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.
- 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
360° Entity Management
- Exercise full control over entities in both your portal and CRM. Use all the default entities available in your CRM. Also configure Dynamics 365 custom entities in Dynamics CRM as per your business requirements with our Dynamics 365 Customer Portal.
Role-Based Accessibility
- Allow different portal users (end-customers) to access different entities based on their roles by creating different user groups and defining user roles for them. Enhance the security and manage operations better with the right access privileges defined.
Extensively Flexible Page Builder
- Avail of the easy-to-use design layouts with the drag & drop functionality to design your own page yourself in the Dynamics 365 Customer Portal. There is no need for coding expertise at all.
Ready-to-Use Widgets
- Avail of the ready-to-use standard design components with custom data binding as a complete dynamic widget. Get your pages ready with dynamic widgets in no time.
Streamlined User Management
- The super admin (administrator) can add user roles and define access rules for each. In the case of more than one admin, the super admin can give role-based configuration rights to different admin users.
Frontend Features of PortalXpand
Custom Dashboard
- Customize your dashboard to make the navigation to the most frequently used records by your portal users easier. Set or configure widgets like Recent Activity, Counter Block, etc. for any entity you need to provide quick access to.
Enhanced Content Management
- Share data with your customers in a secure manner as per the roles you assign to them. Decide on the entities to keep visible in public (like knowledge articles, FAQs, etc.) without any need for sign-in and the entities to give access to only after sign-in (like orders, cases, etc.)
Case Management
- Let customers create cases in your Dynamics 365 Customer Portal for the queries or issues they face. Allow them to view all the cases they created and track their progress to enhance their experience.
Mobile-Responsiveness
- Allow your customers to access the portal on the go with a comprehensive and fully mobile-responsive interface PortalXpand provides. Engage mobile users better with mobile-responsiveness, enrich their experience, and expand your business.
Knowledge Base Articles
- Enable your portal users to freely access the knowledge base articles on our Dynamics 365 Customer Portal. their experience by letting them find answers to their queries, explore your products and services, and more.
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.
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
