Dynamics 365 Portals Solution for Microsoft Partners

Dynamics 365 Portal Case Study

The client is a privately-held, business management and technology solutions firm whose customers range in employee-size from less than 30 to large multinational corporations.

The Sales and Finance teams had already adopted the Work 365 app and were looking for a single place where all Customer documents – Contracts, Agreements, Invoices etc were seamlessly shared and no duplicates and redundant, stale information was exchanged.