Using a Dynamics 365 Portal allows you to provide self service access to your customers. Once they are logged in, they can view their cases and any other account data you have provided. That’s great, but would about customising their experience even more? Liquid is an open-source template language integrated into portals which we can … Continue reading Using Liquid To Enhance The Portal Experience
Your search results for portals has returned 27 posts
One of the pieces of functionality that is standard in the Microsoft Dynamics Portals is the forgotten password functionality. If a user has issues logging in, they should be able to simply click the ‘Forgot Your Password?’ button, supply their email address, and get an email with a reset link to then be able to … Continue reading Forgotten Password Functionality – Dynamics 365
This post marks the beginning of a series of articles on Microsoft Portals for Dynamics 365. I remember starting out with portals when it was still ADXStudio, it was a challenge! A lot has changed since then to make it much easier, but it can still be slightly daunting if you are doing this for … Continue reading Setting Up A Portal – Dynamics 365
It wasn’t that long ago that I had my first introduction to presenting for the D365/CRM User Group community and took part as a presenter in their Virtual Summer Camp. The experience was fantastic, and an event I was proud and honoured to be a part of. It’s a fantastic feeling sharing knowledge and ideas … Continue reading D365UG/CRMUG – Presentation in Manchester
Just over a 12 months ago I decided to start this blog. I’ve had them on and off for over a decade writing about different subjects but always enjoyed the process and sharing knowledge, information and ideas with anyone that might stumble across one of the articles. Having created websites and taught others about social … Continue reading Top 10 Blog Posts – My Year In Review
Using the Microsoft Portal that comes with Dynamics 365 CRM just makes sense for any organisation with a customer service or support function. I see more and more companies moving away from a model where clients send emails and moving more towards a fully functioning self service portal. One aspect of the portals that can … Continue reading Creating Consistent Communication Using Portal Comments
Want to receive content directly? Subscribe below to be sent an email for each new post. You will never be sent any unsolicited email, and can unsubscribe at any time. D365 & Power Platform Customer Insights – Journeys (D365 Marketing) D365 Marketing Event Portal Microsoft Clarity Microsoft Bookings Personal Brand Portals Power Automate Tools & … Continue reading Subscribe to new articles