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Customer experience | Sales, Customer Insights,...
Answered

Dynamics 365 Portals - Licensing Requirements

Posted on by 85

I'm looking to identify the correct license for a portal for contacts to add their own data. (a bit like an event/training registration).

No need to authenticate or maintain the data.

I could us Forms and PowerAutomate how ever Forms stores the data in the US and I'm in Australia and there are some specific data storage requirements for this solution.

  • Verified answer
    RE: Dynamics 365 Portals - Licensing Requirements

    Hi Mark TVC, I hope you are doing good.

    Dynamics Marketing Application has the best capabilities to activate that data obtained from events and registrations to achieve business results. Here more information of how this app works:

    Overview (Dynamics 365 Marketing) | Microsoft Docs

    If this answers your question, please check it as verified to help others finding useful information.

    Welcome to this amazing community,

  • Suggested answer
    tanay@D365 Profile Picture
    tanay@D365 45 on at
    RE: Dynamics 365 Portals - Licensing Requirements
    • If this is just about capturing data and saving in CRM , and if the preference is to keep it low code, then Dynamics Portal can be used with Web Pages set to Anonymous Web roles

    docs.microsoft.com/.../create-dynamics-portal

    • If the requirement is more to capture one time data then please check Dynamics 365 Customer Voice capabilities  dynamics.microsoft.com/.../
    • If the business has or is planning to get Marketing module then following options can be explored :

    docs.microsoft.com/.../event-management-web-application

    docs.microsoft.com/.../set-up-event-portal

    docs.microsoft.com/.../embed-forms

  • Mark TVC Profile Picture
    Mark TVC 85 on at
    RE: Dynamics 365 Portals - Licensing Requirements

    PS the client already has Dynamics 365 Customer Service Pro.

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