ABOUT IOTAP
IOTAP is a Microsoft Dynamics partner that provides billing automation and subscription management solutions + More
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11710 Plaza America Dr. Suite 2000, Reston, VA 20190, USA
- Tel : +1-703-884-3363
- Email : [email protected]
Dynamics 365 Portal Invitation – Issue with invitation redemption
/in Dynamics 365 PortalsDynamics 365 Portal Invitation Issues One of the available ways to invite a user to the portal is to generate an Invitation on a Contact and email this invitation with the one time “redemption code” to the user Every invitation email sent has a unique invitation code which is valid only for the contact to […]
Contact Management from Dynamics 365 Portal – Part 2
/in Dynamics 365 PortalsImplementing 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
/in Dynamics 365 PortalsSituation 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 Portals Authentication – Options and Features
/in Dynamics 365 PortalsDynamics 365 Portals 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 […]
Use Cases for Dynamics 365 Portals
/in Dynamics 365 PortalsMicrosoft 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
/in Dynamics 365 PortalsWhile 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 […]