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

Looking to manage your business operations centrally and efficiently?

Rely no longer on pen and paper or traditional spreadsheets to manage customers, partners, etc. Adopt a better and easier approach now.

CRMJetty brings you the best-in-class Dynamics 365 Customer Portal for that. It’s a next-gen portal that provides customers with an engaging experience with single-window management. It’s got features to help businesses manage operations better and configure it as per their business logic. It also provides easy access to data to customers based on the actions and roles defined.

Bring more efficiency, speed, and operational efficiency with central management of business operations with a portal.

Product Features

  • Flexible Page Builder - Design multiple pages or sub-grids as you want using drag-and-drop page builder or Code Editor with the Dynamics 365 Customer Portal.
  • Configurable Widgets - Use 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 pick from layouts to give your portal a personal touch.
  • Seamless Content Management - Share data securely with customers in their chosen language based on the roles assigned. 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 and build forms as per parent-child relationships of entities to match your business needs.
  • Enhanced User Management - Add users, user-roles, define access rules for users and grant role-based configuration rights with Dynamics 365 Customer Portal.
  • Role-Based Access - Assign roles to various users to grant them access to different entities as per their roles.
  • Configure Active CRM layout - Configure an active CRM layout within minutes and get started quickly with Dynamics CRM customer portal.
  • Mobile-Responsiveness - Provide a fully mobile-responsive interface to widen your outreach to mobile users.
  • Case Management - Let customers create, view, and track their cases in your Dynamics 365 Customer Portal.
  • Knowledge Base Articles - Build an extensive knowledge base to help customers solve their queries by themselves.
  • Page Level Access Permission - Manage both overall roles and permissions and page level access permissions for all agents with Dynamics 365 Customer Portal.
  • Flexible Third Party Integrations - PortalXpand Dynamics 365 Customer Portal allows flexible third party integration for a smooth workflow.
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