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Types of portal Dynamics CE 365

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Posted on by Faisal_issa 55

Hello Everyone,

There are many different type of Dynamics 365 CE portal (Customer,Employee and Partner), when i did search about these types and how config each one  i didn't find a clear explanation.

Any Suggestion 

thank u

  • Verified answer
    Asif365 Profile Picture
    Asif365 1,431 on at
    RE: Types of portal Dynamics CE 365

    Please have a look at the MS online free course link to better understand the knowledge of Dynamics 365 Portals.

    docs.microsoft.com/.../

  • Suggested answer
    oliver.rodrigues Profile Picture
    oliver.rodrigues 4,052 on at
    RE: Types of portal Dynamics CE 365

    important to note that all the portal types are based on the same source code and it is the same way to configure the portal regardless of the portal type

    each type will give you pre-built in functions/page

    some might contain extra entities and extra configuration such as forums/surveys/blogs etc, so some entities might be as an "extra" kind of thing

    but the core is always the same (web pages / entity forms / web templates / etc)

  • Verified answer
    Soumen S Profile Picture
    Soumen S on at
    RE: Types of portal Dynamics CE 365

    Provisioning process of any type of portals are same:

    https://docs.microsoft.com/en-us/powerapps/maker/portals/create-portal

    Portal Audience:

    1. Customer
    2. Employee
    3. Partner

    Customer Portals:-

    This portal will help customers with helpful information, reducing the number of support cases that are submitted to supporting team.

    Employee Portals:-

    This portal helps HR & Employees to Interact each other using Discussion Forums and Case management.

    Partner Portals:-

    Sales partner’s related information will be maintained under Partner portals. Using content management system and Opportunity management will helps partners to deliver with better experience.

     

    1

    Customer

    Customer Self-Service Portal

    Case Management , Knowledge Management, Discussion Forums

     

     

    Custom Portal

     

     

     

    Community Portal

    Discussion Forums, Blogs, Ideas, Case Management.

    2

    Partner

    Customer Self-Service Portal

    Case Management , Knowledge Management, Discussion Forums

     

     

    Community Portal

    Discussion Forums, Blogs, Ideas, Case Management.

     

     

    Partner Portal

    Customer Management, Account & opportunity Management

     

     

    Custom Portal

     

     

     

    New Portals

    Events, Field Service, Project Service Automation

    3

    Employee

    Employee Self-Service Portal

    Employee & HR Contacts, KB Articles, Discussion Forums and Case management

     

    Self-Service Portal:-

    • Organizations can maintain Polls / Surveys within a customer. (Survey entity)
    • Customer can search for Articles (KB Articles entity)
    • Customer can also search for answers/organization products information on forums
    • KB articles can be easily found out by using the search bar available on home page.
    • Customer can create case request to org for assistance also it can be tracked.

     

    Community Portal:-

    • Organization can publish articles to customers
    • Customer can post messages on forums and have discussions.
    • Organizations can maintain Corporate / Community blogs
    • Customers can share ideas / votes and feed backs using this portal.
    • Customer can create Case request for better assistance.

     

    Partner Portal:-

    • Partners can post messages on forums and have discussions.
    • Organization can publish articles to partners
    • Partner Registration can be maintained (approve / Reject in CRM)
    • Registered Partners can maintain new customer accounts and contacts related to them.
    • Distributed opportunities (which is assigned by organization to Partners) Partner has to accept it before work on them
    • After Partner accepts opportunities those will be appeared under managed opportunities list.
    • In Managed opportunities partners can also create their own opportunities if required.

     

    Event Portal:-

    • Event portal allows publishing event related information to wider audience.
    • Partners / Audience can also register for events. Also audience can share events with others.
    • Speaker related information can be easily maintained in CRM so that it can be rendered on event portal accordingly.

     

    Project Service Automation portal:-

    • Customer and Partners can view projects using portal, Customers can view active/closed projects related to organizations and partners can view projects and project related resources of an organization.
    • Customer can approve/reject quotes related to their organization specific projects.
    • Partner after approve invoice , customer can view the invoice (if visible to customer check box is checked on CRM)
    • Final versions of orders / contracts will be available to customers to view (if visible to customer check box is checked on CRM)
    • All project specific resources will be visible to both partners and customers.

    Field Service Portal:-

    • Customer can view all Service Delivery agreements created in CRM.
    • Customers can view/create/edit account specific assets.
    • On partner portal customer can view account specific active/inactive work orders.
    • Active/inactive invoices also customer can view on partner portal.
  • Suggested answer
    Adrian Begovich Profile Picture
    Adrian Begovich 21,009 Super User 2024 Season 2 on at
    RE: Types of portal Dynamics CE 365

    Hi Faisal Issa,

    This article explains how to create a portal in an environment containing model-driven apps in Dynamics 365. You can create the portals mentioned in Portal templates.

    The table below summarizes the features associated with each portal template:

    Feature Customer self-service portal Partner portal Employee self-service portal Community portal Portal from blank Common Data Service starter portal
    World Ready • • • • • •
    Multi-Language Support • • • • • •
    Portal Administration • • • • • •
    Customization and Extensibility • • • • • •
    Theming • • • • • •
    Content Management • • •
    Knowledge Management • • • •
    Support/Case Management • • •
    Forums • • •
    Faceted Search • •
    Profile Management • •
    Subscribe to Forum Thread • •
    Comments • • •
    Azure AD Authentication •
    Ideas •
    Blogs •
    Project Service Automation Integration •
    Field Service Integration •
    Partner Onboarding •
    Portal Base • • • • • •
    Portal Workflows • • • • • •
    Web Notifications • • • • • •
    Microsoft Identity • • • • • •
    Identity Workflows • • • • • •
    Web Forms • • • • • •
    Feedback • • • • • •

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