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.

Related Posts

0 Comments

Submit a Comment

Your email address will not be published. Required fields are marked *

Upcoming Events

august

05aug10:00 am10:30 amOn the Job with Dynamics 365 - Manufacturing Shipping / Receiving Department

05aug12:00 pm1:00 pmHow Ag Coops Can Simplify Processing Equity Payments using Levridge

12aug10:00 am10:30 amWhy Levridge Grain? How to Achieve Efficient and Accurate Scale Tickets

12aug12:00 pm1:00 pmThe Three Paths to Dynamics 365 Finance and Supply Chain from Dynamics AX

13aug11:00 am12:00 pmConfab with Stoneridge - Livestream - Inspire Keynote Breakdown

19aug10:00 am11:00 amWhat is Levridge? An Overview of the Ultimate Ag Solution

19aug12:00 pm12:30 pmThe Modern Manufacturer - Death by Safety Stock

27aug11:00 am12:00 pmConfab with Stoneridge - Livestream - Dynamics 365 2020 Wave 2 Preview

september

02sep10:00 am10:30 amThe Modern Manufacturer - Cycle Count Management

09sep11:00 am12:00 pmModernizing Batch Manufacturing - Ensuring Compliance and Quality Control

16sep10:00 am10:30 amThe Modern Manufacturer - Product Lifecycle Management

30sep10:00 am10:30 amThe Modern Manufacturer - Return Management

About Stoneridge
Stoneridge Software is a unique Microsoft Gold Partner, with emphasis on partner. With specialties in Microsoft Dynamics 365, Microsoft Dynamics AX, Microsoft Dynamics NAV, Microsoft Dynamics GP and Microsoft Dynamics CRM, we focus on attracting the most knowledgeable experts in the field to our team, and prioritize delivering stellar solutions with maximum impact for your business. At Stoneridge, we are deeply committed to your results. Each engagement is met with a dedicated team, ready to provide thorough, tailored, and expert service. Based in Minnesota, we intentionally “step into your shoes,” wherever you are. We focus on what you care about, and develop trusting, long-term relationships with our clients.

Subscribe To Our Blog

Sign up to get periodic updates on the latest posts.

Thank you for subscribing!

X