Skip to main content

6 Top Web Portal Scenarios

 


Top Portal Types

Businesses, schools, governments and nonprofits use web portals in many ways.  The Portal Connector has identified 6 of the most popular scenarios that require web portals:

  1. Sales. Customer portals can make it easier to add new products and conduct sales activities with fewer communications.  They offer 24x7 access even when this would not be practical for sales staff. Consider how self-service has changed home and car buying and ask yourself whether your business would benefit from similar sales portal capability. 
  2. Profile management. Errors in customer data are expensive, so allowing self-service profile updates can improve the quality of your data along with better customer service. 
  3. Form management. Portals can replace email for completing electronic forms.  The data from the forms can flow straight to the database or customer relationship management system (CRM) where it needs to be. Forms with online help and validation also result in better quality data than unstructured documents, templates or spreadsheets. 
  4. Member management. Membership organizations need the same capabilities as commercial businesses, only for their members rather than customers.  A membership portal facilitates new memberships and renewals, makes membership benefits easier to consume, and tracks activities of members on the portal so you can improve member engagement. 
  5. Customer support. As with sales, customers now expect to have online support available at all times.  Just as many people now prefer an automated teller machine to going into a bank to make a deposit or withdrawal, consumers expect to be able to solve their own issues through online support.  For many businesses, this means not only a knowledge base but also online chat or even an automated chatbot to guide the customer to a support solution. 
  6. Student management. It's not just customers who need portals.  With remote and hybrid learning students need web portals to access educational materials, schedule and take tests, pay fees, and other activities/ 
All these portal solutions provide benefits such as increased operational efficiency.  Customers and other stakeholders now expect self-service capability which is offered by portals.

If you already have a database or CRM which hosts the data your portal users will need you are more than halfway to providing a compelling portal user experience. 

Popular posts from this blog

Key Concepts for Microsoft Dynamics 365: Tenant, Instance, App and Solution

Updated 8/15/2022 To understand Microsoft Dynamics 365 (formerly Dynamics CRM) and Power Apps, you need to learn some new terms and concepts that may be a bit different from what you know from databases and solutions that are hosted on premises.  These concepts also apply to Power Apps.  The main difference is that with Power Apps you are not starting with a Microsoft app but more of a blank canvas for your custom apps.  This post introduces some key terms and how these concepts are important for planning your implementation. While Dynamics 365 is still available on premises, it is most commonly deployed on the Microsoft cloud.  This blog post discusses only cloud implementations. Microsoft has multiple clouds such as commercial and government community clouds in several countries. We start with a Microsoft tenant .  A tenant is the account you create in the Microsoft Online Services environment (such as Office 365) when you sign up for a subscription. A tenant contains uni

Understanding Dynamics 365 and Office 365 Admin Roles

Managing Dynamics 365 instances If you run Microsoft Dynamics 365 (formerly Dynamics CRM) in the Microsoft cloud, you need to understand how your Dynamics instances relate to Office 365 and choose which of your administrators receives which roles and permissions to manage Dynamics 365. In on premises deployments, your network administrator would create and delete user accounts.  The Dynamics 365 admin would then assign permissions to users in Dynamics 365. This post explains three administrator roles: Office 365 Global Administrator Dynamics 365 System Administrator Dynamics 365 Service Administrator You may think that the Dynamics 365 system administrator would have power to do all the actions needed to manage Dynamics 365, but this is not the case. What's different in Microsoft cloud deployments is that licenses and user accounts are managed in Office 365 by an Office 365 Global Administrator.  This role is analogous to a network administrator for an on premises

Replacing Microsoft InfoPath with Power Apps

Source:  https://powerapps.microsoft.com/en-us/infopath/ by James Townsend 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