Dynamics 365 Customer PortalBuild 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.
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.
Connect Your Dynamics CRM
Configure Your Portal Site
Apply Your Branding Elements
Design Pages with No Coding Required
Launch Your Portal
Easily create custom portal using a user-friendly drag-and-drop interface built for simplicity and speed.
Streamline your deployment process with efficient tools that reduce development time and boost productivity.
Choose from transparent pricing options designed to grow with your business, ensuring scalability without complexity.
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.
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.
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.
Use dynamic widgets that pull live data from Dynamics CRM, keeping your team informed about customer activities and enabling proactive and efficient responses.
Simplify complex processes with automated workflows, such as approvals and notifications. Enhance service speed for customers while reducing manual effort for your team.
From fulfilling multiple regional requirements to creating a consistent brand experience for your customers, make it all happen with the multisite support feature. Eliminate the juggling between separate platforms by handling everything from one admin panel.
Eliminate the full development cycle and improve your user interface with a custom widget builder. Improve your customer experience with industry-specific widgets and unique data visualization capabilities.
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.
Experience robust data protection with ISO 27001 and 9001 certifications, accredited by TÜV. The portal integrates SSO ensuring trusted reliability and uncompromised integrity.
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…
Enhance your operations with a portal designed to address your industry’s specific challenges. Deliver outstanding service, increase engagement, and build lasting customer relationships.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
Reviews that highlight the trust, value, and impact we deliver through our tailored solutions.
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 is a national company providing modern compliance and planning solutions to the affordable housing industry. Also, they are a national ...
They provide electrical and plumbing estimates through their software, and also offer training and support for the same ...
Our US-based client, E78 Partners, a services firm for finance and technology, needed a scalable, governed way to equip partners with current resources. Partners relied on manual exchanges...
CIMSPA, the professional body for the UK’s sport and physical activity sector, needed a more efficient system for managing memberships and partner onboarding. Their existing portal...
A leading private university partnered with CRMJetty to digitize and simplify its admissions and enrollment process. The institution needed a centralized solution to address challenges...
Dynamics 365 PortalInsurance PortalThe 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.
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.
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.
Our USP is we enable businesses to go to market faster than other software, usually in a couple of weeks and not in months.
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.
Yes, our software can be connected to any 3rd party system and you can use this software as a unified platform for your customers.
