List of Microsoft Dynamics 365 Portals Customers
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Since 2010, our global team of researchers has been studying Microsoft Dynamics 365 Portals customers around the world, aggregating massive amounts of data points that form the basis of our forecast assumptions and perhaps the rise and fall of certain vendors and their products on a quarterly basis.
Each quarter our research team identifies companies that have purchased Microsoft Dynamics 365 Portals for Customer Engagement from public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources, including the customer size, industry, location, implementation status, partner involvement, LOB Key Stakeholders and related IT decision-makers contact details.
Companies using Microsoft Dynamics 365 Portals for Customer Engagement include: State of California, a United States based Government organisation with 412245 employees and revenues of $298.00 billion, Johnson Matthey, a United Kingdom based Oil, Gas and Chemicals organisation with 11685 employees and revenues of $16.71 billion, Capita, a United Kingdom based Professional Services organisation with 34500 employees and revenues of $3.13 billion, Landscape Structures, a United States based Professional Services organisation with 400 employees and revenues of $50.0 million and many others.
Contact us if you need a completed and verified list of companies using Microsoft Dynamics 365 Portals, including the breakdown by industry (21 Verticals), Geography (Region, Country, State, City), Company Size (Revenue, Employees, Asset) and related IT Decision Makers, Key Stakeholders, business and technology executives responsible for the CRM software purchases.
The Microsoft Dynamics 365 Portals customer wins are being incorporated in our Enterprise Applications Buyer Insight and Technographics Customer Database which has over 100 data fields that detail company usage of CRM software systems and their digital transformation initiatives. Apps Run The World wants to become your No. 1 technographic data source!
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| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Application | Category | When | SI | Insight |
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Capita | Professional Services | 34500 | $3.1B | United Kingdom | Microsoft | Microsoft Dynamics 365 Portals | Customer Engagement | 2014 | n/a |
In 2014 Capita implemented Microsoft Dynamics 365 Portals as part of a Customer Engagement deployment supporting more than 900 CRM users across product sales, contracts, SLAs, events, trainings and support ticketing. The deployment is identified as Microsoft Dynamics 365 Portals and is positioned to serve sales, service operations, events management and training administration business functions.
Capita developed a Dynamics CRM 2011 core system that manages product sales, contract lifecycle, service level agreements, event registrations, training records and case management workflows. The implementation also includes an ADX Portal developed with ADX Studio and MVC to provide user facing knowledge base search, community forums, event notifications and ticket logging capabilities.
Architecturally the environment consists of the Dynamics CRM 2011 back end with custom services and an ADX Portal front end; those custom services and the portal are being upgraded in a programmatic migration to Dynamics CRM 2015 Online. The migration work explicitly covers moving custom build services and the ADX Portal integration points to operate against CRM 2015 Online while preserving CRM configuration and data models.
Operational ownership and governance remain within Capita IT and application support teams responsible for CRM configuration, portal development, content management for KB and forums and ticket handling workflows. The rollout approach has combined CRM configuration and portal code maintenance, with staged upgrades of custom services to align the ADX Portal and service interfaces to CRM 2015 Online.
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Johnson Matthey | Oil, Gas and Chemicals | 11685 | $16.7B | United Kingdom | Microsoft | Microsoft Dynamics 365 Portals | Customer Engagement | 2014 | n/a |
In 2014, Johnson Matthey implemented Microsoft Dynamics 365 Portals as part of a broader Customer Engagement initiative. The program encompassed the technical design and ongoing management of a Dynamics CRM 2013 and 2015 implementation spanning five business units and approximately 2300 global users, positioning the portal as an external access layer for customer and partner interactions.
The implementation included core CRM configuration and customer portal capabilities, using ADXStudio to deliver authenticated online and offline customer access. Functional modules incorporated account and contact management, case and service workflows, and integrated document management surfaced through the portal, with configuration to support both online and offline document access patterns.
Integrations were a central element of the architecture, with continual integration to the SAP SD module to sustain transactional and order related synchronization needs, and a bespoke integration specified for Microsoft SharePoint to provide full document lifecycle and offline synchronization for portal users. The solution architecture tied Microsoft Dynamics 365 Portals to enterprise content services and to SAP transactional systems to ensure Customer Engagement data consistency across sales and service functions.
