PortalXpand – A Dynamics 365 Partner Portal
A highly collaborative, fully customizable, feature-rich, and ready-to-integrate partner portal for Dynamics 365 to fulfill all your business requirements.
Trusted By Enterprise Companies
Strengthen Your Partnership with PortalXpand
Deals, Leads & Sales Enablement
Manage the entire business cycle with centralized registrations, smart distribution, and more.
Grow Channel Partner Revenue
With pipeline management, you can manage loyalty, rewards, and sales without hassle.
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.
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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.
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Design Layouts
Our Dynamics partner portal enables you to create and customize design templates for multiple pages, sites, banners, and widgets.
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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.
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.
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.
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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.
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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.
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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.
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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.
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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.
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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.
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.
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
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
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
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
Single price for unlimited users with no hidden cost.
Flexible Product
Scalable and easily customizable portal to suit your niche requirements and audience.
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
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.
