Strengthen Partner Relationships with our Dynamics 365 Partner Portal

Enhanced Partner Collaboration
Enhanced Partner Collaboration

Our portal’s state-of-the-art technology enables your partners to work together without difficulty across departmental and geographic boundaries, encouraging creativity and synergy.

Manage Portal Access Settings
Manage Portal Access Settings

We collaborate closely with you to create an access architecture that precisely matches your objectives since we recognize that every organization is unique.

Seamlessly Manage Channel Partners
Seamlessly Manage Channel Partners

With our Dynamics 365 Partner Portal’s smooth channel partner management tools, you can boost collaboration and productivity.

Efficient Partner Onboarding
Efficient Partner Onboarding

With structured processes and relevant training, our portal accelerates partner onboarding, resulting in a smoother transition and reducing time-to-productivity for a smooth transition.

Enhanced Partner Engagement
Enhanced Partner Engagement

To promote productive partner interactions, our Dynamics 365 Partner solution unifies information, instruments, and assets onto a single platform.

Smooth Integration with Third-Party Applications
Smooth Integration with Third-Party Applications

Enable data transmission between Dynamics 365 and other critical business tools to boost efficiency and collaboration throughout your organization.

Personalize Your Dynamics 365 Partner Portal

Our bespoke Dynamics 365 Partner Portal increases return on investment, simplifies processes, and improves customer interaction with ease.

  • No-code Design Solution
    CRMJetty Portal

    Without any coding knowledge, easily customize your Dynamics 365 Partner Portal with easy-to-use drag-and-drop tools.

  • Customizable Widgets
    CRMJetty Portal

    Charts, graphs, and lists are just a few examples of the widgets that you may easily arrange using drag-and-drop functionality to prioritize the relevant information.

  • Dynamic Dashboards
    CRMJetty Portal

    Maximize operational effectiveness and drive strategic goals by utilizing the adaptability and flexibility of dynamic dashboards in the Dynamics 365 Partner Portal. 

  • Improved Content Administration
    CRMJetty Portal

    With the help of our Dynamics 365 Partner Portal, you can manage content more efficiently and with greater control.

  • Smart Widgets
    CRMJetty Portal

    With smart widgets, you can have your data update dynamically from your CRM solution. This way, you don’t need to update certain aspects of your portal manually. 

CRMJetty Portal
CRMJetty Portal

Without any coding knowledge, easily customize your Dynamics 365 Partner Portal with easy-to-use drag-and-drop tools.

CRMJetty Portal

Charts, graphs, and lists are just a few examples of the widgets that you may easily arrange using drag-and-drop functionality to prioritize the relevant information.

CRMJetty Portal

Maximize operational effectiveness and drive strategic goals by utilizing the adaptability and flexibility of dynamic dashboards in the Dynamics 365 Partner Portal. 

CRMJetty Portal

With the help of our Dynamics 365 Partner Portal, you can manage content more efficiently and with greater control.

CRMJetty Portal

With smart widgets, you can have your data update dynamically from your CRM solution. This way, you don’t need to update certain aspects of your portal manually. 

Configure Your Portal As You Like

Improve your online visibility and increase interaction today with our customizable portal solution.

CRMJetty Portal
CRMJetty Portal

You can easily create role-based access controls, dynamically giving permissions according to user roles and responsibilities, thanks to strong authorization methods.

CRMJetty Portal

Partners can manage their user accounts through the portal, which enables user authentication methods like single sign-on (SSO).

CRMJetty Portal

Partners have access to and control over leads created via the portal, including allocating, tracking, and converting leads into opportunities.

CRMJetty Portal

Our portal ensures a smooth customer experience by being easily navigable and available on PCs, tablets, and smartphones. 

Optimize Operational Efficiency with Partner Portal

With our Partner Portal, which offers seamless collaboration, automated workflows, and strategic insights for long-term growth, you can maximize operational efficiency.

  • Easy-to-Use Menus and Navigation
    CRMJetty Portal

    The instantly recognizable iconography and rationally organized menus make it easy for partners to find and navigate different modules and functions.

  • Control Page Visibility
    CRMJetty Portal

    Setting access permissions at the page level allows you to control confidential information strictly while guarding against manipulation or unauthorized access.

  • Easy File Sharing and Document Managemen
    CRMJetty Portal

    Limiting access rights to the page level allows you to maintain close control over sensitive data and protect against unauthorized access or manipulation.

  • Multi-Language Support
    CRMJetty Portal

    Providing multilingual support helps people communicate effectively across diverse cultural backgrounds and strengthens relationships with them.

