Dynamics CRM WordPress Customer Portal

Dynamics CRM WordPress Customer Portal

Scalable and ready-to-integrate Portal plugin for Dynamics CRM. Our plugin integrates your CRM with WordPress frontend.
  • Provide secured access to unlimited customers
  • Fully scalable & customizable solution for your business needs
  • A ready to integrate solution with easy set up
  • Access to self-serve knowledge base for quick support
  • Securely integrates your CRM with CMS to help you expand
  • A solution that enhances customer engagement
  • Multi-language support to serve global customer base
  • Share your data safely with secure sign-in
Key Features

Dynamics CRM Customer Portal for WordPress

Stay connected with your customers at all times and make your connection a productive one through Microsoft Dynamics CRM - one of the most popular CRM tools! It brings a lot of convenience for your portal users as they can manage schedules, documents, cases, accounts and order sheet details with ease. Dynamics 365 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/client portal, partner portal, supplier/vendor portal, affiliates portal, account portal, and more.

Why Choose Dynamics CRM WordPress Customer Portal?

dynamicscrmWordpress customer-portal
  • MS Dynamics CRM Portal for WordPress provides single window solution for all customer interactions and assistance.
  • It is a customizable solution that gives you the space to add useful features and eliminate the futile ones.
  • Dynamics CRM Customer Portal enables customers to connect with you online and manage their data quickly while having a better control over it.
  • Communicate without hassle of emails or calls. Ticketing system saves a lot of your time.
  • Work easily with better user interface that has new looks and smart navigation.
  • Add all your CRM contacts to the Dynamics 365 Customer Portal and manage them by assigning diverse roles.

Features for Dynamics CRM & WordPress Backend

Role-Based Accessibility

  • Create accessibility-based user groups and add contact to assign specific roles. A Portal User can have access only to the modules that are assigned to them in that specific group. Admin can create multiple groups and add contacts to them.

Frontend Features for End Users

Well-Designed Dashboard

  • Dynamic CRM WordPress Customer Portal dashboard is dynamically designed and has intuitive interface.
  • Admin can arrange and set the dashboard elements. It helps in keeping most usable modules on the top for quick navigation.
  • Users can run search tool from dashboard to find information that they are looking for.

Why Dynamics CRM WordPress Customer Portal is the Right Choice for You?

  • CRMJetty designed customer Dynamics CRM WordPress Customer Portal extends the basic functionality of MS Dynamics CRM and makes it a complete solution for businesses. It has organized and stacked elements on the dashboard besides its compact layouts. This enables users to operate the Dynamics CRM Customer Portal with seamless navigation throughout the site.
  • We offer portals that are ready-to-use and they work as a scalable solution for you. Admin just has to sign into the system and start managing their operations with a rich user experience.
  • Data security is extremely critical to any business. Especially, when dealing with your CRM data, we are talking about your business critical information. DynamcisCRM WordPress Customer Portal is not like other plugins. It does not store or fetch any data to our DB. It simply connects your DynamcisCRM with WordPress. The data is secure on your servers and WordPress provides the interface to the end users with secure access. And, everything is hosted on your servers. The role of the DynamcisCRM WordPress Customer Portal plugin does not add any vulnerabilities whatsoever on your CRM data.
dynamicscrmWordpress customer-portal
FAQs

General FAQs

  • 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 support@crmjetty.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.

Technical FAQs

  • 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.

Points To Note

Points To Note

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.

  • You should be able to login as an Administrator in CRM/CMS (WordPress) for installation.
  • Check that your Dynamics CRM Instance and WordPress is compatible for Portal.
  • You must have a valid License Key Provided by CRMJetty.
  • If you are installing Portal then make sure that no older version of the Plug-in is already installed on WordPress. If there is any, then you should uninstall that plug-in first.
  • Not compatible with wordpress.com platform.
Compatibility
v4.0 to v5.2 Dynamics 2016 (v8.0) and above, Dynamics 365 (v9.0) and above
Change Log

Change Log

Version: 3.0.0 : July 25, 2019

Enhancements

  • Enhanced UI / UX.
  • Contact Hierarchy to manage child contacts.
  • Easily filter records by contacts and search.
  • Replace Contract Entity with Entitlement Entity for respective changes.
  • Added charts in dashboard for case, invoice and quote modules.
  • Provided Two Step Authentication for Portal.
Version: 2.0.0 : May 23, 2019

Enhancements

  • Email Verification & User Approval option to prevent spam
  • Case deflection
  • Multi language Support
  • Specific Knowledge Base Visibility for Portal
  • GDPR Concent Support
  • Unified Interface support
  • Reset Password implementation
Version: 1.2.1 : August 13, 2018

Enhancements

  • Security Bug Fixing.
Version: 1.2.0 : January 29, 2018

Enhancements

  • Dashboard Layout update
  • FAQ section integration in Wordpress admin for connection failure issues
  • Minor bug fixing and better modular structure
Version: 1.1.0 : July 28, 2017

Enhancements

  • Dynamic access rights for portal user for each module (add/delete/update)
  • CRM Email template support in portal
  • Bug fixing
Version 1.0.0 : April 28, 2017
  • DynamicsPort - Dynamics CRM Customer Portal for WordPress is Released.
Customer Reviews

Customer Reviews

(5/5)
  • Cost-Effective Product

    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. "

    Steve (Posted on 15 February 2019)
    Yes, I Recommend This
  • Enables Better Customer engagement

    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.

    Nolan Burns (Posted on 15 August 2017)
    Yes, I Recommend This
  • Helps to save money

    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.

    Zachary Freeman (Posted on 8 June 2017)
    Yes, I Recommend This