A next-gen self-service Portal to engage with your customers better and enhance their experience.

PortalXpand is a scalable Dynamics 365 Customer Portal that simplifies management of entities and customers. It enables businesses to manage their operations better by letting them configure as per their own business requirements. It also simplifies access to relevant data for customers as per their actions, and roles specified by the admin.

Product Features
  • Flexible Page Builder: Design multiple pages as you want using drag-and-drop page builder with the Dynamics 365 Customer Portal

  • Configurable Widgets: Use the ready-to-use standard design components with custom data binding as a complete dynamic widget to create your pages faster.

  • Design Layouts: Customize your design templates and choose from the layout to give your portal a personal touch.

  • Seamless Content Management: Share the data securely with your customers based on the roles you assign to them. You can display the content publicly as well as privately.

  • Custom Dashboard: Customize your dashboard to ease customer navigation. Set quick links to widgets like Recent Activity, Counter Block, etc. for any required entity.

  • 360° Entity Management: Use all the default entities in your CRM. Configure custom entities in your portal to match your business requirements.

  • Enhanced User Management: Add users, user-roles, define access rules for each user and grant role-based configuration rights with Dynamics 365 Customer Portal.

  • Role-Based Access: Enhance portal security by assigning roles to different portal users and grant them access to different entities based on the roles assigned.

  • Configure Active CRM layout: Configure an active CRM layout within minutes and get started quickly with Dynamics 365 Customer Portal.

  • Mobile-Responsiveness: Broaden your outreach to mobile users by providing a fully mobile-responsive interface.

  • Case Management: Enable customers to create, view and track the cases for their issues in your Dynamics 365 Customer Portal.

  • Knowledge Base Articles: Build an extensive knowledge base to help your customers solve their queries by themselves.

  • Page Level Access Permission: With PortalXpand Dynamics 365 Customer Portal you can not only manage the overall roles and permissions but also manage page level access permissions for all agents.

  • Flexible Third Party Integrations: PortalXpand Dynamics 365 Customer Portal allows flexible third party integration for a smooth workflow.

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