4 Industries That Can Benefit from Dynamics 365 Portal in 2022

‘One size fits all’ is usually not possible when it comes to fulfilling the requirements of different industries.

Every industry has different needs and may require different solutions.

But what if I tell you that there is a tool that fits all industries?

Yess, you can make the tool ready for your industry challenges with only a few customizations.

I am talking about a Dynamics 365 portal solution.

This incredible tool will ensure good communication, collaboration, security, customer experience, and productivity.

It will enable you to stand out in the competitive crowd of 2022.

This article looks at how this tool benefits the legal, nonprofit, real estate, and IT industries. Here, we have covered fundamental and advanced features of the tool to give you a detailed understanding of a Dynamics 365 portal’s capabilities.

• Legal Industry

“Why would you need a digital solution to deal with court matters physically?” this will be your first question, right? But you will be amazed to know that this digital solution can help you in unexpected ways.

Now tell me, what is your biggest challenge as someone who belongs to the legal industry? Doing tedious manual entries? Constantly worrying about the security of documents? Managing the workflow? Setting up reminders? A Dynamics 365 portal has a solution for all of these problems.

With centralized data, you don’t have to waste your time finding the document you want. You can simply add filters and access the right documents from one place.

You can privately share the documents with a role-based access feature that allows you to share only necessary access to concerned users.

With constant and automatic CRM syncing, you don’t have to fill in the data in the portal manually.

Portal provides real-time notifications to ensure you don’t miss important meetings.

It assists you in offering better client services by providing self-service options and a mobile-friendly interface.

• Nonprofit Industry

Nonprofit organizations are the backbone of society. This industry is in dire need of a tool that can manage its operations and solve challenges like:

• Maintain donors’ pipeline
• Find enough financial support
• Engage participants
• Organize several events
• Find right volunteers
• Manage tasks with deadlines
• Stay updated about mass marketing campaigns
• Conduct meetings and seminars
• Manage members and volunteers

For managing everything, you cannot rely on spreadsheets. Plus, it is time and effort-consuming to maintain those sheets.

A Dynamics 365 portal is the one-stop solution for you. It helps with automating the processes.

It stores data in a centralized place to provide information from various channels in one place. You can view, edit, and manage information easily from one place.

With features and functionalities like user management, you can keep track of the audience and their activities, like what and how many events they have attended or signed up for.

You can also track previous donation details like invested funds, recurring donations, etc.

The portal allows you to manage the onboarded volunteers and members, contributions tasks, profiles, etc.

You can provide an option of automated fund transfer. This way, a selected amount will be deducted from their accounts every month or year and transferred to you. You can have a loyal group of donors easily with this feature.

The knowledge base section provides helpful information to keep volunteers, members, donors, and viewers updated with the latest information about your organization.

A Dynamics 365 portal has features like dashboard receipt management, secure access, live chat, calendar, etc., that can make your operations easy.

• Real Estate Industry

With 90% of home searches happening online, you don’t want to miss many potential buyers, right?

You need an online platform and a portal to digitalize your real estate business properly.

Most real estate businesses have a real estate portal.

It automates their manual work to save their time and effort.

A real estate portal for Dynamics 365 provides all details your customers need – from photos of properties and build year to booking touring slots. You can have several self-service options like live chat, chatbot, FAQs, knowledge base, tutorials, videos, etc. This way, self-service becomes easy and more helpful for the customers.

You can even analyze customers’ demands by their data. It will help you provide relevant solutions per their requirements and interests. This will eventually increase your sales and customer engagement.

You can combine user data with market trends with the help of location-based services. This way, you can deliver personalized services to your consumers and enhance their overall experience with your company.

Portal is a centralized solution that enables you to manage several business operations and access all the data from one place.

This portal provides secure payment options to enable direct payments via the portal.

• IT Industry

The biggest challenge an IT company has faced in recent times is providing secure and easy remote work. In most cases, supervisors find it difficult to manage, communicate, and collaborate with the team. Keeping everyone on the same page seems time and effort-consuming.

But not when you have a Dynamics 365 portal! You can manage projects, IT issues, HR operations, payroll, communication, collaboration, etc.

This portal has different modules to separate each department and form a well-categorized knowledge base. Users can manage queries, track their service status, request services, and live chat with agents. In short, the portal helps you with ticket generation, case deflection, query management, partner management, and team management.

You can add, update, edit, or remove the user details to get a clear view of all queries and manage records from a centralized place.

You can also opt for a custom Dynamics 365 portal with the features you want to automate your business flow.

This will save you hours and effort.

Wrapping Up

With customization, you can have only the required features in your portal. It will save money and provide the value you expect from a portal. You just need to contact a company that aces in portal development. You need to ensure they have authentication certificates, experts onboard, and experience in all industries.

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