Microsoft Dynamics AX

“Microsoft’s secure, self-service portals bring all the intelligence of your Microsoft Dynamics 365 CRM to your online presence.”

With so many options available to businesses to create their online presence, it can be overwhelming to find the right solution. Finding a solution that not only offers a user-friendly interface, but smart integration with your CRM can seem like an impossible ask.

Not so with Microsoft Dynamics 365 Self-Service Portals. More than a website or portal builder, Microsoft Dynamics 365 Self-Service Portals offer businesses a rich set of features that allow your organisation to prioritise growth, customer service, and increase efficiency.

Smarter Self-Service Portals with Microsoft Dynamics 365

Business portals, or username and password protected sites, can be a challenge to create and manage. With today’s need for impeccable security and ease-of-use, most businesses are forced to hire expensive developers to create and manage their portals and users on an ongoing basis.

Strong, Secure Foundation

Microsoft Dynamics 365 Self-Service Portals are built from the ground up with security and ease of use in mind. Every portal is built on the precepts of authentication, security, user roles, and rights. Microsoft Dynamics 365 Self-Service Portals also come backed by Microsoft’s legendary security and intuitive design.

Unlike other solutions, Microsoft Dynamics 365 Self-Service Portals can be user administered which means your business does not need to bring in a developer. User accounts can be created any number of ways, including unique usernames and passwords or by using a federated authenticated provider like Microsoft, Facebook, Twitter, or Google.

Native Microsoft Dynamics 365 CRM Integation

When you use Microsoft Dynamics 365 Self-Service Portals, your website visitors and contacts will be automatically entered into your Microsoft Dynamics 365 CRM to ensure seamless contact management. This allows you to not only drive engagement with social outreach and email subscriptions but also track contact’s activities on your site and identify your hot leads and engaged visitors. You can even create community discussion forums, allowing you to create a strong support or engagement community directly on your site.

Simple User Management

Your portal users can manage their profiles when you use Microsoft Dynamics 365 Self-Service Portals. From updating passwords and contact information to creating bios and avatars, users are empowered with all the tools they need to manage their profile. This allows your customer service professionals to spend less time managing online portals and more time helping to resolve your customer issues.

Intelligent Lead Information

With Microsoft Dynamics 365 Self-Service Portals, you can create custom portal applications to suit the needs of your organisation. Any form or list that you can create in Microsoft Dynamics 365 CRM can be made available on your Microsoft Dynamics 365 Self-Service Portal or site, allowing you to collect relevant, helpful information from your online visitors. Moreover, with intelligent entity, list, permission, and action features, your portal is equipped with all the tools you need to meet the needs of your business.

If Microsoft Dynamics 365 Self-Service Portals sound like the right solution for your business, or if you have any questions about what a solution for your business would look like, we encourage you to contact us here. Our Australian Microsoft Dynamics 365 experts can help you understand whether Microsoft Dynamics 365 Self-Service Portals are the right choice for you and what an implementation would require.

If you would like to learn more about how Microsoft Dynamics 365 is changing the way businesses operate, you can learn more about it here. You can also read more about how Microsoft Dynamics 365 offers customisable CRM solutions here or sign up for a free Microsoft Dynamics 365 trial here.