Automate CRM processes and provide an exceptional web portal experience to your customers with Dynamics 365 integration
Reimagine the Customer Relationship Management with Dynamics 365 integration. With BizPortals 365, you can launch a full-fledged customer support and service portal which is 100% housed and integrated with your existing CRM system.
The Dynamics 365 portal offers the building blocks of document management, automated workflows, project and task management, business reporting and analytics, enhanced mobility, various other social collaboration, and self-service tools. All the Microsoft 365 productivity tools can be used seamlessly with an integrated view of the CRM solution to leverage disparate information in the organization.
Whether you are a small business or a large organization, customers always remain the priority. The combination of Microsoft Dynamics 365 and intelligent applications of Microsoft 365 has the right capabilities to improve your operational processes, workflows, strategies, and business profitability.
The integration of Dynamics 365 CRM with the productivity applications of Microsoft 365 provides a connected view of customer records, transactions, behaviors and preferences, and predictive insight tools for decision-makers. In addition to the Microsoft 365 capabilities, Dynamics 365 integration offers a SharePoint portal to provide instant access to key CRM information available with SharePoint CRM templates.
BizPortals 365 integrates your ERP and CRM systems to deliver a flexible solution while utilizing the best features of SharePoint. If you are already a SharePoint and Microsoft 365 user or thinking to become one, the integration of Dynamics 365 can help you automate your business, improve CRM processes, and save a lot of time and money.
Take your customer service to the next level with the must-have features of BizPortals 365
Schedule a DEMO to know how you can help sales, service, and support teams to improve the customer experience.