Title: How to Manage Configuration of Advanced Settings for Customer Portal
1How to Manage Configuration of Advanced
Settings for Customer Portal
Not all third party portal solutions for Dynamics
CRM are made the same. At the end of the day,
their functionality and ease of use as well as
features decide which one to use. CRMJettys
Dynamics 365 WordPress Customer Portal has some
particularly neat features. On top of that, it is
simple to configure and use, for both the admin
users and the end users. Lets walk through the
steps to configure advanced settings in their
customer portal. - Once the activation is
successfully completed, navigate to the CRMJetty
tile to access and setup various configuration
for portal i.e. General Settings, Email Settings,
Portal Layouts, Language Configuration and Roles.
s ales_at_crmjetty.com
2Or
s ales_at_crmjetty.com
3- For unified interface, navigate to Dynamics 365
Custom and from the bottom menu select
CRMJetty. Upgrade Data - To manage upgrades, we
have upgraded a specific flow wherein if you
have any older version of Customer Portal, then
the Upgrade Data button will activate. For
upgrading data, navigate to CRMJetty -gt General
Configuration and click on Upgrade Data button.
s ales_at_crmjetty.com
4- By upgrading data, you can make your portal
compatible with the latest version of the
portal. - Setting General Accessibility for Portal Users
- For general settings, navigate to CRMJetty from
the menu. - Mention the URL of your WordPress Account (i.e.
Portal URL) which will be sent along with the
credentials mail and click on the Save button.
- Use Dropdown Caching to set up values of lookup
fields (Related to other modules). Values
displayed in lookup fields will remain old until
it surpasses the time set here. - By enabling the Change Role of Hierarchy, you can
change the role of hierarchy i.e. if the role of
any contact is updated or removed, it will be
applied to the whole child hierarchy.
s ales_at_crmjetty.com
5- By enabling the Change Account of Hierarchy, you
can change the account of hierarchy i.e. if an
account of any contact is updated or removed, it
will be applied to the whole child hierarchy. If
it is unticked, and the account is updated then
it will work as a separate entity from the
hierarchy. - Setting Email Template
- Admin can create any email template like Signup
and Forgot Password template from CRM. - From templates, the user gets the option to
create New - template and also select template type.
- Select email template type as Contact and
create an email template filling the necessary
details as per your requirement.
s ales_at_crmjetty.com
6Note Users can also assign default "Email
templates" for various actions
performed. - For assigning the default email temp
late navigate to CRMJetty -gt Email Settings.
- Select appropriate email template and Save email
settings. - Assign User Role
- To manage the user roles, navigate to Settings -gt
Security - -gt Users.
- Now select the users whose roles are to be
managed and click on Manage Roles. This will
open up a pop up to select roles. - To access CRMJetty product entities assign
CRMJetty Customer Portal role to selected users.
s ales_at_crmjetty.com
7Note System Administrator will also be able to
access CRMJetty Product Entities. CRMJettys
customer portal is thus one of the easiest one to
navigate in the market. The portal market is
huge, but you have to find one that fits your
workflow, your customers and your staff.
Source h ttps//www.crmjetty.com/blog/how-to-mana
ge-configure - advanced-settings-customer-portal/
s ales_at_crmjetty.com