|Features||Dynamics CRM WordPress Customer Portal V3.1.0||Portal Sharepoint Add-on|
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Stay connected with your customers at all times and make your connection a productive one through Microsoft Dynamics 365 - one of the most popular CRM! Bring a lot of convenience for your portal users as they can manage schedules, documents, cases, accounts, and order sheet details with ease. Dynamics 365 WordPress Customer Portal not only processes your database, but also keeps its detailed records. It is an ideal solution for a number of use cases such as - customer portal, partner portal, supplier/vendor portal, affiliates portal, account portal, and more.
Keep all your documents synced across Dynamics 365, Customer Portal, and SharePoint. No more manually transferring documents.
What is customer portal and how is it useful?
Customer Portal is similar to a Self-Service portal in which they provide an online support channel for customers by allowing them to resolve their queries without contacting a customer service representative. Customer portal enhances the customer relationships by providing them with the information around the clock.
What if I want to install on more than one domain or development server?
On single domain purchase, we allow one live and one development domain. If you would like to use the portal on more than two domains with a single installation, then you need to purchase it for additional domains.
What should I do if I have different CRM installations?
If you are likely to use the extension on domains with separate installation, then you need to purchase another copy of the portal.
Do you provide a live demo (on Skype)?
Yes, you can get a personalized live demonstration from our experts in your time zone and according to your convenience. Click Here for a free demo. We look forward to hear from you.
Do you have a refund policy?
Yes, you can refer our refund policy @https://www.crmjetty.com/refund-policy.htm.
Can I transfer the license to another domain after I purchase it? If yes, are there any charges for the transfer?
Yes, you can transfer the license. And no, there are no charges for the transfer.
Can I have a free trial of your product?
Yes, we do provide free trial for 30 days.
Can CRMJetty customize the portal according to my needs?
Of course! This is what we’re good at! Please get in touch with us at email@example.com to discuss your specific needs. We would be delighted to hear you.
Do you provide installation for the plugin?
Yes, we do provide free installation service.
Is there any limit to grant access to Portal Users?
No. There is no user restriction for granting portal access.
Does your portal store any data on CMS server?
No. Our product does not store or fetch any kind of data on CMS server. It is secure on your CRM server and our solution just provides interface to the end users with secure access.
Does it support custom modules of CRM?
Yes, it supports custom modules of CRM with additional efforts. To know more in detail please contact our support team on Skype at support.biztech.
Do I need to provide any additional details for adding custom module?
Yes. You need to provide the FTP and site admin details for both the frameworks (CRM and CMS) along with the list of modules that you want to enable for the portal.
What are the details required to make a connection with CRM?
You just need your CRM instance URL, CRM admin username, and CRM admin password to make a connection. For further details, you can review our user manual guide.
Does your portal support custom fields?
Yes, our portal supports custom fields. You just need to drag and drop them into your module's layout.
In order for the Dynamics 365 WordPress Customer Portal to be installed accurately, and work as per the described functionality, below requirements must be met.
Once you have completed the Product Purchase, you would require to install package on your CRM. You can also share credentials with us and we will install and configure same for you.
It will take 2-3 business days to setup your desktop portal. Once done, we will send an email with portal credentials.
Once the demo product setup is completed, we will arrange a training call for explaining the ins and outs of the product. We will explain you the whole system and its workflow in our training.
Once all the setup process is completed, you are good to go to connect directly with your customers.
Purchasing this portal has turned out to be a boon for me and my company. It has helps me to easily use CRM and CMS without any hassle.
The integration is definitely the best at this cost. Apart from the features you get from the product, you also save a lot of cost on customer services as manual grievance management is reduced significantly. "
Through Dynamics Crm Wordpress Customer Portal, I can connect with my customers at a greater level. I get to know about their likes and dislikes and take care of their preferences.
Thanks to Dynamics Crm Customer Portal for Wordpress, my customers can resolve small queries on their own. It saved money as there was no need to set up call centers or employ customer care executives.