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The Value of Portals

Providing secure access to employees, customers, or other external audiences to systems such as Microsoft Dynamics CRM and/or Microsoft Dynamics GP is important. Letting employees update their own information, manage benefits, and view online saves time and money. Giving customers the opportunity to submit a support case, look up a past due invoice, or register for an event gives you a level of customer engagement that is important.

Vivid Dynamics works with industry leading products to deliver portal solutions for Microsoft Dynamics CRM and Microsoft Dynamics GP. Many of these products are designed to run either in an on premise implementation or cloud based via Microsoft Azure.

There are many different types of portals that can be implemented to extend the reach of Microsoft Dynamics CRM and Microsoft Dynamics GP. Here are a few common examples.

Types of Portals

Community Portal

A community portal for Microsoft Dynamics CRM can provide a great self-serve option for a group. Through social components such as discussion groups (forums), support, event registration, and training offerings you can engage and promote a community.

Customer Portal

A customer portal for Microsoft Dynamics CRM is similar to that of a community but may include additional functions such as lookups to invoice information, viewing contract data, and the ability to opt into marketing lists.

Employee Portal

Employee portals are more commonly tied to Microsoft Dynamics GP but could also utilize Microsoft Dynamics CRM. Providing benefit self-service, paystubs online, and time tracking are just a few of the options that can be used.

Partner Portal

A partner portal for Microsoft Dynamics CRM is commonly used to manage a channel. Assigning opportunities, providing access to invoice history, and providing social components are common needs.