Dynamics 365 CRM Portal Capabilities

Portal Capabilities for Microsoft Dynamics CRM:

1.Good expertise in web engagement and CMS frameworks with an integrated bundle of web portal solutions for content management, knowledge and case management, opportunity management, membership, profile, and self-service capabilities to Dynamics CRM.

2.Use portals to set up an interactive, web-based sales, services, support and social engagement application platform.

3.Grow communities and deepen relationship with your users.

4.Use the front-side editing engine to publish content on a portal, plus a guide to the entities that make up the portals content management system.

5.Enable partner opportunity registration, management and routing. Your partners can manage these opportunities including updating their progress on opportunities that have been accepted.

6.Configure the portals and customize Dynamics CRM to modify the behavior or visual style of the portal, add dynamic content to the pages, assign rights and permissions to secure content and much more. 


  1. . In this simplified example I just made all leads available to all partners. You can use Scope = Contact and create a 1: N relationship between Contacts and Leads to enforce filtered views in the resulting Entity List microsoft dynamics 365 Training microsoft dynamics 365 project support

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