Governance was organized around a centralized technical design and management team that specified bespoke integration interfaces and portal behavior, and that coordinated rollout across the five business units. Operational scope covered global user support and cross functional CRM workflows, with the portal and integration specifications documented to enforce consistent document handling and CRM transaction flows.
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Landscape Structures | Professional Services | 400 | $50M | United States | Microsoft | Microsoft Dynamics 365 Portals | Customer Engagement | 2021 | Stoneridge Software |
In 2021, Landscape Structures implemented Microsoft Dynamics 365 Portals as part of a broader Microsoft Dynamics 365 Customer Engagement deployment to modernize quote-to-order processing and connect sales, design, operations, and accounting. The initiative was launched to move quote-to-order work off Lotus Notes and to meet explicit goals of increasing efficiency by 30 percent and increasing quality by 30 percent, while enabling future growth across Landscape Structures, Aquatix, and SkyWays divisions.
The implementation configured Microsoft Dynamics 365 Portals and Dynamics 365 Customer Engagement to model the sales flow from opportunity through order, introducing custom entities such as Design Request and Play365 Service Activities. Submitted design requests automatically generate quotes and assign service activities to designers, designers upload CAD-exported XML files to SharePoint Online, and an Azure Web App parses that XML to import products into quotes and orders. ColorStudio, hosted on Azure, was integrated as a real-time playground render and color editing tool that reduces missing configuration data and supports completeness checks within the portal.
Integrations explicitly implemented include SharePoint Online for document exchange and storage, an Azure Web App for XML parsing and interactive rendering, Power BI for sales pipeline and operations analytics, and Scribe from Tibco for moving order data into Dynamics AX, with an active project to upgrade fulfillment to Dynamics 365 Finance and Supply Chain Management. Stoneridge Software served as the implementation partner during deployment and early upgrade work. The Microsoft Dynamics 365 Portals Customer Engagement architecture therefore spans sales, design, manufacturing support, operations, and accounting workflows.
Governance and process changes centralized partner and rep visibility via the rep-facing portal, exposing nearly all entities in the opportunity-to-order pipeline and automating service activity assignments to designers. Reported operational outcomes include elimination of many manual handoffs, hundreds of design hours saved through automated product import, far fewer orders placed on hold for missing information, and achievement of the stated 30 percent increases in efficiency and quality. The deployment also enabled Landscape Structures to integrate additional business functions into the Dynamics 365 platform and to build out new revenue sources while preserving a roadmap for finance and supply chain modernization.
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State of California | Government | 412245 | $298.0B | United States | Microsoft | Microsoft Dynamics 365 Portals | Customer Engagement | 2014 | n/a |
In 2014, State of California implemented Microsoft Dynamics 365 Portals to deliver a scalable internal and external portal UI for users to file claims for unemployment benefits. This Microsoft Dynamics 365 Portals implementation is classified in the Customer Engagement category and supported public facing claim intake alongside internal case handling workflows.
The technical implementation built on Microsoft Dynamics CRM and custom Adxstudio Portal components, using Adxstudio Web Forms, Entity Forms, Page Templates and Content Snippets to render CRM content to external users. Development included ASP.NET and C#.NET components, XML schema maps, Data Access Objects, and C# classes to support data transformation and presentation within the portal.
The architecture followed a service oriented architecture pattern, leveraging SQL for persistence, Identity Manager for authentication, and WCF and SOAP services for system-to-system communication. End to end BizTalk projects were developed with custom adapters, file adapters, pipelines, orchestrations and ports to consume and expose data exchanges, and the solution integrated CRM, Adxstudio and SharePoint to allow direct document upload from users into managed storage locations.
Operational coverage focused on the Online Public Portal for DBO and both internal and external users filing unemployment claims, with implementations to establish referential integrity within CRM for subsequent retrieval. Governance and workflow work included data mapping, schema and orchestration design to enforce document linkage to CRM records, and the integration with SharePoint to centralize document management and improve scalability for public document submission.
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