PortalXpand – A Dynamics 365 Customer Portal
A next-gen, fully customizable, and ready-to-integrate Dynamics 365 Customer portal for all your business requirements.
Trusted By Enterprise Companies
Enhance Customer Satisfaction with PortalXpand
Improve Customer Services
Provide self-service options to enable information on demand for customers. Take help from the case management feature to resolve customer queries quickly.
Gain Higher Revenue with Better Engagement
Portal allows customers to engage with businesses conveniently 24/7 with self-service options which enhances their experience, increases engagement, which turns to more revenue. Plus, it will reduce the internal cost of paying service staff for 24/7 and increase their productivity as they don’t have to answer repetitive queries.
Optimize Customer Experience
You will gain higher staff productivity, transparency with customers, and improved customer experience with features like easy logins, interactive interface, etc. This will impact your internal cost positively and give you overall benefits.
Build Your Own Dynamics 365 Portal
PortalXpand Dynamics 365 Customer Portal is self-configurable and hassle-free to start with. Style your themes, widgets and seamlessly manage your content within minutes using our portal customization features.
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Drag and Drop Builder
Personalize your Dynamics 365 Customer Portal by simply dragging and dropping the templates, sub-grids, forms, layouts and portal components.
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Design Layouts
Our Dynamics 365 Customer Portal allows you to create and customize the design templates for multiple sites, pages, banners, and widgets. Choose from the layout to give it a personal touch.
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Enhanced Content Management
Share data with your customers securely, in their chosen language as per their assigned roles. Decide the entities to keep visible publicly (knowledge articles, FAQs, etc.) and the entities to give access to only after sign-in.
Drag and Drop Builder
Personalize your Dynamics 365 Customer Portal by simply dragging and dropping the templates, sub-grids, forms, layouts and portal components.
Configurable Widgets
Avail of the smart, standard design components with custom data binding as a complete dynamic widget. Get your pages ready with dynamic widgets in no time.
Design Layouts
Our Dynamics 365 Customer Portal allows you to create and customize the design templates for multiple sites, pages, banners, and widgets. Choose from the layout to give it a personal touch.
Enhanced Content Management
Share data with your customers securely, in their chosen language as per their assigned roles. Decide the entities to keep visible publicly (knowledge articles, FAQs, etc.) and the entities to give access to only after sign-in.
Smart Widgets
Get your pages ready in no time! Dynamics 365 Customer Portal provides you with ready-to-use standard design components with custom data binding.
Self-Configurable Dynamics 365 Customer Portal
PortalXpand Dynamics 365 Customer Portal assures a pro-level quality in customers’ management with full compatibility with Microsoft Dynamics 365. Configure this customizable solution in real-time to match your business needs.
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Custom Dashboard
Get full control through a well-arranged admin dashboard. Set and save quick links to widgets like Recent Activity, Counter Block, etc. for any required entity.
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Role-Based Access
Let users access different entities based on their roles and view data in record and account based hierarchy formats. Enhance security and manage operations better with the right access privileges and spam protection.
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360° Entity Management
Exercise full control over entities by creating different workflows in your CRM and portal. Use all the available default entities and design forms based on various entities’ parent-child relationships in your CRM and configure them as per your business requirements.
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Configure Active CRM Layout
Configure an active CRM layout within minutes and get started quickly with Dynamics 365 customer portal.
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Streamlined User Management
It allows the admin to add user roles and define access rules for each. In the case of more than one admin, the main admin can give role-based configuration rights to different admin users.
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Build it Using FetchXML
Get performance advantage by building with FetchXML. Our Dynamics 365 Customer Portal allows you to select fields and generate queries when you want.
Ease of Operations
PortalXpand comes with a competitive price and serves the best-in-class quality result in the industry. With the seamless sync between CRM and portal, PortalXpand allows efficient and centralized management of operations.
Mobile Friendly
PortalXpand provides a fully responsive and engaging mobile interface that enriches the customer experience by allowing them to access the portal whenever and wherever they want.
Custom Build Navigation
Choose to design your own page with easy-to-use design layouts with the drag & drop functionality or Code Editor in case you have good coding knowledge. Define HTML class and custom ID for CSS styling.
Page Level Access Permission
With Dynamics 365 Customer Portal, you can not only manage the overall roles and permissions but also manage page level access permissions for all customers.
Flexible Third Party Integrations
PortalXpand Dynamics 365 Customer Portal allows flexible third party integration for a smooth workflow. Integrate the portal with your SharePoint. Pay directly with PayPal or Stripe. Allow single sign-on with Facebook, Gmail, or Microsoft and get started.
Simplified Dynamics 365 Customer Portal Solution
Adapt our customizable Microsoft CRM Customer Portal for Microsoft Dynamics 365 and establish a constant and productive connection with your customers. Help them simplify their work and manage them all seamlessly right from within the Dynamics 365 Customer Portal. Provide secure access to view, edit and manage details and take your customers’ experience up a notch.
Why PortalXpand
Synchronized Solution
Dynamics 365 Customer Portal permits easy, secure, and seamless synchronization between Dynamics 365 CRM and portal. You can sync data between testing and live environments and reset and preserve data while switching CRMs.
Easy Information Flow
An interactive user-interface that enables ease of access for users. It also enables on-demand, hassle-free exchange of information between CRM and portal.
Enhanced Customer Engagement
Keep your customer engagement alive and updated with emails and notifications. Streamline your user management process too.
Everything on a Single Dashboard
No need to keep switching between different interfaces as you can manage every action from a single dashboard.
Dynamic and Flexible
Flexible page and site builder builder with simple, easy-to-use drag and drop dynamic widgets. All this without having to write a single line of code.
Cost-Effective
It is an easy to configure portal where all the entities are managed centrally. This in turn lowers your operational requirements and cost.
Ease Operations for Partners with Dynamics 365 Partner Portal Solution
Enrich the communication and collaboration between partners with PortalXpand! You can customize our portal solution as per your niche and requirements. Scalability and security are its USPs!
