Partner & Vendor Management


First and foremost, you can provide self-service capabilities to your customers and partners via these web portals. Both portals are fully integrated into Microsoft Dynamics 365 and allow web users to view and edit personal information, open service cases, search the KB for a solution, and schedule services in a timeframe that meets their needs.

Product Registration

You can expose product registration functionality to the portal so that your customers can register their specific product purchase information. This information is connected to their contact information in CRM and can be used for many sales, marketing and service scenarios.

Event Management

The event management module allows you to seamlessly plan, manage and optimize events with Microsoft Dynamics 365. Events can be published to the portal where customers can register their attendance for these events. You can then track all responses and leads from those events to maximize business opportunities.
Your customers or partners can view the events calendar, register for one or more events and add the registration information to their calendar.

Partner Relationship Management

The Partner Relationship Management (PRM) portal allows partners to easily engage with your organization on co-selling opportunities.

You can better track, manage and leverage partners by distributing sales leads and centrally managing sales opportunities through the partner portal. Partners can register deals they are working on and download sales literature that you publish to the portal directly from Microsoft Dynamics CRM 365. You also have the ability to create an “opportunity pool” for sales opportunities with no attached partner. These opportunities are published to the Partner Portal and partners can then “bid” for the right to manage a specific opportunity. The PRM solution allows you to track revenue generated by partners directly in Microsoft Dynamics 365 which allows for better measurement of partner performance.

Partners are able to easily collaborate and co-sell with you via the portal in a convenient and secure way.

Manage web content from the portal itself

You can customize the functionality, pages, links, formatting, images and all text that goes on the web portal via the portal itself without having any knowledge of web programming.