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Dynamics 365 have multiple types of portals. Each serves its own unique purpose. The one that you need will depend on the use case you have. You can choose the portal that addresses your exact pain points.  Here’s a breakdown of the different types so that it can help you make a decision:  Customer Self-Service Portal Employee Self-Service Portal Community Portal Partner Portal Field Service and Project Service Automation Portal Customer Self-Service Portal Customer Self-Service Portal helps you guide your customers even when you are not sitting at your desk. A streamlined knowledge base helps them get answers to their queries when they cannot reach the support staff. The basic availability of a webstore being 24/7, support or assistance should also be available 24/7.  Such a self service portal encourages problem solving by providing relevant solutions without the intervention of your staff. This portal includes forums wherein customers can have discuss...

When it comes to integrating a customer portal, it is important to take into consideration that it is one that fits well into the workflow of your business. You should also take care that it functions smoothly with your Dynamics CRM. It should be fast, secure, customizable and with a range of functions.  Dynamics 365 has a neat portal solution. Since it is an Add-on solution, you need to take certain steps to add it to your CRM, and then install it. Here’s a step-by-step guide for installing the Dynamics 365 default portal Add-on: Installing the Default Portal Add-On for Dynamics 365 Steps to install Dynamics 365 default portal add-on: Step 1: Sign in to Microsoft 365 admin center. Step 2: From the navigation column on the left, select Show all -> select All admin centers. Step 3: From the list of all admin centers, select Dynamics 365 . Step 4: On the Dynamics 365 Administration Center page, select the Applications tab ...