Stay Ahead of the Curve: Get a Customer Portal for Dynamic 365

Dynamics 365 is a popular choice among a number of global businesses. Easy and secure customization and management make it a popular CRM. If you are a business owner looking for a secure and efficient CRM, Dynamics 365 may be a good choice. 

However, the churn rate of your business may go high if you fail to engage your customers better. Consequently, you may lose your customers over time.

Nevertheless, there is a way to help you avoid this situation. It is using a feature-rich customer portal. With a Dynamics 365 customer portal, you can bring your customers, suppliers, vendors, and more together in one place. This centralization of all the entities helps streamline entity management and enhances communication. 

The freedom to perform functions like creating support tickets, generating quotes, etc. enhances your customers’ experience. At the same time, it also helps reduce your effort, time, and operation costs in managing them. 

In short, a Microsoft Dynamics CRM customer portal increases the overall productivity with seamless sync between your CRM and portal. 

However, you should understand that you can’t pick simply any customer portal for your business. Analyzing its suitability for your business is always recommended. 

So, there are some important features you should consider before choosing a customer portal.

Keep reading to know these features cum benefits of a customer portal in detail.

Simplified Entity Management - Your portal should let you use all your default CRM entities. It should also let you configure custom entities of Dynamics 365 to suit your business objectives. This helps you have complete control over all the entities in your CRM and portal.

Role-Based Access - Your portal should ensure complete security and restrict any unauthorized access. It should let you define roles for different portal users and grant them access to select entities as per their roles. 

This will prevent accidental loss or changes in any entity’s data and prevent security breaches.

Flexible Page Builder - It should offer the freedom to design your page yourself without any hassle. There should be an easy-to-use drag-and-drop builder that you can use without any vast coding experience. 

Ready-to-Use Widgets - There should be ready-to-use standard design components available to design pages. Your portal should allow custom data binding to create a complete dynamic widget to create pages faster.

Streamlined User Management - If you are the super admin, your portal should allow you to add user roles and define access rules for each. You should also get to provide role-based configuration rights to your admins. 

This functionality helps ensure secure and efficient management and prevent unnecessary overlaps or data changes. 

Custom Dashboard - Centralized management of entities on a single dashboard gets better with ease of navigation. To help make your users' navigation easy, your portal should provide them with quick access to the most frequently used records. For that, it should enable you to set and save quick links to common widgets like Recent Activity, Counter Block, etc. for the entities you want.

A dashboard with well-arranged and easily navigable sections will help enrich customer experience and attract sales. 

Secure and Enhanced Content Management - Your CRM data is valuable and you can’t afford to risk its security. To avoid security breaches, you should be able to share the data with your customers in a secured manner. 

All the users should get to see only the data based on the roles you assign to them. You should decide the entities to be displayed privately only with log-in and those to display publicly without log-in. And your portal should allow you to configure that in the back-end.

Case Management - Your portal should let your customers generate cases for their queries or issues they face. They should also be able to see the history of cases they created and track their progress from within the portal.

This will help engage customers more and better with real-time case generation and progress tracking.

Mobile-Responsiveness - In this digital age, mobile-friendliness is indispensable for a business. So, ensure that your portal comes with a fully mobile-responsive interface. Customers should find your portal easily navigable on the go. 

It will help broaden your outreach to more mobile users in a short span and grow your business. 

Knowledge Base Articles - At times, the time and effort to solve every single minor issue add up to consume a good portion of your productive business hours. Also, customers also don’t have to go through the complete process of ticket generation for every minor issue. 

It’s true that your customers cannot fix all the issues, but there are some common issues they can fix by themselves. This is where knowledge articles come into the picture. You can include the most common issues and the solutions to them in your knowledge articles. You can also write the information about your products and services, updates, etc. This will help them explore and connect with your brand better. There should be free access to all the knowledge articles for all your portal users within your portal. 

Knowledge articles help provide value to your customers, resolve their issues, and build your brand image. 

Parting Thoughts 

By now, you must have understood that Dynamics 365 Maps customer portal helps extend the functionality of Dynamics 365 and make the most of it. There are a few considerations to make while selecting a portal as we discussed in the post.

If you also are a Dynamics 365 user looking for a good Microsoft Dynamics CRM Customer Portal, our PortalXpand can be the right fit for you. It is scalable, customizable, and ready-to-integrate. Our MS-certified professionals have ensured to equip it with the best-in-class features for a customer portal.

If you find our post useful and interesting, please do give us a thumbs up and follow our company page for more information. Check out Our Customer Portal.