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 Enterprises
Strengthen Your Partnerships 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 such as 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 in order to give them a personal touch.
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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.
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.
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.
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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.
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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.
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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 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.
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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.
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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.
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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
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.
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 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
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
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
A 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 company, and as a Microsoft Silver Partner, we provide high performance, 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 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.
