Forum Discussion
Teams as Client Portal
I am a solo attorney seeking to create an information sharing experience with clients to reduce phone call volume, and provide an opportunity for clients to see their information. I looked at sharepoint and to my understanding at the least there is a $5 per user charge per month. With 70-80 clients, this is not a cost effective solution.
Would Teams fit my use case? I want clients to be able to see their documents, and have the chance to update me on their medical condition via Microsoft Forms. I also would see tailored information based upon their case status.
My clients are not business people - I would expect few have MS 365 or Teams. I realize Teams might not be "as good" as a full-fledged client portal, but I do harbor doubts as to how readily my client base would use a portal/inform sharing application at all. Thus, I want to test the idea at low cost.
standenman Teams/SharePoint will all have the same licensing, it becomes complicated depending on exactly which license you have, some allow Guest access without additional charge.
This doesn't really change the fact that these are communication and collaboration tools, not built to be something customer facing. I would expect that Dynamics CRM is far more likely to provide a suitable customer portal.
StevenC365 wrote:This doesn't really change the fact that these are communication and collaboration tools, not built to be something customer facing. I would expect that Dynamics CRM is far more likely to provide a suitable customer portal.
Maybe Power Pages too?
- Yes but Dynamics is quite pricey.
