Engaging with External Users at Scale with Microsoft 365 and Branded Portals

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Engaging with External Users at Scale with Microsoft 365 and Branded Portals Graphic

Microsoft 365 has great features for ad-hoc, unstructured sharing of documents through Microsoft Teams and SharePoint. How do you scale that up when there are hundreds or thousands of external users that you want to share or collaborate with? This webinar focuses on those scenarios.

Scenarios we'll cover:

Microsoft 365 focused portals can be integrated into your line of business systems to streamline the way you work as an organization and share externally. We'll take a look at some of our client portals including Canadian Electricity Association, Ontario Association of Children's Aid Societies, and Mold Masters for the following scenarios.

Member and Group Sites
- Members of associations, customers, vendors, partners
- Public, private, and invite only user registrations
Committee Sites
- Templating the creation of committee sites, meeting packages, and user manager groups with Orchestry
Training
- Integrated Learning Management Systems including Desire2Learn, Training Orchestra, Moodle, and Zensai for course catalogues and selection
- Stripe e-commerce for course payment
Data Portals
- Collect structured data or documents from members
- Aggregate into data warehouses
- Present back through Dashboards, Reports, and Data Feeds
Document Distribution and Collection
- Notifications of new documents
- Tracking of when it was received
- Regular document upload schedule, management, and tracking

The session will cover all of our Extranet User Manager products and a variety of third-party ones, but it is primarily a customer case study and review of real-world scenarios that apply to all organizations.