How to Connect Third-Party Tools to Your Dynamics 365 Portal
Companies that invest in portals for Dynamics 365 often assume that that's all they need to create a connected ecosystem. What they do not understand is that to actually get the value out of a D365 customer portal , they need to go beyond CRM. They need to wire in the ERP where their financial team lives, integrate a trustworthy payment gateway, get a customer support agent, and their whole contracts database. Each connection removes a manual handoff. Each one trims a reason to pick up the phone and call your team. Add them up, and the portal turns into somewhere customers actually return to, because it answers more of what they need in one place. However, most of the teams underestimate how disconnected workflows can negatively impact their customer relations and internal processes. According to a survey conducted by MuleSoft showed that an average organization runs 897 applications, and only 29% of them are actually connected with each other, while the remaining 71% just sit ...