EMPOWER CUSTOMERS WITH POWERAPPS SELF-SERVICE PORTALS

POWERAPPS WEB PORTALS Extend Dynamics 365 by deploying a self-service web portal for customers, partners, employees or other contacts.

Get started quickly with a pre-built portal template.

Define portal themes and styles to match your branding and website.

Enable portal users to access information in a secure environment

that is fully integrated with D365

DELIVER 24/7 SELF-SERVICE Meet rising expectations by implementing an on-demand self-service portal that is natively integrated with Dynamics 365. Enable clients and other contacts to log service issues and check the status on their recent cases - even when your office is closed. Help portal users save time by finding answers themselves through embedded knowledge capabilities. Deflect potential service issues by developing a library of knowledge articles that empower customers to find answers to frequent issues and questions at any time. Promote the convenience of your web portal to increase engagement, capture ideas and stand out from the crowd.

PERSONALISING YOUR PORTAL Personalise your web portal to share the information that matters most to your users within a single interface. Share data from any entity and field on read-only basis, or enable portal users to write changes directly back to Dynamics 365 and the Common Data Service. In addition to personal contact data, web portals can be used to publish details of active contracts, agreements, appointments, applications and projects. Enable users to participate in community forums, and apply dynamic content for advanced personalisation that adapts portal pages, controls and layouts for different user types. For bespoke requirements, the custom portal framework is completely extensible and flexible to fit virtually any scenario.

SAFE & SECURE ENVIRONMENT

To gain portal access, each user will require web authentication. In Dynamics 365, role based security permissions control what type of records and pages individual users can access. Through multiple security roles, administrators are able to manage portal access across entities and enable read / write permissions within Dynamics for each user type. To ensure GDPR compliance, users can be prompted to accept your terms and conditions that detail the usage of your portal and how their personal data is processed. Portal auditing capabilities ensure that user actions, including acceptance of terms and conditions, are recorded which feeds into Office 365 security and compliance centre.

5 IMPORTANT PORTAL FACTS

#1 Portals are type of app that is launched within PowerApps using a simple designer to quickly build and deploy low-code responsive web sites. #2 Each Dynamics 365 Customer Engagement customer is able to deploy as many production and non-production web portals as needed. There is no requirement to purchase individual portal licences. #3 Your portal will be 100% housed and maintained within the Common Data Service and integrated with your Dynamics 365 environment. #4 Portals are licensed based on usage. For authenticated users this is metered by external users logging in to your portal. Anonymous users PowerApps Portal are licensed by page views. Sufficient monthly capacity should be purchased to reflect external usage for all deployed portals. #5 By default, web portals are deployed securely in the cloud - there will be no new hardware to procure, certificates to install, or web servers to provision.

IMPLEMENTING YOUR PORTAL...

In many instances we assist our clients in building and customising their integrated web portal as a fixed price engagement. Using the customer self-service template as a base build our implementation service covers: • A scoping consultancy to discuss your portal requirement and objectives • Documentation write-up to define your requirement and detail how we will deliver this work • Building your web portal to include web roles, enabling cases integration, configuring a knowledge base and

skinning the portal to reflect the look of your corporate website • A review session in which we will present the portal, collect your feedback, and implement changes • Project management of your portal implementation

GET IN TOUCH

LEARN MORE ABOUT THE CAPABILITIES AND BENEFITS OF AN INTEGRATED POWERAPPS SELF-SERVICE PORTAL. CONTACT US TODAY TO RECEIVE TRANSPARENT IMPLEMENTATION PRICING.

www.preact.co.uk

Vandervell House, Vanwall Business Park, Maidenhead, Berkshire SL6 4UB

0800 381 1000 +44(0) 1628 661 810 sales@preact.co.uk