Strengthen Your Partnership 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 like templates, forms, and layouts.

  • Configurable Widgets

    PortalXpand has smart and standard design components. You can fetch the static data from the CRM to the portal directly with this feature.

  • Design Layouts

    Our Dynamics partner portal enables you to create and customize design templates for multiple pages, sites, banners, and widgets.

  • Enhanced Content Management

    You can decide the entities that you want to keep public (like FAQs, knowledge base articles, etc.) or restrict them to keep it private or accessible only after sign-in.

  • Smart Widgets

    With smart widgets you can have your data update dynamically from the CRM data to your portal. This way you don't need to update certain parts manually.

Build Your Own Portal

Drag and Drop Builder

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

Build Your Own Portal

Configurable Widgets

PortalXpand has smart and standard design components. You can fetch the static data from the CRM to the portal directly with this feature.

Build Your Own Portal

Design Layouts

Our Dynamics partner portal enables you to create and customize design templates for multiple pages, sites, banners, and widgets.

Build Your Own Portal

Enhanced Content Management

You can decide the entities that you want to keep public (like FAQs, knowledge base articles, etc.) or restrict them to keep it private or accessible only after sign-in.

Build Your Own Portal

Smart Widgets

With smart widgets you can have your data update dynamically from the CRM data to your portal. This way you don't need to update certain parts 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 as per their convenience.

  • Personalized Dashboard

    As a partner, you can have full control by a well-arranged partner dashboard. It lets you set and save quick links to widgets such as recent activity, partner distribution insights, etc. 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 proper maintenance of data, and therefore don’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 along with design forms based on parent-child relationship of various entities in your CRM to configure them as per your business requirements.

    360° Entity Management
  • Configure Active CRM Layout

    By configuring an active CRM layout within minutes, you can 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 CRM to the portal.

    Configure Active CRM Layout
  • Streamlined User Management

    Portal admin can streamline all users, whether they are partners, internal staff, and so on. Partners can have access to 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

With competitive price and best-in-class quality result, PortalXpand is all you need to streamline partner activities. It provides seamless sync between CRM and 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 enables you to design your own page by using drag and drop feature to arrange components as you like. You can even use Code Editor. HTML class and custom ID is also available for CSS styling.

Page Level Access Permission

Page Level Access Permission

With Dynamics 365 Partner Portal, you can manage the overall partner permissions along with managing 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. We also enable single sign-on with Gmail, Microsoft, or Facebook to get started.

Why PortalXpand

Transparent Pricing

Transparent Pricing

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 companies and as a Microsoft Silver Partner, we provide best quality output 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 Dynamics 365 CRM Customer Portal for Microsoft Dynamics 365 to establish an interactive and productive connection with your customers. Our PortalXpand will help them to access the portal as per their convenience from their convenient device.

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