Our PortalXpand is a scalable Dynamics 365 Customer Portal that enables businesses to manage their operations better by configuring as per their business requirements. For the admin(s), it simplifies management of entities and customers. For customers, it simplifies access to the relevant data as per their actions and roles specified by the admin.
360° Entity Management: Use all the default entities in your CRM. Configure custom entities of Dynamics 365 in your portal to match your business requirements, with PortalXpand.
Role-Based Accessibility: Enhance the portal security by assigning roles to different portal users and granting them access to different entities based on the roles assigned.
Extensively Flexible Page Builder: Design your page by yourself with the Dynamics 365 Customer Portal by using drag-and-drop page builder. Create multiple pages without any expertise in coding.
Ready-to-Use Widgets: Use the ready-to-use standard design components with custom data binding as a complete dynamic widget to create your pages faster.
Enhanced User Management: As a super admin, add user roles and define access rules for each user role. Grant role-based configuration rights to different admins for secure and better management of Dynamics 365 Customer Portal.
Custom Dashboard: Enhance the customers’ ease of navigation with a well-arranged dashboard and sections. Set and save quick links to the widgets like Recent Activity, Counter Block, etc. for any required entity.
Enhanced Content Management: Share the data securely with your customers based on the roles you assign to them. Specify the entities you want to display publicly to all the customers without log-in and the entities you want to display privately only after logging into Dynamics 365 Customer Portal.
Case Management: Enable customers to create cases for their issues and queries in your Dynamics 365 Customer Portal. Let them view the cases in the portal and track the progress to take their experience up a notch.
Mobile-Responsiveness : Make your portal easy-to-use on the go for all your customers with the fully mobile-responsive interface the portal comes with. Broaden your outreach to mobile users and expand your business fast.
Knowledge Base Articles: Give your portal users free access to all the knowledge base articles to help them solve their queries by themselves. Let them find answers to their queries, explore your products and services, and engage better through our Dynamics 365 Customer Portal.