Why Your Business Needs A Dynamics 365 Customer Portal

By Author: crmjetty
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Today, customers are becoming more demanding and are looking for integrated experience and access to information. This is where Dynamics 365 Customer Portal comes as a great companion for businesses, helping them meet these expectations while making the work simpler, cheaper, and more satisfying for the customers.
About 88% of consumers say they would like to have a self-service portal while buying their products online, which shows that most of them prefer to take control in their dealings with firms. In this article, we are going to discuss the reasons that make implementing a Customer Portal for Dynamics 365 a good business decision.
What is Dynamics 365 Customer Portal?
A Dynamics 365 Customer Portal is thereby part of the Microsoft Dynamics 365 solution that offers a business's customer self-service options. This system helps customers open their accounts, raise service requests, check the status of an order and seek answers to some of the frequently asked questions without having to engage service providers.
Main Advantages of Customer Portal for Dynamics 365
Here are crucial advantages of ...
... utilizng Customer Portal for Dynamics 365:
Empower Customers with Self-Service Capabilities
Self-service services enable customers to solve problems at their own pace using technologies that are easily accessible to them. Whether it is tracking, invoice downloading, account details, or any such issue, self-serve capabilities enable customers to reduce interactions with support personnel significantly.
Reduce Operational Costs
One way to increase and reduce the number of incoming customer support requests is to allow businesses to fill them themselves. Some of the benefits that can be derived are minimized repetitive questions, which conserves a lot of time to address more complicated questions and thus cuts several operational costs.
Enhance Customer Satisfaction

The consumer is becoming considerably faster and more self-reliant in the decision-making process. By getting a Dynamics 365 Customer Portal, they can get the information that they require without having to wait on the phone or be directed through various departments.
Features of a Robust Dynamics 365 Customer Portal
An innovative and sophisticated Customer Portal for Dynamics 365 should provide an excellent experience for customers and firms. Some of the features you should consider include the following:
Personalised Dashboards
Customers can access information on their specific account, activity logs within that account, open cases and notifications on personalised customer dashboards. This enables customers to keep abreast of necessary information that may require action in a timely manner.
Knowledge Base Integration
It comes with a knowledge base where clients can search for articles, frequently asked questions, and other general help. This not only benefits them but also reduces the number of tickets submitted to the support team.
Multi-Device Compatibility
Customers want to access the portals they have been given on their mobile devices. The portals should also be optimised for viewing on smartphones, tablets, and any other devices from which they may be accessed.
How to Onboard a Dynamics 365 Customer Portal?
Step 1: Assess Your Business Needs
When creating a Customer Portal for Dynamics 365, determine your business needs and the problems the portal should solve.
Step 2: Choose the Right Solution
Choose a portal solution with functionalities that can address your business requirements and are compatible with the Dynamics 365 environment. Search for opportunities for its scalability, the possibility of customisation, and easy navigation.
Step 3: Collaborate with Experts
It is also recommended to collaborate with developers, or it may be wiser to work with Dynamics 365 consultants. Because of this, they can make the necessary arrangements to ensure that it has all the features that fit your specific needs.
Tips for Maximizing the Impact of Your Customer Portal
Here are useful tips to maximize the impact of customer portal:
1. Regular Updates
Adding new features, updating the content, and adding new functionalities that will benefit customers will keep the portal relevant.
2. Gather Feedback
To ensure that customers utilise the proposed portal, it is critical to encourage them to fill out questionnaires based on their perceived usability.
3. Promote Portal Adoption
Inform customers about the self-service portal through advertisements and various guides to increase engagement.
Conclusion
A Dynamics 365 Customer Portal is not simply a tool but a game-changer for anyone seeking to build a business that can provide its clients with exceptional efficiency-enhanced services. Through a self-service portal, companies can enable customers, create value for the organisations, and disentangle themselves from competition markets.
An investment in a Customer Portal for Dynamics 365 is a strategic investment that offers many advantages. Beginning your journey now opens new possibilities for effortlessly engaging with your customers.

Mr. Maulik Shah is the founder & CEO of CRMJetty, hub of innovative customer relationship solutions, provides ready to CMS integrate portal solutions for SuiteCRM, Sugar CRM, Salesforce customer portal, and Dynamics CRM including WordPress Customer Portal. Maulik is a tech enthusiast and writes about the various aspects of ecommerce technology.