Overview
The Partner Portal allows the distribution and tracking of opportunities and agreements that link you to your partners. It provides users with account management capabilities and access to relevant information for successful operations.
Multi-partner collaboration
In other words, it allows different partners to participate in the same opportunity. This maximises sales and provides a better customer experience.
Cycle management. Enables the strengthening of relationships with your business partners.
Register of agreements providing different benefits.
Advantages
Portal features for Dynamics 365 for Customer Engagement bring qualified expertise in web engagement and CMS frameworks with an integrated suite of web portal solutions that add sophisticated content management, knowledge and case management, opportunity management, underwriting, profiling, and self-service capabilities to Dynamics 365 for Customer Engagement.
Some of the features of having your Partner Portal integrated with Dynamics 365 include:
- MS Dynamics 365 Integrated Workspace
- Created with CMS
- Secure login
- Create bulk credentials
- View Quotations, Invoices, Orders and Contracts
- Custom module design
- Calendar management
- Role Accessibility Specified
Implementation
Dynamics 365 Portal allows organisations to easily extend Dynamics 365 entities, features and functions to external audiences such as customers and partners.
Now in April 2019, we will continue as part of the launch unveiled on 18 October 2018, with changes and updates coming soon and embark on a journey to make Dynamics 365 Portal external customer care.
In addition, one of the key promises we will see in 2019 from Portal is to extend its business processes to external users. With the enhancements in this release, organisations that use Common Data Service (CDS) for applications will be able to connect a portal to their organisation's CDS with Apps.
Developments
Dynamics 365 Portal allows organisations to easily extend Dynamics 365 entities, features and functions to external audiences such as customers and partners.
Now in April 2019, we will continue as part of the launch unveiled on 18 October 2018, with changes and updates coming soon and embark on a journey to make Dynamics 365 Portal external customer care.
In addition, one of the key promises we will see in 2019 from Portal is to extend its business processes to external users. With the enhancements in this release, organisations that use Common Data Service (CDS) for applications will be able to connect a portal to their organisation's CDS with Apps.

Integration
The Partner Portal, in addition to its native integration with the standard Dynamics 365 entities, also incorporates integration with:
- Microsoft Dynamics 365 for Project Service Automation
- Microsoft Dynamics 365 for Field Service
- Implementation of GDPR on all Portals
- Integration with Power BI dashboards/reports (With Power BI Embedded, administrators can provide access to Power BI dashboards and reports for users who do not have a Power BI account.)
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