PORTALS FOR DYNAMICS 365
Open your business 24/7 with a web portal
Empower your customers and save time
What is a portal ?
It’s a secure area of your website, where users can make requests and read personalised information
- Orders
- Tickets
- Member records
- Bookings
Why AMS portals?
Our portal solution directly connects your website with Dynamics 365. It’s a simpler and cheaper solution than Microsoft PowerPages, Microsoft’s portal product.
Why do I need a portal
- Save admin time – let users manage their own requests
- Boost your service by giving accurate and immediate answers
- Speed up customer service and delight customers
- Improve your communication with an efficient and secure alternative to email
- Create long term engagement with your customers
88% of users expect an organisation to have a self service support portal
What can I use a portal for?
Customer service
- Log and monitor support queries
- View FAQs and knowledgebase
- Update account details and order new services
Event management
- Handle event registrations
- Buy and download tickets
- No need for third party software
Memberships
- Handle member queries
- Renew memberships
- View and update account details
Intranets
- View and add to company knowledge base
- View training plans and HR information
- Build personal profiles
Partner portals
- Sign up new partners
- View orders, invoices and transactions
- Check commission payments
Project management
- Sign off work done
- View project progress
- Exchange documents securely
...and you could use a portal for
- Job applications
- Field service
- Vendor collaboration
Web portals we've made
Supplier Portal
Letting suppliers manage their orders 24/7
Customer Portal
Letting customers view and accept quotes 24/7
The solution to integrate your website with Microsoft Dynamics 365
Want to take a look?
Or call us on
01422 824831
hello@allmysystems.co.uk
Our Dynamics 365 portals connector works with WordPress, but if your site doesn’t use WordPress, don’t worry! There are other options to create a portal. Get in touch and we’ll talk through them.
If you can see it in CRM, then you can add it to a portal. These data types entities are used regularly
- Contacts
- Accounts
- Orders
- Cases
- Quotes
- Invoices
Unlike the traditional Microsoft portals licencing which is calculated per user plus a large software cost, our licencing is a smaller, fixed charge, with unlimited users and queries.
You can use the same secure authentication as is used for your Dynamics 365 login.
If there is any data you wish to show to the public, you can safely expose this without compromising the security of your other sources.
Yes, portals are often used for suppliers and resellers to communicate with business partners. The portal we built for Tank Topper lets their partners view and edit account information
How does a portal work with my site?
- Our solution uses WordPress - the number one website building tool
- White label - It's easy to design to match existing website
- Licencing costs are cheaper compared with Microsoft's Dynamics portal solution - PowerPages
- All data shown is live from CRM - no delays
Or call us on
01422 824831
hello@allmysystems.co.uk
Works with your Dynamics 365 version
- Sales
- Customer Service
- Field Service
- Marketing
- Business Central
- Human resources
Why All My Systems?
We have the knowledge of a big company, with the personal touch of a small one
We’re passionate about improving businesses
We get under the skin of your business to find the best solutions
It’s always about people, never technology first
We believe engaged and committed people drive businesses forward
We solve difficult problems to help business grow
Find out how easy it is to get up and running with a Dynamics 365 portal
Or call us to book on 01422 824831
email: hello@allmysystems.co.uk
