Reviews that highlight the trust, value, and impact we deliver through our tailored solutions.
Customer Portal
Dynamics 365 Customer Portal
Build customer portal tailored to Microsoft Dynamics users with AI-enhanced, low-code tools. Create personalized experiences, automate workflows, and access real-time data effortlessly. Improve customer support, streamline processes, and launch faster with CRMJetty’s secure and advanced Dynamics 365 Customer Portal.
Trusted by Enterprises
Redefine Customer Experience with Our Dynamics Portal Solution
Change the way you connect with customers using our advanced Dynamics 365 Customer Portal. Designed to create meaningful connections, this solution delivers personalized experiences that improve engagement and satisfaction.
Provide Tailored Digital Experiences
Customize every interaction to match individual customer needs. Deliver timely assistance, relevant insights, and easy-to-use navigation.Offer Superior Assistance with a Unified Solution
Streamline customer interactions on a single platform for faster responses, clear communication, and smooth service management. Equip your team to provide dependable support across all channels.Maximize Returns with Enhanced Customer Connections
Enable productive and long-lasting interactions using personalized features and well-defined user pathways to increase retention, conversions, and overall success.Set Up Your Dynamics Portal in 5 Simple Steps
01
Connect Your Dynamics CRM
02
Configure Your Portal Site
03
Apply Your Branding Elements
04
Design Pages with No Coding Required
05
Launch Your Portal
Bring Your Dynamics Portal to Life Quickly: Easy Start, Rapid Growth
Easy-to-use Page Builder
Easily create custom portal using a user-friendly drag-and-drop interface built for simplicity and speed.
Quicker Launch Timelines
Streamline your deployment process with efficient tools that reduce development time and boost productivity.
Clear and Flexible Pricing
Choose from transparent pricing options designed to grow with your business, ensuring scalability without complexity.
Transform Customer Experiences with Powerful Portal Features
Intuitive No-Code CMS Builder
Enable your team to effortlessly create, manage, and update portal content using a drag-and-drop CMS. Keep customers informed of the latest updates and services without relying on technical expertise.
Role-Based Access Management
Securely assign access based on user roles, distinguishing between internal teams and external customers. Provide your team with the tools they need while ensuring customers see only the information relevant to them.
Dynamics CRM Entity Access
Seamlessly integrate Dynamics CRM entity into your portal to give your team a complete view of customer interactions. Deliver precise, timely, and personalized support with ease.
Real-Time Data Widgets
Use dynamic widgets that pull live data from Dynamics CRM, keeping your team informed about customer activities and enabling proactive and efficient responses.
Advanced Workflow Automation
Simplify complex processes with automated workflows, such as approvals and notifications. Enhance service speed for customers while reducing manual effort for your team.
Versatile Third-Party Integrations
Extend portal capabilities with integrations for CRM systems, marketing tools, payment platforms, and more. Offer a holistic solution for both your team and your customers.
ISO 27001 & 9001 Certified Security
Experience robust data protection with ISO 27001 and 9001 certifications, accredited by TÜV. The portal integrates SSO ensuring trusted reliability and uncompromised integrity.
Tailored Dynamics 365 Customer Portal for Every Business Need
Our Dynamics-integrated portal is designed to cater to a variety of industries, enabling businesses to simplify operations, improve customer interactions, and achieve their goals. These versatile use cases, from optimizing workflows to automating support processes, deliver measurable benefits that enhance efficiency and customer satisfaction.
Case Deflection
Case Management
Knowledge Base & Articles
Document Management
Content Management
Order Management
Dashboards
Inquiry forms
& more…
Tailored Portal for the Unique Demands of Every Industry
Enhance your operations with a portal designed to address your industry’s specific challenges. Deliver outstanding service, increase engagement, and build lasting customer relationships.
Nonprofits
Our portal transforms nonprofit operations by simplifying donor and volunteer management. By centralizing data and automating routine tasks, it enables seamless engagement and more impactful campaigns. Secure document handling and real-time insights empower nonprofits to make strategic decisions while ensuring clarity and accountability.
- Donor Management
- Volunteer Management
- Fundraising Event Management
- Grant Management
- Document Management
Education
Educational institutions frequently encounter challenges such as low student engagement, complex enrollment processes, and limited access to real-time performance tracking. Our Dynamics-integrated education portal resolves these issues by simplifying data management for students and staff, automating workflows, and improving communication with parents.
