• Employee self-service portal can be used as an internal space for employees to share knowledge, manage their tasks, and have certain interactions with the CRM. They can use it to access answers to FAQs, give feedback, and develop a community of their own.
• HR for Dynamics which is a self service portal for employees is an efficient platform that simplifies tasks for everyone, especially HR and managers. Employees have the freedom to manage their exchange with the HR department regarding leave applications, activities, travel expenses or other expenses etc, right from within the portal. Apart from that, they can easily change personal information in case of any changes in their contact details or bank details.
• For the managers, this gives them the freedom to perform their managerial tasks. They can get their team’s summary front and center, including each members’ leave details, salary, deadlines, certification details etc. This helps them make a more accurate analysis of the team’s performance.

• • Partner portal extends a hand to your partners to bring them on to your organization in a more meaningful way. They can access various components with this like orders, invoices, payment history, etc., all the things that are relevant to their functions in the organization.
  • This helps partners get an insight into lead distribution, deal and opportunity tracking, so they use that feedback to improve their operations whenever possible. With account management capability, partners can update any relevant details, have access to their contract details etc.

– Multi-partner collaboration facilitates a number of partners to work together on a single opportunity. This way, all of them can get the sales and experience.

– The platform of partner lifecycle management can be used for recruitment and streamlines your operations of the partner channel.

– The partner portal also maximizes on deal protection and authorization for discounts, and benefits and gives vendors visibility in the customer pipeline. This happens via deal registration.