Contact Management from Dynamics 365 Portal – Part 2

Implementing duplicate detection from the Dynamics 365 portal Activating Inactive users Situation The Portal Contact form was being used by Admin for managing contacts to Create, Edit & Deactivate from Portal. When new Portal contacts were created from the portal, Duplicate records were getting created despite the Duplicate Detection rule on Dynamics. It, however, showed […]

Contact Management from Dynamics 365 Portal – Part 1

Situation The Customer service Portal using Azure AD authentication was being used by the client to collaborate on products changelogs, consumption changes, Invoices, project documents and updates, customer service tickets and Company information management Customers have multiple users belonging to different departments who need to access the portal and review and update information in different […]

Dynamics 365 Portal Authentication – Options and Features

Dynamics 365 Portals provide multiple authentication mechanisms and features which are very easy to configure. Having said that, rather than allow all modes [which may ultimately result in clutter and confusion] answers to a quick survey of the below questions should be collated when finalizing them. Who are the Potential portal users – Internal employees […]

Use Cases for Dynamics 365 Portals

Microsoft made a strategic move with the transition to the Dynamics 365 product by dividing the previous modules into standalone apps – Customer Engagement– henceforth referred to as CE Apps  Organizations, whether we are using one or even all the apps on CE, are constantly engaging with the customer, building the data in the App […]

Top 10 Reasons to Invest in a Dynamics 365 Portal

While each Organization must find its own trigger, I’ve laid out some common underlying set of reasons which resonate across Organizations  1) Productivity Repeated and redundant Tasks of creating, updating and maintaining data, especially when it is worked on by multiple groups within and outside the organization is done away with.   Setting notifications and alerts […]

When is the Right Time for Businesses to Invest in a Dynamics 365 Portal?

Where there are other financial* and IT** considerations which may impact the decision, there are 2 main situations which can be used to identify if the Organization is ready for/ needs a Portal.    1) When Dynamics data/ documents need to be regularly be viewed/ shared with external users – customers or partners.   Client and partner […]