• Note: If you have an Offline (On-Premises) Integration, you would need to visit CRMJetty and opt for trial from there. The free trial option on AppSource will work for Online (On-Demand) CRM Integrations.

Dynamics 365 Customer Portal for WordPress helps businesses create a self-service customer portal with Dynamics CRM as the backend data repository & WordPress as the front-end user interface. It combines the user-friendliness of WordPress with the robustness of Dynamics CRM to create a portal that can be set-up fast, with minimal investment.

Recent Addition: Now available with exclusive SharePoint Add-on to keep all your documents synced across Dynamics 365, Customer Portal, and SharePoint. No more manually transferring documents.

• Role-based Accessibility: Decide which modules of Dynamics CRM are made accessible to portal users. Set Dynamic access rights for user accessible modules.

• Default and Custom Module Support: Share the right information with your customers by configuring any of the default and custom modules of your Dynamics CRM into customer portal.

• Mass Credentials: Easily create portal accounts for all CRM contacts in bulk.

• Customized Module Layouts: Configure layout (list, edit, and detail view) of each accessible module in Dynamics CRM.

• Customize your Portal: Give it a name, add logo, display options, theme & module color, etc.

• Secure sign-in.

• Informative Dashboard: Intuitive and informative dashboard with shortcut icons for all enabled modules to help you make the right decisions.

• Manage CRM Records: Edit, update, or delete records from the portal that will directly reflect in CRM.

• Overview of Activities: Directly view all activities (appointments, calls) in calendar.

• Exhaustive Knowledge Base: Access to self-serve knowledge base for quick support.

• Multi-Language Support to help you serve your global customer base.

• Contact Hierarchy Management: Securely share data with your contacts according to the assigned roles based on the organizational hierarchy.

• Quotation Management: Let your customers seamlessly create quotes from our customer portal. Streamline the communication revolving around quote generation, price list, products, etc. with our newly introduced feature of quotation management.

• Enhanced customer engagement with email notifications.