PortalXpand - A Customizable Dynamics 365 Customer Portal

PortalXpand - A Customizable Dynamics 365 Customer Portal

A next-gen, scalable, and ready-to-integrate Dynamics 365 Customer portal plugin that you can customize to suit all your business requirements.
  • Seamless synchronization between Dynamics 365 CRM and portal
  • Lower operational costs with all the entities managed centrally
  • Easy exchange of information between CRM and Portal on demand
  • Ease of configuration with no custom coding required
  • Enhanced customer engagement with emails
  • Role-based access for enhanced and streamlined user management
  • Ease of access to information for users with an interactive user interface
  • Flexible page builder with easy-to-use drag and drop dynamic widgets

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Key Features

PortalXpand - Scalable Dynamics 365 Customer Portal for Dynamics

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.

Why Choose Our PortalXpand Dynamics CRM Customer Portal?

Our PortalXpand Dynamics CRM Customer Portal provides single-window management for the management of vendors, suppliers, customers, and more.

dynamicscrmWordpress customer-portal
  • PortalXpand Dynamics 365 Customer Portal is a customizable solution that you can configure in real-time to match your business needs.
  • Allow your customers to connect with you online and simplify data management for them by enhancing their control over it.
  • Communicate more and effectively without any hassle with calls and smart chatbox.
  • Stay assured of pro-level quality in customers’ management with full compatibility with Microsoft Dynamics 365.
  • A perfect Dynamics CRM customer portal for various industries including real estate, education, insurance, healthcare, non-profit, and more.

Backend Features of PortalXpand

Frontend Features of PortalXpand

Why PortalXpand Is the Right Choice for You

  • PortalXpand by CRMJetty levels up the basic functionality of MS Dynamics 365 to make it a complete portal solution for businesses. PortalXpand is a portal solution that comes at a very competitive price and best-in-class quality in the industry. Our development team has a pool of Microsoft certified professionals that have ensured to include all the cutting-edge features businesses seek in a portal.
  • Our PortalXpand is a highly customizable and scalable Dynamics 365 customer portal that businesses can use of to cater to their needs. They can configure the portal to suit their needs without any prior expertise in coding. With the seamless sync between CRM and portal, PortalXpand allows efficient and centralized management of vendors, partners, customers, and more.
  • The easy retrieval of the required information on demand and its management within the portal helps bring down the overall operational costs and effort.
dynamicscrmWordpress customer-portal
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: 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.

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.

ADVANCE
$ /Year
FeaturesPortalXpand - A Customizable Dynamics 365 Customer Portal
Role Based Accessibility Generate Mass Credentials Custom Page Layout
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: 1.0.0 : January 12, 2021

PortalXpand - Dynamics 365 Customer Portal is Released.

Customer Reviews

Customer Reviews

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