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Ease third-party operations with custom-built Dynamics Portal Solution

Imagine spending almost 70% of your IT budget on integrating third-party software. That’s not just a lot of money, it’s also a lot of time and energy that could be spent on expanding your business.

But here’s some good news: there’s a solution that can help you ease the burden of third-party operations and manage your CRM from one central hub. It’s called Dynamics Portal – a custom-built solution that streamlines third-party integrations and simplifies your workflow.

So, let’s take a closer look at how Dynamics Portal can revolutionize the way you do business.

Introducing Dynamics Portal

We couldn’t help but notice that some of you are still struggling with managing your third-party operations. Dynamics Portal is like a superhero that swoops in to save the day when you’re feeling overwhelmed by your CRM. Dynamics Portal is a custom-built solution that allows you to easily connect third-party tools to your CRM and manage everything from one central location. 

Now, we know what you’re thinking. “How is Dynamics Portal different from all the other CRM solutions out there?” Well, let me tell you. Dynamics Portal is designed to be tailored to your business needs – it’s like getting a bespoke suit that fits you perfectly and makes you look like a million bucks.  

With seamless integration of third-party tools, it’s like adding sprinkles to your ice cream – it just makes everything better. And by streamlining your third-party operations, Dynamics Portal can help you save time and money – it’s like hiring a personal assistant who always has your back. 

With Dynamics Portal, you can provide your customers with a seamless, intuitive experience. It’s like giving them a red carpet treatment – they’ll feel like VIPs. And isn’t that what we all want for our customers? 

Benefits of a Dynamics Portal Solution for Third-Party Operations


If you’re a service provider, Dynamics Portal is the answer to your problems. With a Dynamics Portal Solution, you can streamline the process and reap the benefits! Here are some reasons why:

  1. Reduction in Support Requests: Nobody likes dealing with endless support requests, especially service agents who have to handle them all. A Dynamics Portal Solution can help ease the load by providing customers with a knowledge base of articles they can use to solve their own problems. It’s a win-win: customers get the help they need without having to wait, and service agents have more time to focus on complex issues. 
  2. Improved Customer Service Experience: Customers are the lifeblood of any business, and providing them with a seamless customer service experience is key to keeping them happy. With a Dynamics Portal Solution, customers can quickly find answers to their questions and even create and manage support cases through an easy-to-use interface. That means less frustration for them and more satisfaction for you! 
  3. Relevant Knowledge Base Articles: The Dynamics Portal Solution takes things one step further by suggesting relevant knowledge base articles based on the customer’s issue. It’s like having your own personal genie, but instead of three wishes, you get answers to your problems! This feature saves time for both the customer and the service agent, making everyone’s life easier. 
  4. Easy Management of Vendor Contacts: Let’s be real, managing third-party vendors can be a nightmare. But with the Dynamics Portal Solution, keeping track of vendor contacts and new collaborations is a breeze. No more frantic searches through emails and spreadsheets; everything is right there in one place. 

Dynamics Portal Solution can work wonders for third-party operations by reducing support requests, providing a better customer service experience, suggesting relevant knowledge base articles, and simplifying vendor contact management. So why not give it a shot and see how it can revolutionize the way you work with third-party operations? 

How custom-built Dynamics Portal Solutions can ease third-party operations?

Let me share with you a jaw-dropping fact: Forrester says companies that prioritize customer experience (CX) can expect to see a revenue increase of up to 5 times more than companies that don’t prioritize CX. This emphasizes the importance of providing a positive customer experience, and why solutions like a Dynamics Portal can help businesses achieve that goal. 

But wait, there’s more. A custom-built Dynamics Portal Solution can also be tailored to suit various third-party operations such as supplier management, partner collaboration, or customer self-service. And why is this important, you may ask? Because creating a seamless customer experience is crucial to building lasting customer loyalty.  

With a Dynamics Portal Solution, your customers can easily find the answers they need, create and manage support cases, and more, all through a user-friendly interface that keeps them coming back for more.

