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Dynamics 365 Community / Forums / Microsoft Dynamics 365 | Integration, Dataverse... / New user, which produc...
Microsoft Dynamics 365 | Integration, Dataverse...
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New user, which product I need

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Posted on by shrydvd 5

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,

  • Verified answer
    Leah Ju Profile Picture
    Leah Ju Microsoft Employee on at
    RE: New user, which product I need

    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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