Ugrás a tartalomra

Customer Portal for WordPress By CRMJetty

AppJetty

4.5 (2)

Create a self-service customer portal with Dynamics CRM as the backend & WordPress as the front end.

  • 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 CRM 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.

Product Features
  • Decide which modules of Dynamics CRM to be made accessible to portal users.
  • Create portal accounts for all CRM contacts in bulk.
  • 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 for portal users.
  • Attractive dashboard with shortcut icons for all enabled modules.
  • Any edit, update or deletion of records from portal will reflect in CRM.
  • Directly view activities (appointments, calls) in calendar.
  • Dynamics 365 Customer Portal provides articles, FAQs to your customer in the form of knowledge base.
  • Set Dynamic access rights for user accessible modules.
  • Multi-Language Support to help you serve your global customer base.
  • Dynamics CRM hierarchy management functionality now available for all the portal users.
  • Parent contacts will be able to view and create child contacts in the portal.
http://store-images.s-microsoft.com/image/apps.51643.f1c9e70a-e500-4a00-864c-ef4ebf72022d.1d63f839-7961-4357-86ac-e24e72f989be.a6d92100-9c4b-4007-9c24-42cf79aabc96
/images/videoOverlay.png
http://store-images.s-microsoft.com/image/apps.51643.f1c9e70a-e500-4a00-864c-ef4ebf72022d.1d63f839-7961-4357-86ac-e24e72f989be.a6d92100-9c4b-4007-9c24-42cf79aabc96
/images/videoOverlay.png
http://store-images.s-microsoft.com/image/apps.26261.f1c9e70a-e500-4a00-864c-ef4ebf72022d.1d63f839-7961-4357-86ac-e24e72f989be.de7062a0-6823-4f91-b1fe-e14891126ce1
http://store-images.s-microsoft.com/image/apps.2202.f1c9e70a-e500-4a00-864c-ef4ebf72022d.1d63f839-7961-4357-86ac-e24e72f989be.e3596848-aa53-46a3-a41c-e70cd3c848e7
http://store-images.s-microsoft.com/image/apps.64665.f1c9e70a-e500-4a00-864c-ef4ebf72022d.1d63f839-7961-4357-86ac-e24e72f989be.d0143976-9118-46e0-ba5a-01d154750dcb
http://store-images.s-microsoft.com/image/apps.25632.f1c9e70a-e500-4a00-864c-ef4ebf72022d.1d63f839-7961-4357-86ac-e24e72f989be.338af50c-c9c8-4464-84a6-2b25b910c6b5