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Capabilities of Portals with Dynamics 365

  • 1.  Capabilities of Portals with Dynamics 365

    Posted Jul 24, 2018 07:11 AM
    Portals are a new subject to me that I would like to know about. How can they be used? I known this is a very vague question so any information and use cases will be of help.
    Thanks in advance!

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    Becky Dotson
    CRM Consultant
    Clariant
    Houston TX
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  • 2.  RE: Capabilities of Portals with Dynamics 365

    TOP CONTRIBUTOR
    Posted Jul 24, 2018 11:52 AM
    Has anyone implemented a portal? Can you come to the next CRMUG meeting and tell us about it?

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    Mark Suchman
    CRM Lead
    Ascend Performance Materials
    Houston TX
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  • 3.  RE: Capabilities of Portals with Dynamics 365

    TOP CONTRIBUTOR
    Posted Jul 25, 2018 10:28 AM
    It's a bummer I haven't been working in a CRM admin role all year, marketing projects have taken over. Ever since last Summit I've had a to-do list item to deploy a customer portal. I initiated it but haven't begun to design it. Hopefully I can show it off down the road. There was a good presentation at Summit by a Microsoft rep that gave me the info I needed. If I'm allowed I can probably share the slides, but I can't really speak to them anymore.

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    Brooke Browne
    Marketing Director
    Smartbridge
    Houston TX
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  • 4.  RE: Capabilities of Portals with Dynamics 365

    Posted Jul 25, 2018 11:01 AM

    Hi Becky,

    Portals are extremely useful, not only for the basic Customer Self-Service or Community use, but as part of a custom solution where external, non-employee "users" need to interact with the CRM data or system.  Each external user authenticates to their contact record in CRM which contains a username, password, a forgot password check keyword and enables the user to be locked out of the portal by a regular CRM user or even a workflow that is triggered when the user is no longer connected to a client account in CRM.

    One example of a custom Portal is in education where a course catalog entity in CRM is exposed to the portal and new or existing contacts can log into the portal to register for the class.  Upon completion of the training, a process could be added that upon receipt of a passing score, the student would receive a certificate of completion (triggered by a workflow in CRM), and the certificate could be associated to the contact in CRM so a CRM user could see all of the certificates.  If this was part of a certification program that needed to be renewed every two years, the workflows in CRM could be setup to start a "recertification" process 4 months in advance of the renewal to get the contact to take the course again.  There is almost no limitation to what the Portals can do to bring external users into a business process and keep all the data inside of the CRM database.

    Given that there is no license cost associated with external, non-employee "users" accessing your system via the Portal, it makes using this tool one of the most important features of Dynamics 365 and something you'll want to look into using.  I hope this answers your questions and starts a conversation on this subject.

    Ron



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    Ron Harris
    President
    Harris Technology
    Houston TX
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  • 5.  RE: Capabilities of Portals with Dynamics 365

    Posted Jul 25, 2018 03:52 PM
    Ron,
    Thank you so much for the detail on portals!  Portals sound like such useful and exciting features to have implemented.  Would you be willing to attend and speak on this subject at the CRMUG Houston Chapter meeting, August 9th?
    Becky

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    Becky Dotson
    CRM Consultant
    Clariant
    Houston TX
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  • 6.  RE: Capabilities of Portals with Dynamics 365

    GOLD CONTRIBUTOR
    Posted Jul 26, 2018 08:08 AM
    Hi Becky,

    Depending on your business, there could be lots of uses for a portal. I'm actively working on our portal, where we started with client access for Phase 1. The portal exposes our data, based on configurable entity security. The client (contact record) can log in to check the status and details of their files and submit referrals. We also exposed a PowerBI report to show their program outcomes. Next phases will include providing access to other key contacts who need to see and access different data. Endless possibilities. First step is to decide who you want to give access to, and then what you want them to see.

    Hope this helps!
    Abby

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    Abby Torres
    CRM Solution Architect
    ReEmployAbility, Inc
    Columbus MS
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  • 7.  RE: Capabilities of Portals with Dynamics 365

    Posted Jul 26, 2018 08:08 PM
    Hi Abby,
    Your project sounds like a lot of fun. Did you have Power BI in place before implementing the portal or is it going at the same time? I haven't seen Power BI yet but we will be getting it sometime around April next year. I am anxious to work with it too.
    Thank you,
    Becky


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    Becky Dotson
    CRM Consultant
    Clariant
    Houston TX
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