Custom CRM Portal Solutions

Custom CRM Portals for Microsoft Dynamics 365

We all use portals day in and out, we go through the humdrum of our daily tasks with it. Whether we log in to our online accounts to pay bills, shop online, or to access our favorite social media platforms. This type of digital interaction with our mobile devices always starts with a single sign-on.

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Same goes at work, we log in to a CRM portal to access data we need to get things done. Portals are a great way to get data as needed in an organization in the safest and most secure way.

These days, most organizations will not survive without a CRM of some sort. It’s a dynamic tool that has rich functionalities that can be customized according to what a business requires to manage data access.

The diverse functionalities of a CRM portal are not only exclusive within the organization but also connects to customers, maintain engagement with them thus, strengthening existing customer relationships and cultivating new ones.

Now, technology affords us a lot of CRM software choices in the market. Since the needs of a business vary from one to the other, making the choice could be quite the challenge.  IT Architects will help you implement a CRM portal that is customized your organization’s needs with the use of Dynamics CRM Portals.

Microsoft recently acquired Adxstudio Portals, a web portal provider to help extend Dynamics CRM to the web with powerful, easy-to-build, self-service portals for retail, government, vendors, partners, conferences, etc. This native portal feature can be used for the sales, marketing, and customer service modules of Dynamics 365.   

 

So,what does this mean for your business? 

Whether you considering taking on an efficient CRM for your new business or if you are thinking about migrating your existing CRM to Dynamics 365, consider these benefits:   

  • Access various information from across the organization and view it in one place    
  • Customized dashboard  
  • Allow users to access information through self- service  
  • Customize accessibility of information depending on the user type  
  • Opens more sales opportunities  
  • Provide satisfaction to your customers, partners through a positive user experience  

 

Types of Dynamics CRM Portals  

Microsoft provides some general templates with their corresponding functionalities such as:   

  • Customer Self-Service and Employee Self-Service
  • Community Portal
  • Partner Portal
  • Field Service and Project Service Automation
  • Custom Portal

 

As with all portals, the starting point is the a sign-in page. Here is  our example of a Helpdesk portal:   

 

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How to create a case for a Helpdesk portal:

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Cases created can be viewed in customized rows and Case details can be viewed individually: 

 

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Change case status by clicking on the drop-down box to view, edit delete or Close case.

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Organize workflow by creating tasks to track progress up its completion in Helpdesk: 

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These examples are just a sneak peek of how we can tailor fit the Dynamics CRM portals to your business needs. While there are some limitations (as any business solutions have), this is as awesome as it gets in terms of functionality and work automation. Business decisions are made faster and workflow is efficient as ever. 

In keeping up with the age of digital transformation, the use of portals has truly evolved over the years. However, for us end-users, what matters is that it continues to give us a positive and bespoke customer experience of being able to access and manage information as efficient and as secure as possible.

If you would like more how your organization can benefit from custom CRM Portals, talk to our experts. Schedule a consultation with us today, contact us at:  Tel:+1(816)607-1569 / Kansas City, MO, or visit our website:  http://itarchies.com/about/or email us:info@itarchies.com