Today I received a blog suggestion to explain why you might want to have a portal for your customer relationship management (CRM) system. I have written about Portal Options for Microsoft Dynamics 365 recently, but I didn't provide reasons why you might want to use a portal. So here are my Top Five Ways that Portals Improve Your CRM: Provide a simple user experience for occasional users . You don't want to train users on a full featured CRM system in order to enter a handful of fields to make a request to the human resources or information technology departments. The portal offers simple forms to gather only the information you need based on information stored in CRM. Integrate Dynamics 365 data with other systems . A portal provides another approach to allow a single screen to show multiple data sources for viewing and data entry, including Dynamics 365. Provide access to people outside your organization . The portal access can be protected by different se
From James Townsend, vice president of Sylogist, thoughts on digital transformation, marketing automation, customer relationship management, Power Apps , Microsoft Dynamics 365, government contracting, customer service and more.