dynamics 365 portal

Portals are a one stop solution for companies to cater to their customers. The ease that companies get in handling and providing support to customers is commendable. Additionally, portals have also changed the way businesses interact with customers and vice versa.Today looking at the market...

Microsoft Dynamics 365 is widely used because of its robust and effective features. Apart from almost ruling the CRM industry in the enterprise section, they are also ruling the portal industry and with every new release, they raise the standard of their product a little higher. Since every...

Microsoft has been ruling the tech world for decades and has changed the way we work with computers. Probably, we cannot imagine the technology industry without them. They are also well known for their multiple products and services, operating systems, cloud computing services, CRMs, and many...

As any support staff member knows, customers raise support tickets for various queries. Many times, those queries are repetitive. This is where efficient ticket management comes into the picture. There are a number of ways to handle it. But the easiest way to handle it is to have a smart ticket...

Not all third party portal solutions for Dynamics CRM are made the same. At the end of the day, their functionality and ease of use as well as features decide which one to use. One such third-party solution is CRMJetty’s Dynamics 365 WordPress Customer Portal which is simple to configure and...

Not everything in a CRM is a part of a portal. The portal users need not get access to all of it. For this, you need to establish field level access control to manage the nuances of this access.Let’s talk a look at how to do that with the Dynamics CRM Power Apps portal:Dynamics CRM...

As an enterprise organization, you have a number of people who have access to your CRM. But that doesn’t mean all of them have to have equal access. For this you need to use a portal with role based access.With this, you can set entity access permission for different sets of user groups so...

Dynamics 365 has multiple types of portals. Each serves its own unique purpose. The one that you need will depend on the use case you have. You can choose the portal that addresses your exact pain points.  Here’s a breakdown of the different types so that it can help you make a...

The general dislike towards haggling with customer support and regulatory agencies is well-known. As such, who likes overwhelmingly endless forms, long wait times, and queues for fulfilling their demands? If you think that these processes are frustrating just for the customers, you might be...