Dynamics 365 CRM Portal Consultant

Benchmark of Customer Portal Solutions (Dynamics 365 Ecosystem)

We are looking for an experienced consultant or small team to perform a benchmark of customer self-service portal solutions integrated with Microsoft Dynamics 365 Customer Service.
The objective is to identify and evaluate market options (Microsoft-native or ISV-based) that can replace an existing custom Java portal.

Scope
- Explore and compare market solutions such as Power Pages, CRMJetty, PortalXpand, Resco, or similar.
- Analyze their functional coverage for customer management, ticketing, self-service, documentation, chat integration (Kore.ai), and booking (Bookitit).
- Evaluate each option’s integration capabilities with Dynamics 365 (Dataverse), SSO, and other APIs.
- Produce clear documentation (EN/ES):
- Functional coverage matrix
- Integration map (Dynamics 365 – Kore.ai – Bookitit)
- Comparative report with strengths, limitations, and recommended combinations

Deliverables
- Comparative report (Power Pages vs ISVs vs custom approaches).
- Functional and technical evaluation matrix (Excel or equivalent).
- Integration map with reference architecture diagram.
- Brief vendor shortlist and recommendation summary.

Acceptance Criteria
- All findings documented in English (Spanish optional but valued).
- Vendor documentation and demos properly referenced.
- Final report usable as the foundation for an RFP process.
- Profile Required
- Proven experience with Microsoft Dynamics 365 Customer Service / Power Platform.
- Familiarity with customer portal solutions (Power Pages, CRMJetty, PortalXpand, Resco).
- Strong analytical and documentation skills (benchmarking, RFP support, comparative analysis).
- Comfortable working in English for vendor demos and documentation.

Nice to Have
- Previous work connecting Dynamics 365 with Kore.ai or other conversational AI platforms.
- Experience producing technical/functional documentation for corporate clients.