Skip to main content

5 Ways that Portals Improve Your CRM



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:

  1. 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. 
  2. 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.  
  3. Provide access to people outside your organization.  The portal access can be protected by different security mechanisms than those you use internal to your organization.  The portal may allow for self provisioning of accounts or go through an approval process. 
  4. Match your website branding. A portal can be customized to match the colors, fonts, layouts and other stylistic elements of your website and portal pages can show data from your CRM in the context of the site's navigation. 
  5. Combine Dynamics 365 data with other web content. The portal can show a SharePoint document library of forms and templates, for example.  Online grant applications are a good fit for a portal so that applicants can see instructions, videos, and documents as well as complete online applications. 
Some of these ways that portals add value to your CRM overlap with one another. For instance, users outside your organization are more likely to need a simpler user experience and a different way of authenticating themselves.  

Popular posts from this blog

Power Apps Portal: The Successor to Microsoft Dynamics Portal

In case you have been reviewing Microsoft's new pricing for its Dynamics products which was released this month and have been unable to find Dynamics Portal, it has been rebranded as Power Apps Portal and shifted to the Power Apps side of the Microsoft product family. Rebranding the portal product underscores the importance of app scenarios involving external users such as customers and suppliers.  It also provides a simpler interface than Dynamics 365 for occasional users. The new portal pricing is based on the number of unique users who log into the portal each month (for authenticated users) and on the number of page views for anonymous users.  "A login provides an external authenticated user access to a single portal for up to 24 hours. Multiple logins during the 24-hour period count as 1 billable login. Internal users can be licensed either by the PowerApps per app or per users plans, or a qualifying Dynamics 365 subscription." Pricing starts at $200/mo

Replacing Microsoft InfoPath with Power Apps

Source:  https://powerapps.microsoft.com/en-us/infopath/ Microsoft has offered a number of forms automation products over the years, and the most long running was InfoPath which was released as part of Office 2003.  InfoPath is a powerful and flexible product that stores user data in XML while offering form features such as rules, data validation, scripting, and integration with SharePoint.  The popularity of SharePoint resulted in many organizations standardizing on InfoPath for forms, especially internal forms which are hosted on an intranet such as employee reviews, leave and payment requests, and human resources forms. Microsoft has discontinued InfoPath, with mainstream support ending July 13th, 2021, and extended support ending July 14th, 2026. Microsoft has named Power Apps as the successor to InfoPath .  Power Apps has much in common with InfoPath.  Both products include integration with SharePoint.  Both are geared toward the citizen developer and do not require advan

ScreenMeet Remote Support Tool for Dynamics 365 Customer Service

I met Lou Guercia when he was president and CEO of Scribe Software, the leading CRM integration tool.  Scribe was acquired by TIBCO Software in 2018.  I recently reconnected with Lou and learned about ScreenMeet, the company he joined as chief operating officer.   The following is a description of the product provided by ScreenMeet: ScreenMeet is a cloud-based remote support tool designed to integrate with Dynamics 365 Customer Service. By enabling customer service and IT support organizations to address critical technical issues directly from their CRM or ticketing platform, it streamlines the process and provides a fully browser-based support experience. You can also use ScreenMeet with other CRM products or even on its own without a CRM. Here is a short video demo of ScreenMeet with Dynamics integration: ScreenMeet - Cloud-based Remote Support Integrated with Dynamics 365 Customer Support Once integrated with a Dynamics 365 CS organization, the ScreenMeet widget appea