PortalXpand Pricing

$425/month (Billed Annually)

Professional

  • Installation
  • Unlimited Page Views
  • Unlimited Logins
  • No User-Based Charges*
  • Upto 10 admin users
  • Dedicated Private Hosting
  • CMS Builder
  • Custom Dashboards
  • All Standard Entity Support
  • All Custom Entity Support
  • SharePoint Integration
  • Business Automation
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  • No Revenue Sharing

  • Live
    Training

  • Secure & Stable Product

  • Lifetime Free Support

  • Lifetime Free Updates

PortalXpand Service Package

PortalXpand Setup Services
(Starting from $1000 USD)

  • Assistance with the installation and setup of the PortalXpand as per business flow.
  • Page Setup, Theme Setup, Website Forms, Entity Configurations.

CRM Setup Services
(Starting from $1000 USD)

  • Assistance to set up CRM as per business flow.
  • Entity Setup, Business Flow, Accommodation, Workflows, and Trigger Setup.

Custom Design Services
(Starting from $1000 USD)

  • Unique Design for all Portal Pages.
  • 1 themed template created by a skilled web developer.
  • Template can be based on your existing website design or a new design as per your requirements.
FAQs

General FAQs

  • Can PortalXpand be customized according to my business needs?

    Of course! It can be customized in the most efficient way to meet your business needs.

  • Can I assign different access rights to each of the users that have been added to the portal?

    Yes, you can assign different access rights to each of the users added to the portal.

  • Can Mass credentials be generated for a number of users in one go?

    Yes, you can generate mass credentials for a number of users in one go. For that, you will need to select all the users for who you want to generate the credentials and then click on the Generate mass credential option provided in the portal.

  • Do you provide a Live Demo for this product?

    Yes, we do provide a personalized live demonstration from our experts in your time zone and according to your convenience. For requesting a live demo, you need to fill in some of the details in the link provided: Contact Here. We look forward to hearing from you.

  • Do you have a refund policy?

    Yes, you can refer to our refund policy here Refund Policy.

  • Which are the supported browsers?

    Firefox, Chrome, Edge, Safari are the browsers which are supported by PortalXpand.

  • Do you Provide Product Training?

    Yes, we do provide product training.

  • Is PortalXpand Mobile Friendly?

    Yes, PortalXpand is compatible with all devices browsers.

  • How long does it take to implement a portal?

    After purchase, it will take 2-3 business days to set up a portal.

  • Where is the Portal Hosted?

    Portal will be hosted on our end.

  • What if I face challenges while installing PortalXpand?

    Incase of any challenges, our team will help you with a TeamViewer session.

Technical FAQs

  • Does it support custom entities of CRM?

    Yes, it supports custom entities of CRM which are related to either account or contact.

  • Can we set approval for new customers?

    Yes, you can set approval flow for new customers. So when they are registered, the admin can approve them to access the portal.

  • Does PortalXpand support on-premise and online?

    PortalXpand supports online as well as on-premise. On-premise needs to be IFD (internet facing deployment).

  • Does PortalXpand support lookup fields in a form?

    PortalXpand supports all the fields including Lookup and multi-select.

  • Can we allow data access publicly?

    PortalXpand allows you to choose showing data securely without login.

  • Can we add a captcha to the portal?

    Yes, you can set captcha to Registration, Login, and Forgot Password.

  • Can we fetch Forms of MS Dynamics Entity?

    Yes, you can fetch the form in Form builder with the “Use Existing” option.

  • Can we fetch Views of MS Dynamics Entity?

    Yes, you can fetch the View in List builder with the “Use Existing” option.

  • Can we add charts for different status for a particular Entity in Dashboard?

    Yes, you can add charts using the new Chart widget.

  • Can we connect a SharePoint site with PortalXpand?

    Yes, you can connect by authenticating SharePoint in Settings.

  • Can we add a menu to redirect external url (i.e www.google.com)?

    Yes, you can add a Custom Menu and set a URL.

Points To Note

Points To Note

In order to ensure proper installation of the Dynamics 365 Customer Portal and that it functions properly, here are the requirements to take note of.

  • You should be able to log in as an Administrator in MS Dynamics 365 to install the package.
  • Check that your MS Dynamics 365 instance is compatible with PortalXpand.
Compatibility
MS Dynamics 365(online/on premise) v8.2 and above
Change Log

Change Log

Version: 2.0.0 : March 10, 2021
  • SharePoint Integration
  • Menu Builder
  • Configure Active CRM Form
  • Build layout using FetchXML
  • Theme Customization options
  • Added Chart, Search and Case Deflection widgets
Version: 1.0.0 : January 12, 2021
  • PortalXpand - Dynamics 365 Customer Portal is Released.
Customer Reviews

Customer Reviews