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Features | PortalXpand - A Customizable Dynamics 365 Customer Portal |
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Let's Talk!Establish a constant and productive connection with your customers through PortalXpand - our highly scalable and customizable Microsoft CRM Customer Portal for Microsoft Dynamics 365. No matter whether they are vendors/suppliers, customers, partners, or affiliates; manage them all seamlessly right from within the Dynamics CRM Customer Portal.
With PortalXpand Dynamics CRM customer portal, simplify not just your work but also your customers’. Take customers’ experience up a notch by providing secured access to all the details they need to view, edit, and manage.
Our PortalXpand Dynamics CRM Customer Portal provides single-window management for the management of vendors, suppliers, customers, and more.
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: Click Here. We look forward to hearing from you.
Do you have a refund policy?
Yes, you can refer to our refund policy here https://www.crmjetty.com/refund-policy.htm.
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.
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.
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.
PortalXpand - Dynamics 365 Customer Portal is Released.