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.
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.