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Strengthen Your Partnerships with PortalXpand

Usecase

Deals, Leads & Sales Enablement

Manage the entire business cycle with centralized registrations, smart distribution, and more.

Usecase

Grow Channel Partner Revenue

With pipeline management, you can manage loyalty, rewards, and sales without hassle.

Usecase

Information on Demand

Enable partners to access resources easily and help them to close deals faster with knowledge base articles, FAQs, tutorials, etc.

Build Your Own Portal

PortalXpand, a Dynamics Partner Portal, makes collaboration with partners easy. Informative insights, interactive interface, hassle-free sales cycle management, and a lot more is available with our ready-to-build partner portal. Customization is available to match your business requirements.

  • Drag and Drop Builder

    With our Dynamics 365 Partner Portal, you can simply drag and drop the required portal components such as templates, forms, and layouts.

  • Configurable Widgets

    PortalXpand has smart, standard design components. You can fetch static data from the CRM directly through data binding, and create your portal in no time.

  • Design Layouts

    Our Dynamics partner portal enables you to create and customize design templates for multiple pages, sites, banners, and widgets in order to give them a personal touch.

  • Enhanced Content Management

    You can decide which entities you want to keep public (like FAQs, knowledge base articles, etc.) and which others you want to restrict access to, keeping them private or allowing them to be accessible only after sign-in.

  • Smart Widgets

    With smart widgets, you can have your data update dynamically from your CRM solution. This way, you don't need to update certain aspects of your portal manually.

Drag and Drop Builder

Drag and Drop Builder

With our Dynamics 365 Partner Portal, you can simply drag and drop the required portal components such as templates, forms, and layouts.

Configurable Widgets

Configurable Widgets

PortalXpand has smart, standard design components. You can fetch static data from the CRM directly through data binding, and create your portal in no time.

Design Layouts

Design Layouts

Our Dynamics partner portal enables you to create and customize design templates for multiple pages, sites, banners, and widgets in order to give them a personal touch.

Enhanced Content Management

Enhanced Content Management

You can decide which entities you want to keep public (like FAQs, knowledge base articles, etc.) and which others you want to restrict access to, keeping them private or allowing them to be accessible only after sign-in.

Instant Results

Smart Widgets

With smart widgets, you can have your data update dynamically from your CRM solution. This way, you don't need to update certain aspects of your portal manually.

Our Self-Configurable Dynamics 365 Partner Portal

PortalXpand, a Dynamics 365 Partner Portal provides compatibility, collaboration, and communication. You can provide a personalized experience to partners, employees, and customers. You can self-configure multiple widgets at your convenience.

  • Personalized Dashboard

    You can offer partners full control through a well-arranged dashboard. It lets you set and save quick links to widgets such as recent activity or partner distribution insights for any required entity.

    Personalized Dashboard
  • Role-Based Access

    You can provide users with limited access based on their roles. With restricted access, you can ensure data integrity and won’t have to worry about unnecessary changes or modifications.

    Role-Based Access
  • 360° Entity Management

    Have full control over entities by creating separate workflows in your CRM and portal. You can use all the default entities as well as design forms based on the parent-child relationship of various entities in your CRM to configure them according to your business requirements.

    360° Entity Management
  • Configure Active CRM Layout

    You can configure an active CRM layout within minutes, and get started with our Dynamics 365 Partner Portal in no time. It lets you select a bunch of entities in one go to fetch from your CRM solution.

    Configure Active CRM Layout
  • Streamlined User Management

    Portal administrators can manage all users, whether they are partners, internal staff, or others. Partners have access only to the data that is relevant to them.

    Streamlined User Management
  • Build it Using FetchXML

    Build with FetchXML to save time. Our Dynamics Partner Portal enables you to select fields and even generate queries instantly and conveniently.

    Build it Using FetchXML

Ease of Operations

PortalXpand is competitively priced and delivers best-in-class performance and quality. It’s all you need to streamline partner activities. It provides seamless synchronization between your CRM and the portal, enhances partner collaboration, and enables centralized management of operations.

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Mobile Friendly

Mobile Friendly

With a fully responsive and engaging mobile interface, you and your partners can have the convenience of accessing a portal wherever and whenever you want.

Custom Build Navigation

Custom Build Navigation

PortalXpand lets you design your own pages using intuitive design tools with drag & drop functionality or the Code Editor if you have good coding knowledge. Define element IDs and style classes for CSS styling.

Page Level Access Permission

Page Level Access Permission

With Dynamics 365 Partner Portal, you can manage overall partner access permissions as per page level or role-based access for all partners.

Flexible Third Party Integrations

Flexible Third Party Integrations

PortalXpand Dynamics 365 Partner Portal offers flexible third-party integration to make your workflow more productive, and direct payments through PayPal or Stripe. You can also enable single sign-on with Gmail, Microsoft, or Facebook to get started.

Why PortalXpand

Transparent Pricing

Transparent Pricing

A single price for unlimited users with no hidden cost.

Flexible Product

Flexible Product

Scalable and easily customizable portal to suit your niche requirements and audience.

Quality and Data Security

Quality and Data Security

We are ISO 27001 and ISO 9001 certified company, and as a Microsoft Silver Partner, we provide high performance, and data security.

Personalized Demo & Trial

Personalized Demo & Trial

Request a quote today to get a personalized demo for your company to know more about our solution.

Adopt Dynamics 365 Customer Portal to Gain Customer Satisfaction

Adapt our fully customizable Customer Portal for Microsoft Dynamics 365 for Sales to establish an interactive and productive connection with your customers. PortalXpand will help them to access the portal at their convenience from their preferred device.

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