Dynamics 365 and CRM Portals

Internet portals give organizations a way to display relevant information safely and securely while maintaining brand integrity. Find out how PowerObjects can help you implement a web portal that is tailored to your business.

What can a portal do for my organization?

Organizations use web portals for a variety of reasons. They are interactive tools that can provide a set of users with aggregated data from various sources in a safe and secure way. They can be used to display appointment information, ticket status, account history, and much more.

Web portals are used to:
  • Provide a dashboard that maintains a consistent look and feel with branding
  • Display information from various sources in one place
  • Empower users to access information themselves when they need it in a safe place
  • Tailor information accessibility depending on the type of user logging into the portal
  • Increase revenue opportunities
  • Improve communication and satisfaction with your customers, partners, and other relationships

Out-of-the-Box CRM Portals vs. Custom Designed Options

Whether you’re interested in implementing Microsoft’s pre-configured CRM portal or you need a custom portal designed for your Dynamics 365 system, PowerObjects can help you navigate your options and roll out a system that works for your business.

Microsoft provides a native portal feature that can be used with the sales, marketing, and customer service modules of Dynamics 365 (also known as the CRM-related workloads). Better yet, CRM Online customers get one free portal with their Dynamics 365 subscription.

If you have an on-premises Dynamics 365 solution, you want a portal for the non-CRM-related workloads of Dynamics 365, or you need something more sophisticated than the pre-built CRM portal, PowerObjects can help you design and develop one that fits your needs.