily and without any development costs - the Dynamics 365 portal.

Now available for Dynamics CRM online clients, you can quickly create portals for:

  • Customers
  • Employees
  • Communities
  • Partners


Why create a customer portal?

Everyone is doing it now days.  You visit any big website and there is a sign in area.  Microsoft is helping us to stay competitive.  With the Dynamics portal functionality, your customers can:

  • Create and review support cases
  • Place orders
  • View invoices
  • Update contact information
  • Get requested information
  • Securely communicate with you when they want
  • And much more

 

How do I build a portal?

Microsoft has made building these portals easy by having templates available to use.  Then, the custom application builder will walk you thru setting up whatever portal(s) you choose. 

As for customer access and security, the Dynamics 365 Portal allows you define access and security right in their Dynamics CRM contact.  Plus it’s easy to set up with the portal admin area.

 

If you are interested in elevating your customers experience interacting with your company, you should definitely consider Dynamics 365 Portal. 

Send us an email at Support@Crestwood.com and we can help you get set up with the Dynamics 365 customer portal.

 

Additional Notes:

  • Microsoft Dynamics CRM Online 2016 Update 1 is required for this solution.
  • Dynamics 365 comes with one portal.  You can purchase more portals as needed.

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