Best practive for Partner Portal

Brass Contributor

Best practive for Partner Portal.

 

My customer is using Dynamics 365 for Sales and Customer Services. They have 120 partners who need to connect to the Dynamics 365 system with requests such as Chat directly with the salesman who manages them, receive new sales programs, Create and manage Customers with the salesman, Create and manage opportunities to create and manage quotes, create and manage orders, View commissions they are entitled to, and confirm receipt of commissions, register to sell new products, capture customer feedback, and much more. Many requirements such as notification, communication...

 

What is the best practical solution for this requirement, developing with Power Page, or choosing a certain low-code for development.

 

Thanks in advance

Truong Dai

1 Reply

Hi @daibt 

 

If you're a Partner or Indirect Provider, you can log into Partner Center to find the resources to resolve your solution, such as the Dynamics 365/D365 Licensing Guide (LG) and/or Microsoft Learn Docs. 

 

For the D365 LG:

  • D365 Customer Service helps you manage customer relationships, empower your customer service agents, and provides a branded, personalized self-service experience through a searchable knowledge base that delivers consistent, up-to-date answers. Streamline customer support and help customers find the understanding they need to ensure product satisfaction and build customer loyalty. See pg.12 for details, or review Welcome to Dynamics 365 Customer Service | Microsoft Learn
  • D365 Sales helps to keep track of your accounts and contacts, nurture your sales from lead to order, and create sales collateral. You can also create marketing lists and campaigns and follow service cases associated with specific accounts or opportunities. See page 25 of the D365 LG for details, or reviewWelcome to Dynamics 365 Sales | Microsoft Learn

 

Note: If you are a Microsoft Reseller in CSP, you work with Indirect Providers (aka distributors) who have a direct relationship with Microsoft and can provide you with customer support, pricing, and billing that help to ensure your success.

 

If this reply answers your question, please Accept as the solution to help the other members find it more quickly. Otherwise, please let me know if you need further assistance on this topic.

 

Regards,

Microsoft CSP Licensing Concierge