Managing Your Own Web Portal

To provide an exceptional self-service web portal experience to your customers requires attention to detail, constantly listening to your customers' needs and being able to adapt to changing business processes.  Nobody can serve the best interests of your customers and your company better than you. 

With that in mind, you need a web portal solution that you can manage on your own, without paying a third-party developer to maintain the solution and make updates.

To get you Started:

  1. Choose a solution that can provide a custom experience.  Don’t compromise your business processes and customers’ engagement because a solution can’t accommodate your needs – your solution should fit YOU.

  2. Choose a solution that you can manage in-house (without hiring developers)

“Our Marketing Department can manage our new portal exclusively which allows our Development team to focus on adding customer value to our products.”

What makes a Web Portal Solution Manageable by CRM users that are not Developers?

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Drag and Drop Functions

  • Manage the items in your web portal with the click of a mouse
  • Drag items within a form, to achieve the desired layout
  • Drag any CRM field onto a form, with point and click configuration tools
  • Add items, like a chart, to a page with drag and drop tools

    Page Templates that can be applied to any Web Page

    • Templates allow you to apply standard styles and branding to all web pages
    • Use widgets to make changes to page templates

    Permissions and Security

    • Easily manage authentication and access to data in your web portal
    • Control which contacts have access to what information from within Dynamics CRM and Dynamics 365
    • Define user names, reset passwords with Dynamics CRM and Dynamics 365
    • Create security roles and apply them to specific pages in the portal, or individual items on a web page

    Forms: Creating and Editing

    • Creating new forms and editing existing forms is key to managing your web portal
    • Use drag and drop functions to create a new form, for example a user profile form
    • Control the layout and placement of fields on your form
    • Easily edit the fields on a form to add or remove items as required

    Create an eCommerce Website

    • Adding eCommerce capabilities such as credit card payment processing is important in a modern web portal
    • Build pages displaying the checkout, product catalogues
    • Products can be synchronized with the Dynamics platform
    • Define shipping methods, have the web portal automatically calculate shipping charges and delivery times
    • Configure payment options with prebuilt payment processors

    SharePoint Integration

    • Using Widgets you can Configure SharePoint Integration with your web portal
    • Drag the SharePoint widget onto a form, and configure the setting
    • Define if users can upload, edit or delete documents, and restrict document types

    Profile Management

    • Setting up a User's Profile on your Portal is an easy way to get started
    • Introduce your Customers to your Portal with Profile Management. This is an easy way for them to get started too.

    Training and Support

    As with any new technology solution, accessing training to get things started is quite important.  You will want to choose a solution provider that offers Comprehensive Live Training, Recorded How-to Videos and Live Q&A Sessions.

    “The Daily Q&A sessions were extremely valuable. We had to come up to speed very quickly, and whenever we ran into an obstacle, we simply jumped on the next day’s Q&A call. Their Tech Support team answered our questions every time – and actually walked us through the answers, so we learned as we went along.”

    Margaret Connelly, Tecplot Marketing and Web Content Manager Vertical Lift