Improve Customer Services
Provide self-service options to by enabling information on demand for customers. Leverage the case management features to resolve customer cases and requests quickly.
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Trusted By Enterprises
Enhance Customer Satisfaction with our Dynamics 365 Customer Portal
Gain Higher Revenue with Better Engagement
Our Dynamics 365 customer portal allows customers to engage with your company conveniently, 24/7, with self-service options that enhance their experience, increase engagement, resulting in more revenue.
Optimize the Customer Experience
You will increase productivity, improve transparency with customers, and enhance the customer experience with features such as easy logins, an interactive interface, and much more. It will reduce costs and bring many other benefits.
Build Your Own Dynamics 365 Portal
Our Dynamics 365 Customer Portal is self-configurable and hassle-free to implement. Style your themes, and widgets and seamlessly manage your content within minutes using our portal customization features.
- 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
Utilize smart, standard design components with custom data binding as complete dynamic widgets. Create your pages with dynamic widgets in no time.
- Design Layouts
Our Dynamics 365 Customer Portal allows you to create and customize design templates for multiple sites, pages, banners, and widgets in order to give them a personal touch.
- Enhanced Content Management
Share data with your customers securely, in their chosen language according to their assigned roles. Choose the entities to make publicly visible (knowledge base articles, FAQs, etc.) and the entities which will require 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.
Personalize your Dynamics 365 Customer Portal by simply dragging and dropping the templates, sub-grids, forms, layouts and portal components.
Utilize smart, standard design components with custom data binding as complete dynamic widgets. Create your pages with dynamic widgets in no time.
Our Dynamics 365 Customer Portal allows you to create and customize design templates for multiple sites, pages, banners, and widgets in order to give them a personal touch.
Share data with your customers securely, in their chosen language according to their assigned roles. Choose the entities to make publicly visible (knowledge base articles, FAQs, etc.) and the entities which will require sign-in.
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
Our Dynamics 365 Customer Portal assures professionalism in customer management, being fully compatible with Microsoft Dynamics 365. Configure this customizable solution in real-time according to your business needs.
- Custom Dashboard
Enjoy full control through a well-arranged administrative dashboard. Set and save quick links to widgets like Recent Activity or Counter Block, among others for any required entity.
- 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.
- 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.
- Configure Active CRM Layout
Configure an active CRM layout within minutes and get started quickly with your Dynamics 365 Customer Portal.
- Streamlined User Management
The administrator can add user roles and define access rules for each. In the case of more than one admin, the primary can give role-based configuration rights to different admin users.
- Build it Using FetchXML
Get performance advantage by building with FetchXML. Our Dynamics 365 Customer Portal allows you to select fields and generate queries as needed.
Enjoy full control through a well-arranged administrative dashboard. Set and save quick links to widgets like Recent Activity or Counter Block, among others for any required entity.
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.
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.
Configure an active CRM layout within minutes and get started quickly with your Dynamics 365 Customer Portal.
The administrator can add user roles and define access rules for each. In the case of more than one admin, the primary can give role-based configuration rights to different admin users.
Get performance advantage by building with FetchXML. Our Dynamics 365 Customer Portal allows you to select fields and generate queries as needed.
Ease of Operations
Our Dynamics 365 Customer Portal is competitively priced and delivers best-in-class performance and quality. With seamless syncronization between your CRM and the portal, it allows efficient and centralized management of operations.
- Mobile Friendly
Our Dynamics 365 Customer Portal is competitively priced and delivers best-in-class performance and quality. 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 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 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 integrations for a smooth workflow. Integrate the portal with SharePoint. Pay directly with PayPal or Stripe. Allow single sign-on with Facebook, Gmail, or Microsoft to get started.
Our Dynamics 365 Customer Portal is competitively priced and delivers best-in-class performance and quality. that enriches the customer experience by allowing them to access the portal whenever and wherever they want.
Choose to 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.
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.
PortalXpand Dynamics 365 Customer Portal allows flexible third-party integrations for a smooth workflow. Integrate the portal with SharePoint. Pay directly with PayPal or Stripe. Allow single sign-on with Facebook, Gmail, or Microsoft to get started.
Industry Specific Solutions
Get a portal solution tailored to your industry to enable smooth and streamlined operations as you, your staff, and your customers need.
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Education 
Education
Simplify your education logistics with a futuristic online portal solution to make education easily accessible.
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Non-Profit 
Non-Profit
Streamline donor management, volunteer management, and other nonprofit operations to make your nonprofit a success.
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Real-Estate 
Real-Estate
Manage your real-estate brokers and partners and ease your internal operations with a centralized solution.
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Insurance 
Insurance
Provide your insurers with full clarity, visibility, and transparency to overcome your customers’ skepticism and gain more sales.
Education
Simplify your education logistics with a futuristic online portal solution to make education easily accessible.
Non-Profit
Streamline donor management, volunteer management, and other nonprofit operations to make your nonprofit a success.
Real-Estate
Manage your real-estate brokers and partners and ease your internal operations with a centralized solution.
Insurance
Provide your insurers with full clarity, visibility, and transparency to overcome your customers’ skepticism and gain more sales.
Why Dynamics 365 Customer Portal
Synchronized Solution
Dynamics 365 Customer Portal permits easy, secure, and seamless synchronization between Dynamics 365 CRM and the 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 makes browsing easy for users. It also enables on-demand, hassle-free exchange of information between your CRM solution and the Portal.
Enhanced Customer Engagement
Keep 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 with simple, easy-to-use drag and drop dynamic widgets and template creation. All this without having to write a single line of code.
Cost-Effective
It is an easy to configure portal solution where all the entities are managed centrally. This in turn lowers your operational requirements and costs.
FAQs
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 Dynamics 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.
Ease Partner Collaboration with Dynamics 365 Partner Portal Solution
Enrich the communication and collaboration between partners with Dynamics 365 partner portal! You can customize our portal solution according to your unique requirements. Scalability and security are what sets our solution apart.
Charlie Bell Jr.
Great product We were looking for something to work with our current site. I ran across this reached out told them my needs which were a complete custom... Read More
James Harden
Very Effective This is a first-rate customer portal for Dynamics CRM and enables me and my team to interact with my customers better. Really like it!... Read More
Robert Boehmer
They deliver as per their estimates, and the quality of their work is very good....
Portfolio
ICT University
The ICT University provides ICT education based on the US curriculum, in Africa, Latin America, the Caribbean and Asia. ...
Bonfiglioli
They are an Italy based family company that works in the power transmission market. They design and distribute solutions which are tailored to suit issues ...
Rescue Mission
It is a non-profit organization located in Tustin, California. They are on a mission to help the homeless community by providing legal services, education, ...
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