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.

  • Drag and Drop Builder

    Personalize your Dynamics 365 Customer Portal by simply dragging and dropping the templates, sub-grids, 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 CRM Customer Portal provides you with ready-to-use standard design components with custom data binding.

Build Your Own Portal

Drag and Drop Builder

Personalize your Dynamics 365 Customer Portal by simply dragging and dropping the templates, sub-grids, layouts and portal components.

Build Your Own Portal

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.

Build Your Own Portal

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.

Build Your Own Portal

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.

Build Your Own Portal

Smart Widgets

Get your pages ready in no time! Dynamics CRM 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.

  • 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.

    Custom Dashboard
  • 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.

    Role-Based Access
  • 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.

    360° Entity Management
  • Configure Active CRM Layout

    Configure an active CRM layout within minutes and get started quickly with Dynamics CRM customer portal.

    Configure Active CRM Layout
  • 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.

    Streamlined User Management
  • 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.

    Build it Using FetchXML

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.

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Mobile Friendly

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

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

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

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.

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  • personalized
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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 CRM Customer Portal. Provide secure access to view, edit and manage details and take your customers’ experience up a notch.

Why PortalXpand

Synchronized Solution

Synchronized Solution

Dynamics CRM Customer Portal permits easy, secure, and seamless synchronization between Dynamics 365 CRM and portal.

Easy Information Flow

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

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

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

Dynamic and Flexible

Flexible page builder with simple, easy-to-use drag and drop dynamic widgets. All this without having to write a single line of code.

Cost-Effective

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.

Testimonials

Testimonials
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