Empower your customers, partners, and external stakeholders with secure, self-service access to relevant Dynamics 365 information and processes through Microsoft Power Pages (formerly Power Apps Portals). Building an external-facing portal requires careful consideration of security, user experience, and seamless integration with your core CRM data. At XPA Consulting, we possess the expertise to design and develop robust Power Pages solutions tailored to your specific audience and business objectives.
Whether you need a customer service portal for case submission and tracking, a partner portal for lead registration and collaboration, or a community forum integrated with your CRM data, Power Pages provides a low-code platform to build these experiences. We combine platform configuration with custom development techniques (like Liquid templates and JavaScript) to deliver portals that are not only functional but also align with your brand and provide an intuitive user experience.
Common Issues We Address
- Need for External Access: Providing secure access to Dynamics 365 data or processes for non-licensed users (customers, partners, vendors).
- Inefficient Communication: Relying on email or phone calls for routine interactions like case updates, order status checks, or information requests.
- Security Concerns: Ensuring that external users only see the data and perform actions they are explicitly permitted to.
- Brand Consistency: Creating a portal experience that matches your corporate website and branding guidelines.
- Complex Processes: Enabling external users to participate in multi-step processes (e.g., applications, registrations) integrated with Dynamics 365.
Our Power Pages Development Services
- Setup and Configuration: Provisioning your Power Pages environment, configuring authentication (including Azure AD B2C, local authentication), and setting up core site components.
- Security Implementation: Meticulously configuring Table Permissions, Page Permissions, and Web Roles to ensure granular control over data visibility and actions.
- UI/UX Customization: Tailoring the portal's appearance using themes, CSS, and custom headers/footers. Building custom page layouts and user interfaces using Web Templates and Liquid.
- Dynamics 365 Integration: Configuring Entity Forms, Entity Lists, and Web Forms (Advanced Forms) to expose and capture Dynamics 365 data securely and effectively.
- Custom Functionality: Implementing client-side logic using JavaScript and the Portal Web API to enhance interactivity and perform custom actions.
Benefits of Power Pages Portals
- Enhanced Customer/Partner Experience: Provide convenient, 24/7 self-service capabilities.
- Improved Efficiency: Reduce the burden on internal teams by automating routine external interactions.
- Secure Data Access: Grant controlled access to Dynamics 365 data without requiring expensive licenses for external users.
- Streamlined Processes: Integrate external users directly into your Dynamics 365 workflows.
- Strengthened Relationships: Foster collaboration and transparency with partners and customers.
Build Your Bridge to External Users with XPA Consulting
Ready to extend the power of Dynamics 365 beyond your internal users? XPA Consulting can help you build a secure, engaging, and effective Power Pages portal.
Contact us today to discuss your portal vision and requirements.
