Microsoft Dynamics CRM (Archived)

Portals in Dynamics CRM

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Posted on by Shahbaaz Ansari

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Hi All,

I have gone through Partner portal but don't have much experience in portals.

Can any give me the real scenario when to use Partner Portal, Customer Portal and Employee Portal in dynamics

crm? And what is the use of Partner, Employee and Customer Portal?

What is the difference between all 3?

Thanks,

Shahbaaz

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gdas 50,091 Moderator on at

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Hi Shahbaaz,

below reference might be helpful for you.

blogs.technet.microsoft.com/.../dynamics-365-portals-overview

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Aric Levin - MVP 30,190 Moderator on at

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Hi Shahbaaz,

The link that Goutam shared with you pretty much sums it up, and you can see the differences between the portals.

Main thing to note is that all the portals have the same code base, with additional features that are only applicable to certain.

For example, all portals include the features such as Content Publishing, Web Forms, Templating, etc... which allow you to design the portal to your specifications. Differences between the portals include Case Management for example for Self Service Portals, Discussion Forms and Blogs for Community Portals and Customer Management for Partner Portals (in addition to others).

What you have to decide is what features you are looking for in your portal solution, and based on that decide which portal to go with. Again, go over the link from the above reply, and you should be able to see the differences.

Hope this helps.

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Shahbaaz Ansari 6,211 on at

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In all the 3 portals does we need any license for the users? or we can log in as contact in all 3?

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gdas 50,091 Moderator on at

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Hi Shahbaaz,

Seems you have already viewed below post , where Nadeeja explain in details. This is correct I guess.

community.dynamics.com/.../222742

For more information you can download licensing guide -

download.microsoft.com/.../Dynamics_365_Enterprise_edition_Licensing_Guide.pdf

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Shahbaaz Ansari 6,211 on at

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Thanks Goutam and aric for the help

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IT Happens 40 on at

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Can the Partner Portal be integrated with Dynamics D365 For Sales (CRM) so that part numbers/opportunities/orders can flow back and forth?

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