Dynamics 365 Customer Portal - Your Key to Enhanced Customer Management

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PortalXpand - Your Key to Enhanced Customer
Management
As a business grows in size, managing operations
can grow more complex. Switching between
interfaces to view CRM entities or checking
customers details in CRM and updating them isnt
feasible for large organizations. It not only
consumes more time but also increases the
chances of inadvertent errors in data updates. It
also doesnt let an organizations owner decide
who can access what and can compromise security
as anybody can access anything. This is where a
centralized view of all the CRM data comes in
handy. And a portal makes it happen.
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If you are also a Dynamics 365 owner and are
looking to bring efficiency to your business
operations and management, this post is for
you. PortalXpand is our ready-to-integrate and
fully scalable portal that you can customize to
fit your business requirements. It provides easy
and seamless synchronization between your
Dynamics 365 CRM and portal. Why PortalXpand
Can be Your Ideal Portal Solution? PortalXpand is
a self-configurable Dynamics CRM customer portal
with which you can style your themes, widgets,
etc., and streamline your content
management. Here is a run-down on some features
that can help you optimize your business
operations. Easy and Better Personalization Porta
lXpand provides support for easy drag-and-drop
templates, layouts, and portal components. This
allows the admin to decide on your portals
appearance and keep it the way you like, to
enhance the personalized experience.
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Configurable Widgets This Dynamics 365 customer
portal also features smart, standard design
components that allow custom data binding as a
fully dynamic widget. This helps you get your
web pages ready easily and fast. Design
Layouts Our Dynamics 365 customer portal enables
you to customize design templates to fit your
branding. You can also pick from the various
layouts to give your portal a personalized
touch. Seamless Content Management PortalXpand
also allows you to provide your customers with
secure access to your companys data as per
their roles. You can decide which entities you
have to keep publicly visible (knowledge
articles, FAQs, etc.) and which entities to
provide access to only after sign-in. Custom
Dashboard With PortalXpand, you can exercise full
control over your dashboard and entities through
a well-segmented admin dashboard. You can set
and save quick links to widgets, including Recent
Activity, Counter
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Block, etc. You can set and save quick links to
widgets like Recent Activity, Counter Block,
etc., for any entity you require. Enhanced
Security with Role-Based Access PortalXpand lets
you create user groups and define user roles to
provide access to different CRM entities based on
their roles. By defining the access privileges,
you can enhance the security of your CRM and
manage operations better. 360 Entity
Management With PortalXpand, you can exercise
complete control over your entities in both your
CRM and portal. You can use all the available
default CRM entities and configure them to fit
your business requirements. Configure Active
CRM Layout PortalXpand enables you to configure
any active CRM layout in no time and start your
portal easily. Streamlined User
Management Allowing the admin to define user
roles and access rules for each role helps
streamline user management. It can also give
different
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configuration rights to different admin users
based on their defined roles for multiple
admins. Build it Using FetchXML PortalXpand also
supports building with FetchXML and lets you
select fields and generate queries as and when
you need them. Ease of Operations PortalXpand
comes with a competitive price and serves the
best-in-class result in the industry. With the
seamless sync between CRM and portal,
PortalXpand allows efficient and centralized
management of operations. Mobile Friendly The
fully responsive and appealing mobile interface
that PortalXpand offers takes customer
experience to the next level. This is because
your customers can access anything on the go with
your fully responsive portal. Time-Saving There
is no need to have coding experience to build
your portal as PortalXpand gives you handy
drag-and-drop design layouts to use.
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This saves your time and gets your portal off the
ground without any hassle. Page-Level
Access Besides managing overall roles and
permissions, you can also manage page-level
permissions for all your agents with our Dynamics
365 customer portal. Support for Third-Party
Integrations PortalXpand Dynamics 365 Customer
Portal also supports third-party integrations
like SharePoint to ensure a smooth
workflow. Hassle-Free Exchange of Info It
provides an interactive user-interface that
enables ease of access for users. It also
enables on-demand and hassle-free exchange of
information between your CRM and
portal. Elevated Customer Engagement With
support for emails and notifications in the
portal, it lets you improve customer engagement
and makes your user management seamless.
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Better Clarity and Visibility With a single
central dashboard to manage all your actions that
PortalXpand provides, you no longer need to
switch between interfaces. This way, you can get
better visibility and a more comprehensive
real-time view of your organizations
activities. Cost-Effective PortalXpand provides
you with an easily configurable central platform
to manage all your entities in one place. This
helps reduce your operational costs to access
entities separately and manage them from within
CRM. Leverage PortalXpand - Level Up Your
Customer Engagement PortalXpand is a one-stop
solution for your portal requirements and comes
with everything you seek in an ideal portal. If
you are also fed up with managing CRM entities
individually and facing roadblocks in managing
your customers, now is the time to get
PortalXpand. PortalXpand expands to your business
requirements and helps you ensure high customer
engagement and brand loyalty.
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So, integrate our cutting-edge Dynamics 365 CRM
portal for your Dynamics 365 organization and see
your work get simplified! Request Quote
https//www.crmjetty.com/contacts
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