Why You Need a Dynamics 365 Partner Portal

by | Updated August 1, 2020 | Dynamics CRM

If your organization shares activities or data with outside companies such as resellers, distributors, suppliers, or partners, Dynamics 365 Partner Portals will give you the ability to provide them access to real-time information in a controlled environment.

A Partner Portal will extend the capabilities of your own Dynamics 365 environment in a way that empowers them to be a key player in your sales cycle.

You’ll be able to use this data to create reports, monitor opportunities, assign activities, and much more.

Powerful Design Capabilities

partner portal

Once you’ve granted access to your Partner Portal, you can decide how you want your pages and forms to display based on security setup. Pages can display dashboards, reports, and custom forms. If your partners need access to ticket information, access to product details, or even to submit invoices, it can all be done here.

Unique User Login for Data and Security Access

contoso

Example of Opportunities Distributed to a Partner

contoso opportunities

managed opportunities

The above example shows three opportunities that have been distributed to a Partner. This also illustrates how we’ve given them the ability to create a new opportunity on this page. Once they drill down into a record, they will have access to product and customer info, along with any other information you decide to display on the form. They can then update the record, and it will be visible to your team in your Dynamics 365 environment. And of course, the Dynamics 365 Partner Portal is also mobile friendly.

Mobile View

contoso managed opps

You can see how you’re able to provide information quickly to your partners, in an easy to use user interface. If you’d like to learn more, or discuss how your company could benefit from it’s own Partner Portal, don’t hesitate to reach out! Watch for more on Dynamics 365 Portals on our blog.

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