Portals Functionality Overview
This February, we have a new update for Dynamics 365 Portals,  Version 8.4.0.275. The update boasts new features that increase efficiency and resolve previous minor bugs and glitches.

Dynamics 365 Portals deliver a best-in-class web engagement experience for community, partner management, customer service and a breadth of other solution areas. Portals encourage your clients, partners and prospects to self-serve and manage their enquiries, data and support through a simple, secure online log-on.

One of the most compelling features of the Portal Capabilities of Microsoft Dynamics 365 is the set of functionalities centered on presenting Dynamics 365 (CRM) data to a web audience using configuration only.

Ultimately, portals allow your company more scope to engage with your communities.

Here are some new aspects we like the look of:
Portal control for the GDPR compliance
  • Portal administrators can make configurations in line with the GDPR standards to ensure portal users have consented to the use and storage of their personal data. This allows admin access to review and update privacy policies and terms and conditions as well as defining user status such as minor users who require parental consent use the portal to harness online safety.
Resolve portal errors
  • Portal developers can now address issues with bugs and errors immediately with access to the error log for thorough technical support. Make your portal live and automate issues straight to the Azure Blob storage server so your portal customers can report faults.
Authentication key update alerts
  • In order to integrate your portals with Dynamics 365, your organisation will be connected to Azure Active Directory. This is an essential part of provisioning your portal. Now, portal administrators can receive alerts in advance of expiry and renew the authentication key in the Portal Admin Centre.

Did you know that a fully hosted and supported, Dynamics 365 Portal is included in your Dynamics 365 licence subscription?

If you’d like to explore getting started with your portal, contact us or call +44 1273 921510

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