PortalXpand - A Dynamics 365 Customer Portal

A next-gen, fully customizable, and ready-to-integrate Dynamics 365 Customer portal for all your business requirements.

Microsoft Preferred Solution

Why PortalXpand

Synchronized Solution
Dynamics CRM Customer Portal permits easy and seamless synchronization between Dynamics 365 CRM and portal.
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 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.

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.

Get a Personalized Demo

Build Your Own 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, 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 customize your Design templates and choose from the layout to give it a personal touch.
Enhanced Content Management
Share data with your customers in a secure manner as per the roles you assign to them. 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.

Drag and Drop Builder
Personalize your Dynamics 365 Customer Portal by simply dragging and dropping the templates, 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 customize your Design templates and choose from the layout to give it a personal touch.
Enhanced Content Management
Share data with your customers in a secure manner as per the roles you assign to them. 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.

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.
Role-Based Access
Let users access different entities based on their roles by creating different user groups and user roles. Enhance security and manage operations better with the right access privileges defined.
360° Entity Management
Exercise full control over entities in your CRM as well as portal. Use all the available default entities 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 Dynamics CRM customer portal.
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.
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
Design your own page through easy-to-use design layouts with the drag & drop functionality. Dynamics CRM Customer Portal does not require any coding expertise at all.
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 agents.
Flexible Third Party Integrations
PortalXpand Dynamics 365 Customer Portal allows flexible third party integration for a smooth workflow. Integrate the portal with your SharePoint and get started quickly.

Pricing

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Case Studies

A Custom trading portal for hassle-free trade and portfolio management

Finance

Helping a 70 year of manufacturing business take a huge leap towards digitization and dealer management

Manufacturing

A custom medical portal to streamline the management of clinics

Medical

Testimonials

Testimonials

I highly recommend Sales port - A Customer Portal for Wordpress. It has provided us with a very functional Customer Portal allowing our customers t ...

Barry Hill Director - Workrite Ergonomics
So a new project for a client meant I needed a Customer Portal that was customisable, could work with a tight integration between Joomla and SuiteC ...

Mike Kilby
SuiteCRM offers great possibilities. With the Wordpress Customer portal Add-On you get the possibility to enhance the CRM with a great and easy to ...

Armin Mair Sales Account Manager - Megabit GmbH
CRMJetty - SuiteCRM Customer Portal is a fabulous addition to SuiteCRM. It is extremely well thought out and offers unlimited customization; which ...

Christine Ely Managing Partner - Sonet Dynamics
AppJetty has been very responsive and attentive to my business needs whenever I reached out to their team. Easy to work with, knowledgeable, overal ...

Andy Thomas Graphics Design and Marketing
I reached out to Biztech to help me set up a WordPress frontend portal for my SuiteCRM instance. Biztech appeared to have the best solution availab ...

Daniel Dahlen CEO - Small Business Sidekick, LLC
We contacted the Biztech team for their expertise with SugarCRM, WordPress, and PHP. They completed a project for us which integrated our CRM to a ...

Tony Karim Aspide Financial - Trading Systems Consultant
SalesPort Customer Portal by CRMJetty is highly recommended for anyone wanting to integrate WordPress and Salesforce beyond web-to-lead forms ...

Dale Smith Director - Operating Security Solutions
AppJetty has been very responsive and attentive to my business needs whenever I reached out to their team. Easy to work with, knowledgeable, overal ...

Scott A Precourt Graphics Design and Marketing

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PortalXpand - A Dynamics 365 Customer Portal

Why PortalXpand

Synchronized Solution

Easy Information Flow

Enhanced Customer Engagement

Everything on a Single Dashboard

Dynamic and Flexible

Cost-Effective

Simplified Dynamics 365 Customer Portal Solution

Build Your Own PortalPortalXpand 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

Configurable Widgets

Design Layouts

Enhanced Content Management

Smart Widgets

Drag and Drop Builder

Configurable Widgets

Design Layouts

Enhanced Content Management

Smart Widgets

Self-Configurable Dynamics 365 Customer PortalPortalXpand 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

Role-Based Access

360° Entity Management

Configure Active CRM Layout

Streamlined User Management

Build it Using FetchXML

Ease of OperationsPortalXpand 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

Custom Build Navigation

Page Level Access Permission

Flexible Third Party Integrations

Case Studies

A Custom trading portal for hassle-free trade and portfolio management

Helping a 70 year of manufacturing business take a huge leap towards digitization and dealer management

A custom medical portal to streamline the management of clinics

Testimonials

Testimonials

Contact Us

Contact Us

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Build Your Own 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.

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.

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.