Knowing all that you can get and actually get makes it sweeter, right? Well, guess what, a US-based manufacturing company used custom-built Dynamics Portal Solutions to streamline their third-party operations. They reaped incredible results too. Read more here

Dynamics Portal Key Features

dynamic portal solution FeaturesLet’s delve into some of the key features of a custom-built Dynamics Portal Solution. The first on our list is personalized branding. Did you know that consistent branding across all channels can lead to a whopping 23% increase in revenue?  

That’s a number that shouldn’t be taken lightly. With a Dynamics Portal Solution, you can effortlessly customize the look and feel of your portal to match your brand’s unique style and messaging, providing your customers with a seamless experience from start to finish. 

Another critical feature is the ability to integrate with existing systems. Did you know that companies that integrate their customer service platforms with their CRM systems can see a 45% increase in customer retention rates? Impressive, right? A Dynamics Portal Solution makes it easy to integrate with your existing systems, providing a seamless experience for both your customers and service agents. 

Last but not least, a custom-built Dynamics Portal Solution can offer AI-driven case management. And why is this important? Because using AI to manage customer service cases can lead to a 33% reduction in resolution time! 

A Dynamics Portal Solution makes it simple to leverage AI to suggest relevant knowledge base articles based on the customer’s issue, saving time for both the customer and service agent, and ultimately leading to increased customer satisfaction. 

How to get started with a custom-built Dynamics Portal Solution 

So, you’ve read about the feature and benefits of a custom-built Dynamics Portal Solution, and now you want to know how to get started. Well, you’re in luck because I’m here to help! Let’s dive into the process of setting up a Dynamics Portal Solution. 

First, you’ll want to find a consulting partner that can help you with the implementation process. When choosing a partner, it’s important to consider factors such as experience, expertise, and customer support.  

Your Ideal Partner for Dynamics Portal 

Beyond Key offers custom Dynamics Portal Solutions and has a team of experienced consultants that can help guide you through the process. 

By partnering with us, you can provide your partners and customers with easy access to a wealth of information, from support cases and knowledge base articles to community forums and product documents.  

And that’s not all – we also offer custom-built case management systems using the Microsoft Dynamics 365 Customer Service module. Not only will this modernize your customer service efforts, but it’ll also save you time and improve communication. Plus, you can view multiple case insights through dashboards to see completed and pending cases. 

At Beyond Key, we understand what it takes to create successful implementations. We’re not just another run-of-the-mill consulting partner – we’re the spice that’ll make your Microsoft Cloud investment sizzle! So, don’t hesitate to join the Beyond Key revolution and take your customer service game to the next level! 

Post Partner Selection- Consultation & Planning

Once you’ve chosen a consulting partner, the next step is consultation and planning. This involves discussing your organization’s specific needs and requirements, as well as determining the goals and objectives of the project. It’s important to have a clear plan in place before moving on to the design and implementation phases. 

During the design phase, the consulting partner will work with you to create a customized portal solution that meets your organization’s needs. This includes designing the user interface and functionality of the portal, as well as integrating it with your existing systems. 

Finally, during the implementation phase, the portal solution will be deployed and tested to ensure that it meets all of your organization’s requirements. This may involve training your staff on how to use the new system and communicating with stakeholders about the changes that are being made. 

To prepare for the implementation of a Dynamics Portal Solution, it’s important to ensure that your organization is ready for the change. This may involve providing proper training for staff and communicating with stakeholders about the benefits of the new system. By properly preparing for the implementation process, you can ensure that the transition to a custom-built Dynamics Portal Solution is a success. 


Let’s recap the benefits of a custom-built Dynamics Portal Solution for your third-party operations: it can streamline processes, improve collaboration, and enhance customer experience. And to implement this solution, you’ll need a trusted consulting partner with expertise in Dynamics 365.  

Beyond Key, for example, has successfully implemented multiple Dynamics projects and has an incredible customer satisfaction rate. Don’t let inefficient third-party operations hold you back. Request a demo from Beyond Key today and start reaping the benefits of a custom Dynamics Portal Solution!