- Student Enrollment
- Attendance Tracking and Reporting
- Fee Payment
- Course & Program Management
- Exam and Result Publishing
Insurance
Our insurance portal streamlines policy management and elevates customer service by automating claims processing and communication. With easy access to clear policy details and secure document management, it helps build customer trust. Additionally, the portal supports marketing automation, unlocking new opportunities for upselling and cross-selling.
- Policy Management
- Premium Payment and Billing
- Customer Support and Self-Service
- Document Management
- Claims Submission and Tracking
Healthcare
Our healthcare portal integrates patient management, doctor scheduling, and insurance processing to improve care delivery. Patients can easily access appointments, medical records, and progress updates, ensuring a smooth healthcare journey. With a focus on data privacy and compliance, the portal enhances operational efficiency while safeguarding sensitive information.
- Patient Management
- Doctor Management
- Appointment Management
- Case Management
- Documents Management
Manufacturing
Optimize supply chain coordination and improve distributor relationships with our manufacturing portal. It enhances communication with suppliers, simplifies RFQs, and tracks work orders in real-time, driving greater operational efficiency. With powerful analytics, the portal provides valuable insights to support decision-making.
- Supplier Management
- Case Management
- B2B Orders
- Order Tracking
- Distribution Management
Real Estate
Real estate companies often face challenges like high costs for acquiring leads, inefficient sales processes, and untapped referral opportunities. Our Dynamics-integrated portal resolves these by centralizing property management, improving buyer engagement, and reducing marketing expenses.
- Property Management
- Site-tour appointments
- Partners Management
- Deals & offers
- Integrated Knowledge Base
IT
Our IT portal streamlines operations by automating service requests, tracking progress, and improving communication with clients. Real-time dashboards offer clear insights, while secure document handling ensures compliance. Self-service tools enable quicker resolutions, enhancing client satisfaction and boosting the efficiency of IT teams.
- Case Management
- Task Management
- Document Management
- Asset Management
- Integrated Knowledge Base
Nonprofits
Our portal transforms nonprofit operations by simplifying donor and volunteer management. By centralizing data and automating routine tasks, it enables seamless engagement and more impactful campaigns. Secure document handling and real-time insights empower nonprofits to make strategic decisions while ensuring clarity and accountability.
- Donor Management
- Volunteer Management
- Fundraising Event Management
- Grant Management
- Document Management
Education
Educational institutions frequently encounter challenges such as low student engagement, complex enrollment processes, and limited access to real-time performance tracking. Our Dynamics-integrated education portal resolves these issues by simplifying data management for students and staff, automating workflows, and improving communication with parents.
- Student Enrollment
- Attendance Tracking and Reporting
- Fee Payment
- Course & Program Management
- Exam and Result Publishing
Insurance
Our insurance portal streamlines policy management and elevates customer service by automating claims processing and communication. With easy access to clear policy details and secure document management, it helps build customer trust. Additionally, the portal supports marketing automation, unlocking new opportunities for upselling and cross-selling.
- Policy Management
- Premium Payment and Billing
- Customer Support and Self-Service
- Document Management
- Claims Submission and Tracking
Healthcare
Our healthcare portal integrates patient management, doctor scheduling, and insurance processing to improve care delivery. Patients can easily access appointments, medical records, and progress updates, ensuring a smooth healthcare journey. With a focus on data privacy and compliance, the portal enhances operational efficiency while safeguarding sensitive information.
- Patient Management
- Doctor Management
- Appointment Management
- Case Management
- Documents Management
Manufacturing
Optimize supply chain coordination and improve distributor relationships with our manufacturing portal. It enhances communication with suppliers, simplifies RFQs, and tracks work orders in real-time, driving greater operational efficiency. With powerful analytics, the portal provides valuable insights to support decision-making.
- Supplier Management
- Case Management
- B2B Orders
- Order Tracking
- Distribution Management
Real Estate
Real estate companies often face challenges like high costs for acquiring leads, inefficient sales processes, and untapped referral opportunities. Our Dynamics-integrated portal resolves these by centralizing property management, improving buyer engagement, and reducing marketing expenses.
