Best approach - Customer Portal vs Community Portal

(0) Share

Report

Posted on by Paul - AMC Technology

All,

I am moving from ADX Studio to MS Dynamics Portals (Version 7.x to version 8.x).

In our older version (On MS CRM 2015) we only have Customer Portal and our Forums, Ideas, and Case Satisfaction Survey were part of our Customer Portal.

I notice in MS Portals, Forums, Ideas, and Case Satisfaction Survey are under the Community Portal Web Site.

Is there any benefit to having Forums, Ideas, and Case Satisfaction Survey under the Community Portal Web Site instead of the Customer Portal Web Site... Or was that just MS putting a few different examples out there?

If I just change the Web Site for Forums, Ideas, and Case Satisfaction Survey from Community Portal to Customer Portal (As well as the Pages/Files/etc..)... will that do the trick?

Just wondering if anyone else has done that.. suggestions?

Thanks

Paul

*This post is locked for comments

I have the same question (0)

All responses (5)

Answers (0)

JJPW 115 on at

Like (0)

Report

RE: Best approach - Customer Portal vs Community Portal

We are just digging into this and documentation is scarce. We did find that you can install both and then choose which application is bound to your 'portal' url. Case management, knowledge base and forums are included in both. Community Portal adds blogs and ideas. They are both installed and configured side-by side within CRM but managed at the site level in your Office Portal.

Was this reply helpful? Yes No
Paul - AMC Technology on at

Like (0)

Report

RE: Best approach - Customer Portal vs Community Portal

Just as an update:

We went live with the "Customer" - Portal. We recreated the "Community" portal specific areas we wanted within the "Customer" Portal. It wasn't that hard to do once you got use to it but it would have been nice to have an à la carte option when building this out. I am now stuck with 3 portals in my CRM worried if I remove one, the Customer portal will stop working!

Just as FYI: We also moved from Case Satisfaction to Voice of the Customer (VoC). The Case Satisfaction Entity was removed by Microsoft. VoC is more complicated to work with but allows for more complex surveys (If they answer this on this question, go here instead of there).

Good luck with your move!

Was this reply helpful? Yes No
Community Member on at

Like (0)

Report

RE: Best approach - Customer Portal vs Community Portal

Would removing one of the portals cause everything to stop working? Just curious since I recently found out that we have 2 "Customer" portals in our system. How do you know which portal is active and which one isn't?

Was this reply helpful? Yes No
Paul - AMC Technology on at

Like (0)

Report

RE: Best approach - Customer Portal vs Community Portal

I don't know about the removal.. I have not removed them. I would probably test in Sandbox first though but do not have time for that.

Are you sure they are both "Customer" and one is not "Custom". I missed that the fist time I looked at them. If they do both say Customer, I would change the Name on one and check your configuration! I am not sure how you could successfully build out your Portal if you have two sites with the same name.

Was this reply helpful? Yes No
Suggested answer

CRMJetty 3,512 on at

Like (0)

Report

RE: Best approach - Customer Portal vs Community Portal

Hello,

The customer portal is much more important rather than the community portal. The best solution for the customer portal is CRM: Jetty Dynamics 365 Portal. This portal provides various features that can help to grow your business. It provides special space for interactions with customers and channel partners. It helps to provide effortless self-service support to solve any problems. It also helps to easily engage with customers, communities, and partners. It provides complete data security with Dynamics 365 security model. This also helps to customize the portal according to the client’s requirements and needs.

For more information regarding the services and cost of Dynamics 365 Portal kindly visit here.

I hope it helps,

Thanks.

Please mark as verified if the answer is helpful. Welcome to join hot discussions in Dynamics 365

Was this reply helpful? Yes No