Dynamics Customer Portal

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Posted on by ArdantHammer

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Anyone aware of a sample customer portal on the web? I am being asked to put together some samples of a customer portal but searching the web I have only found a half dozen images of CRM portals. Any thoughts or ideas would be appreciated.

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danielstones 33 on at

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RE: Dynamics Customer Portal

Interesting

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thewilliam3535 5 on at

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RE: Dynamics Customer Portal

Hi John, do you need help with connecting to Microsoft customer help? Actually, I have a source that can assist you with your issues related to Microsoft services. Try this microsoft customer service number and the help will be reached out to you immediately. Usually, they are available 24/7.

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CRMJetty 3,512 on at

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RE: Dynamics Customer Portal

Hi John Browne,

More info on Dynamics 365 Portal here

It might be helpful.

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UDS_Systems 188 on at

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RE: Dynamics Customer Portal

John,

More info on Dynamics 365 Portal here

https://uds.systems/blog/what-is-microsoft-dynamics-365-portal

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Summer Garg 585 on at

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RE: Dynamics Customer Portal

Hi John Browne,

Want to work on D365 portal, check tutorial list on this link :

crmhub.blogspot.com/.../d365-portal-adx-studio-portal.html

It might be helpful.

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AppJetty 1,019 on at

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RE: Dynamics Customer Portal

As I understood, you want to know for CRM portals examples. There are many CRM portals available in the market. CRM portals can be customer portal, affiliate portal, employee portal, partner portal etc. CRM Customer Portal used to reduce operational costs and improve customer satisfaction by empowering customers to get online support, manage appointments, get their complaints addressed & access up-to-date transaction history. Portal brings a lot of convenience for your CRM users as they can manage schedules, documents, cases, accounts and order sheet details with ease.

Here are some examples of Dynamics Customer Portal:

1. Dynamics CRM WordPress Customer Portal

2. Dynamics CRM Drupal Customer Portal

3. Dynamics CRM Joomla Customer Portal

4. Dynamics CRM DNN Customer Portal

5. Dynamics CRM PortalNest Customer Portal

6. Dynamics CRM StandAlone Customer Portal

Some features of CRM Portals:

MS Dynamics Integrated Workspace

Created with CMS(WordPress, Joomla, Drupal)

Secure Sign-In

Create Mass Credentials

View Quotes, Invoices, Orders and Contracts

Customized Module Layout

Calendar Management

Role Specified Accessibility

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Aric Levin - MVP 30,188 Moderator on at

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RE: Dynamics Customer Portal

Hi John,

Setting up the portals is pretty straight forward, and to get a portal up and running (with the MS url), should not take more then a few hours.

Here is a post on getting it set up:

dyn365apps.com/.../provisioning-dynamics-365-portal

You don't need to configure the Custom Domain at this point.

Hope this helps.

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ArdantHammer 372 on at

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RE: Dynamics Customer Portal

Maybe this is a silly question, but I have only worked within Dynamics and never worked in their portals. How much work is it to set up a portal to be a sample? Couple hours? Couple days? Couple weeks?

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JohnAnonymous 5,241 on at

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RE: Dynamics Customer Portal

You could start a trial and activate a portal for that trial.

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