BizPortals 365 New Version is Up and Running – Enhanced Project Management, Improved Document Discovery, Advanced Library Viewer, Dynamics CRM, Customer Partner Portal and More.

You asked we delivered…!! We are happy to announce the release of a new version of BizPortals365 packed with new features and improvements.

BizPortals is dedicated to constantly redefining the modern intranet as a comprehensive and cohesive workplace solution. We are always keen to address your document management, task management, HR/employee management, business automation, collaboration, and communication needs.

We are excited for you to see our newest additions, so let’s get to them

Better project and task management with Kanban Boards

• Kanban boards provide easy task and workflow visualization
• The boards are arranged in buckets/columns which can be displayed either by “status” (active, in progress, complete) or by “priority” (high, medium, low)
• Color codes offer more clarity to the various aspects of a task. For example, a red flag denotes high priority and a red date denotes an overdue task
• You can drag and drop boards between buckets to easily reorganize tasks
• Simply click to open a task and make other changes like assignments, due dates, and descriptions.

Improved document discovery

• Quickly access the documents you need with advanced keyword-based search feature without having to navigate to the individual libraries
• Perform all document actions, including uploading, versioning, sharing, and searching, from this library view
• Preview feature for Microsoft Office documents – Word, Excel, PowerPoint – lets you see what’s inside without opening them
• Pin important documents to always stay on top of the list
• Edit more than one items at once with bulk editing features
• Categorize and tag content including keywords, author names, categories, and dates for easy discovery & navigation of documents
• Customize your workflows to streamline the document approval process that automatically updates all authorized team members regarding the document approval status until it is finalized.

Advanced Library Viewer

• Toggle between libraries within a department/team site by selecting them from a drop-down
• Create relationships between different lists by using a combination of unique columns to enhance your ability to preserve the data integrity and create sophisticated business solutions
• Sync your library with your computer or with Outlook in a few clicks
• Access your frequently accessed files, folders, and libraries with quick links
• Create your custom library views with the standard features of sorting, moving, resizing, ordering the headers, and wrapping the text. You can switch to different library views in a single click
• Bring multiple files and folders in one go with File Dropbox. You can easily drag and drop these files and folders to get them stored directly in the individual libraries. You can also create multiple instances of File Dropbox and give custom names to organize your documents in the best possible ways.

Sync favorite document libraries to your computer

• Sync your most accessed document libraries to your computer to quickly access and work with documents across different libraries
• Access your synced libraries and add, edit, delete documents within the library, without logging into the portal
• The two-way sync gives you an updated view of the library and updated list of documents at all times
• Connect your favorite document libraries with Outlook, Drag and drop documents into emails for sharing
• Perform all document actions, including uploading, versioning, sharing, and searching, from this library view
• Consolidate your calendars to bring your Outlook calendars with a click of a button, access all your appointments, events, meetings in one calendar view.

An efficient document approval system

• Set up a customized approval workflow with a quick, efficient, error-free, and standardized automated system
• Conduct the workflow notifying users that they need to provide approval and tracks the process through to completion
• Documents approval workflows can be defined at the level of the library
• Single or multiple approvers can be selected for the process and the order in which documents will route to these approvers can be set. The order can be either serial or parallel
• Set a deadline for document approvals to ensure that the documents are finalized on time. The approvers receive timely email reminders and can see their pending approval tasks in their task list in real-time.

eSignature Solution

• Specify and order any number of signers based on different roles and access beyond signing permissions to control every step of the process
• Sign documents electronically and ensure that your eSignatures are widely accepted for most of the business transactions
• Request signatures, send reminders, check the status of documents, and view audit trails with DocuSign
• Protect your highly confidential information with high-end encryptions and making every document tamper-evident.

Microsoft Dynamics 365 Integration

• Deliver excellent customer support, search knowledge guides, collaborate with communities, learn more about the product and service offerings
• Bring a new level of productivity with Microsoft 365 tools like Outlook, word, excel, OneNote, Power BI along with CRM solution
• Easy CRM access to provide a connected view of data intelligence on customer records, transactions, behaviors, and predictive insight tools
• Automate repetitive and manual business processes, workflows, and tasks to move the needle of business efficiency
• Embrace an integrated system with business workflow and process automation features of BizPortals 365 to bring a new level of productivity and CRM success.

Customer Partner Portal Integration

• Access to the self-service portal to provide instant access to information, excellent online customer experience
• Enable your business to be always available and integrates well with your ERP/CRM/Intranet
• Create automation workflows for enhanced customer interaction management on time-based or event-based triggers
• The self-service portal provides you a place to share customer-centric information like product, pricing, delivery, payment options, and easy access to the knowledge base, FAQ, user manuals, articles, and videos to ensure the successful self-service journey of customers
• Streamline customer and partner communications at a central place from multiple channels like phone, chat, email, social media into a unified portal
• Important data insights to improve your team performance and ensure powerful business reporting
• Tailored experience and role-based access feature to control access to products, shipping methods, payment options, and other important functionalities.

We hope you have enjoyed exploring the features of this latest version. BizPortals 365 offers a ready-to-use modern intranet solution with advanced tools and functionalities to improve collaboration, address your document management, task management, business automation, project efficiency, and communication needs. Schedule a DEMO to explore the new version of BizPortals 365 and take your business to the next level.