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  2. usefoyer.com › blog › power-bi-customer-portalHow to Create a Microsoft Power BI Customer Portal [Step by ...

    Sep 12, 2024 · With Foyer, you can easily create a Power BI customer portal that lets clients securely log in and view their personalized Power BI dashboards. Let’s walk through the steps of embedding Power BI into Foyer and setting up a client portal.

  3. www.knack.com › blog › what-is-a-customer-portalWhat is a Customer Portal? - Benefits & Key Elements | Knack

    Sep 19, 2024 · A customer portal is a secure, customer-only area on your company’s website or through a customer portal software app that provides anytime access to the services and information they need. It’s like offering a personal concierge service for each of your customers.

  4. www.zendesk.com › help-center › client-portal-315 best customer + client portal software for 2024 - Zendesk

    2 days ago · Users can track progress, assign tasks, and inform other individuals and teams of project statuses. Clients can access the portal with SSO integrations using their existing login credentials from third-party providers. Within the portal, users can also define article view permissions to restrict specific client groups or subscription levels.

  5. www.usefoyer.com › blog › dynamics-365-customer-portalHow to Create a Dynamics 365 Customer Portal [5 Steps]

    Sep 11, 2024 · Your Dynamics 365 customer portal is secured through an identity providers like EntraID (Azure Active Directory) so customers can sign in securely using their credentials. Direct your customers to the login page you’ve set up within the portal.

  6. spp.co › blog › b2b-customer-portalB2B Customer Portal: Key Features, Examples and Best Practices

    4 days ago · A B2B customer portal is a digital platform that connects businesses with their partners, vendors, and clients in a seamless manner. Key components of a B2B customer portal include dashboards, user accounts, automated onboarding, and self-service capabilities. When choosing a B2B customer portal software, it’s essential to consider the ...

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  8. usefoyer.com › blog › power-pages-customer-portalCreate a Power Pages Customer Portal (Self Service Portal)

    Sep 15, 2024 · If you're running a customer service portal, you can use Dataverse to pull data from various tables, like service requests, order histories, or user activity logs. This can also help you automate follow-ups with customers, such as sending them service reminders or notifying them when an order is fulfilled, all directly from within the portal.

  9. www.proprofskb.com › blog › customer-portal-softwareWhat Is Customer Portal Software and Why Is It Important?

    Sep 19, 2024 · A customer portal is an online platform designed to make customers independent. It gives them 24×7 access to critical information such as – FAQs, knowledge base, community forum, support requests – basically everything they need to solve issues and stay updated.