CRMJetty Portal
CRMJetty Portal

The instantly recognizable iconography and rationally organized menus make it easy for partners to find and navigate different modules and functions.

CRMJetty Portal

Setting access permissions at the page level allows you to control confidential information strictly while guarding against manipulation or unauthorized access.

CRMJetty Portal

Limiting access rights to the page level allows you to maintain close control over sensitive data and protect against unauthorized access or manipulation.

CRMJetty Portal

Providing multilingual support helps people communicate effectively across diverse cultural backgrounds and strengthens relationships with them.

Tailored solutions for specific industries

Whether it is educational, logistics, hospitality, or any other sector, our portal solution is designed to best suit the unique challenges and requirements of each sector.

  •  Education Education
     Education
    Education

    Our advanced platform interfaces effortlessly integrate with your current infrastructure, enabling you to run operations like never before.

  •  Non-Profit Non-Profit
     Non-Profit
    Non-Profit

    Managing volunteer schedules, keeping an eye on donor contributions, and strategically allocating resources to attain overall success are all made simple by our cutting-edge software.

  •   Real-Estate Real-Estate
      Real-Estate
    Real-Estate

    With our modern customer portal solution, you can effortlessly manage volunteer schedules, track donor contributions, and allocate resources efficiently to maximize impact.

  •  Insurance Insurance
     Insurance
    Insurance

    Easily convert leads into devoted customers by utilizing data analytics & real-time updates for transparent insurance sales.

industry-specific-solution
 Education
Education

Our advanced platform interfaces effortlessly integrate with your current infrastructure, enabling you to run operations like never before.

 Non-Profit
Non-Profit

Managing volunteer schedules, keeping an eye on donor contributions, and strategically allocating resources to attain overall success are all made simple by our cutting-edge software.

  Real-Estate
Real-Estate

With our modern customer portal solution, you can effortlessly manage volunteer schedules, track donor contributions, and allocate resources efficiently to maximize impact.

 Insurance
Insurance

Easily convert leads into devoted customers by utilizing data analytics & real-time updates for transparent insurance sales.

Why Choose Dynamics 365 Partner Portal?

Enhanced Collaboration
Enhanced Collaboration

Our portal offers a centralized platform where partners can collaborate on different projects or deals, communicate effectively, and obtain critical information.

Security and Compliance
Security and Compliance

Protecting sensitive data and meeting legal criteria are our top priorities when it comes to security and compliance with our partner portal.

Marketing Automation
Marketing Automation

Our Portal’s seamless integration with Dynamics 365 Marketing increases customer engagement, which enables customized messaging, automated campaigns, and improved campaign tracking.

Community Engagement
Community Engagement

Our Dynamics 365 Partner Portal fosters community collaboration and communication through social networking, blogs, and forums.

Holistic View of Customer Data
Holistic View of Customer Data

The Dynamics 365 Partner Portal provides a comprehensive view for informed decision-making and customized engagement by centralizing client data from various sources.

FAQs

What measures do you have in place for data security?

We are ISO 27001 certified by a German company named TUV-SUD. We have all data and information security controls in place. Moreover, we do not store any personal data on our software. We fetch the data on demand using secure APIs and process it as per the features.

Do I need engineers to configure and set up my portal site?

No; with a bit of knowledge of the functionalities of CRM, with our platform-as-a-service studio, you can create pages, forms, lists, and menus using simple drag-drop widgets.

How quickly can we go live using this portal software?

Our USP is we enable businesses to go to market faster than other software, usually in a couple of weeks and not in months.

What other use cases can I achieve with this partner portal solution besides lead management?

The Dynamics 365 partner portal from CRMJetty is an effective tool for businesses looking to streamline their channel sales and manage relationships with dealers, vendors, distributors, and other partners. Through a centralized platform, these portals allow you to digitize your partner network and simplify your business operations.

Is your software flexible enough to connect to any 3rd party software?

Yes, our software can be connected to any 3rd party system, and you can use this software as a unified platform for your customers.

Adopt Dynamics 365 Customer Portal to Gain Customer Satisfaction

Adapt our fully customizable Customer Portal for Microsoft Dynamics 365 for Sales to establish an interactive and productive connection with your customers. Our Dynamics 365 Partner Portal will help them to access the portal at their convenience.

Charlie Bell Jr.
Charlie Bell Jr.
Charlie Bell Jr.
Great product We were looking for something to work with our current site. I ran across this reached out told them my needs which were a complete custom... Read More
James Harden
James Harden
James Harden
Very Effective This is a first-rate customer portal for Dynamics CRM and enables me and my team to interact with my customers better. Really like it!... Read More

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