New user, which product I need

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Posted on by shrydvd

I am not sure what I need or if D365 is overkill for me.

What I'm looking for is a CRM where I can track phone calls, emails, SMS, etc. with my clients. I also need a "client portal" where the client can log into their portal, download or upload documents, their invoices, complete tasks I give them, leave me messages, etc.

I am a startup consulting/tax company. I am single member.

I don't care about "sales metrics", omni-channel this or that, etc. I don't really even know what all that is.

Can anyone offer suggestions on how I can / should do this?

Thank you,

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Leah Ju Microsoft Employee on at

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Hi shrydvd,

Based on you description, you can purchase customer service app:

https://learn.microsoft.com/en-us/dynamics365/customer-service/overview

Then you can create portals within the application's existing environment:

https://learn.microsoft.com/en-us/power-apps/maker/portals/create-dynamics-portal

You can try these dynamics 365 applications for free to see the features and make your own choices:

https://dynamics.microsoft.com/en-us/dynamics-365-free-trial/

Or you can contact a salesperson directly to help you choose the most suitable product:

https://dynamics.microsoft.com/en-us/pricing/

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