- Property Management
- Site-tour appointments
- Partners Management
- Deals & offers
- Integrated Knowledge Base
IT
Our IT portal streamlines operations by automating service requests, tracking progress, and improving communication with clients. Real-time dashboards offer clear insights, while secure document handling ensures compliance. Self-service tools enable quicker resolutions, enhancing client satisfaction and boosting the efficiency of IT teams.
- Case Management
- Task Management
- Document Management
- Asset Management
- Integrated Knowledge Base
Not Looking for a Dynamics 365 Customer Portal? Explore Our Other Solutions
If a Dynamics 365 Customer Portal isn’t the right fit, our Partner Portal might be the answer you’re looking for. Tailored to your needs, it enhances collaboration, streamlines workflows, and boosts productivity to help you achieve your business goals.
Find Your Ideal Partner Portal
Strengthen your partnerships with our Dynamics Partner Portal! Tailor it to your industry’s needs and unlock its full potential. With exceptional scalability, this solution is designed to boost productivity and improve communication.
Barry Hill
I highly recommend Sales port – A Customer Portal for WordPress. It has provided us with a very functional Customer Portal allowing our customers... Read More
Sander Remans
Realtime, secure and streamline customer information sharing. Facilitating secure information sharing with customers is crucial for us as an escrow agent.... Read More
Dale Smith
SalesPort Customer Portal by CRMJetty is highly recommended for anyone wanting to integrate WordPress and Salesforce beyond web-to-lead forms. I have been... Read More
Scott Precourt
Customizable WordPress Portal for Salesforce The CRMJetty “Salesport” customer portal provides easy-to-use and customize portal options for... Read More
Corrie Holterman
The Perfect Customizable Solution at the Right Price for Our Dealer Portal We needed a way to share information from our Salesforce.com org with our Dealers,... Read More
A good experience cloud alternative A good product backed up by a team that have some real expertise with Salesforce. If you are looking for an alternative... Read More
Portfolio
Hercules
Guillemot Corporation is a designer and manufacturer of interactive entertainment hardware and accessories. They offer a wide range of digital audio solutions ...
US Housing CONSULTANTS
US Housing Consultants is a national company providing modern compliance and planning solutions to the affordable housing industry. Also, they are a national ...
Vision InfoSoft
They provide electrical and plumbing estimates through their software, and also offer training and support for the same ...
Case Study
University Boosts Student Engagement and Academic Success with CRMJetty Education Portal for Salesforce
To address low student engagement and fragmented academic support, a public university partnered with CRMJetty to build a custom education portal using Salesforce. The portal centralized...
Strengthening Support for Policyholders with a Portal for Health Insurance TPA
A leading health insurance company sought to address the challenges policyholders faced during hospitalization and claims settlement. These challenges included the complexity of documentation,...
Optimizing Insurance Workflows with a Custom Dynamics Portal for The Meco Group
The Meco Group, a leading provider of branded marine insurance products, needed a centralized and secure platform to streamline policy management, claims processing, and broker-customer...
Blog
Insurance Portal
Customer Portal
Nonprofit Portal
Web portalFrequently Asked Questions
What is a Dynamics 365 CRM portal?
The Dynamics Customer Portal is an online platform built on Microsoft Dynamics 365 that enables your customers to access their data, manage interactions, and get support. It is designed to improve self-service and customer engagement.
What measures do you have in place for data security?
We are ISO 27001 certified by a German company named TUV-SUD. We have all data and information security controls in place. Moreover, we do not store any personal data on our software. We fetch the data on demand using secure APIs and process it as per the features.
Do I need engineers to configure and set up my portal site?
No; with a bit of knowledge of the functionalities of CRM, with our platform-as-a-service studio, you can create pages, forms, lists, and menus using simple drag-drop widgets.
How quickly can we go live using this portal software?
Our USP is we enable businesses to go to market faster than other software, usually in a couple of weeks and not in months.
Apart from case management, what are the other use cases I can achieve with this customer portal solution?
CRMJetty’s Salesforce Customer Portal helps businesses to achieve any use cases that are available within your CRM objects, in appropriate interactive forms, lists and pages.
Is your software flexible enough to connect to any 3rd party software?
Yes, our software can be connected to any 3rd party system and you can use this software as a unified platform for your customers.
