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Benefits of Using Dynamics 365 Portal

Benefits of Using Dynamics 365 Portal

Maulik Shah

March 11th, 2020

The general dislike towards haggling with customer support and regulatory agencies is well-known. As such, who likes overwhelmingly endless forms, long wait times, and queues for fulfilling their demands? If you think that these processes are frustrating just for the customers, you might be wrong. The employees who need to manage the flow of the application and process them well are even more flustered.

Thanks to digital transformation and advancements in cloud technology, you can digitalize the customer support process. And portals make it even better. You can connect with your customers and manage their data by having control over it. It makes customers happier and enables agencies to work with better efficiency.

They want a solution that is efficient, easy to use and. That’s where Dynamics 365 CRM Portal comes in. It makes the task of managing documents, cases, schedules, accounts as well as order sheets absolutely seamless! Also, it just doesn’t process your database but also keeps all the records in detail.

Let’s check out some of the features of the Dynamics CRM Portal and its benefits:

Easily Configurable & User-Friendly:

Dynamics CRM Customer Portal intends to extend the basic functionality of MS Dynamics CRM and make it all-inclusive. Apart from the compact layouts, there are organized and stacked elements on the dashboard. With the help of it, users can navigate the portal seamlessly.

Now, let’s talk about the configuration part. This portal plugin can be deployed rapidly. They are ready to use and will start running in a matter of a few minutes. As an Admin, you just need to sign into the system and follow the configuration steps.

Solve Problems Easily:

As a business owner, your biggest goal should be to eliminate the gap between the problem of your customers and fixing them. And you would want this process to be hassle-free. With the help of Dynamics CRM Customer Portal’s ticketing system, you can not only process your database but also keep all the records in detail.

One of the major benefits of this portal’s ticketing system is that it enables CRM users to communicate with customers without sending them long emails or haggling with them over calls. You would also be able to manage cases, documents, schedules and accounts with utmost ease and save a lot of time.

Dashboard with Power BI integration:

The Dynamics Portal dashboard can fetch data from Power BI which helps significantly because you can get customer insights directly on the dashboard. It has an intuitive user interface and offers seamless navigation. These insights help you get quick insights which in turn help you take action based on them. Power BI integration elevates the default portal’s dashboard and you can make use of this for better productivity.

Sharepoint Integration for Document Management:

Sharepoint integration makes it much easier for you to share documents internally with your employees directly from the Dynamics CRM portal. It helps you collaborate seamlessly across the board. Collaboration on such native level in the portal enhances your workflow.

Keep Your Data Safe:

If you have a business, you must understand the importance of data security. And here, we are talking about your customer data. The best part about this portal is that the data stays in your Dynamics CRM and gets processed there itself. So, there are no data leaks or breaches.

Final Thoughts…

It’s time to get over the traditional help desks and call centers. With all the above-mentioned benefits and many more, this Dynamics 365 portal is sure to make you and your customers smile. Your portal should enable you not restrict you.

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