Outstanding Operational Efficiency
With our technology, you can achieve exceptional efficiency by optimizing resource allocation, streamlining operations, and seamlessly integrating customer interactions.
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Enhancing Customer Experience and Engagement with our Dynamics 365 Portal
Better Customer Communication
Our portal’s extensive functionalities and smooth integration enable you to provide customized interactions, optimize processes, and cultivate lasting customer relationships.
Design As You Like
Using the drag-and-drop feature, you can personalize the portal to match your company procedures and brand identity, giving your clients a unified and customized experience.
Workflow Automation
Our Dynamics 365 Portal helps your team focus on more complicated problems and provide quicker customer resolution times by automating repetitive customer care operations like case generation, routing, and escalation.
Keep Customers Updated
Transparency and communication are enhanced when clients receive real-time updates, alerts, and notifications about their accounts, orders, and service requests.
Connect with your Customer on Every Platform
With our Customer Portal, you can easily handle requests from email, chat, phone, and social media and increase productivity for your organization.
Better Customer Communication
Our portal’s extensive functionalities and smooth integration enable you to provide customized interactions, optimize processes, and cultivate lasting customer relationships.
Design As You Like
Using the drag-and-drop feature, you can personalize the portal to match your company procedures and brand identity, giving your clients a unified and customized experience.
Workflow Automation
Our Dynamics 365 Portal helps your team focus on more complicated problems and provide quicker customer resolution times by automating repetitive customer care operations like case generation, routing, and escalation.
Keep Customers Updated
Transparency and communication are enhanced when clients receive real-time updates, alerts, and notifications about their accounts, orders, and service requests.
Connect with your Customer on Every Platform
With our Customer Portal, you can easily handle requests from email, chat, phone, and social media and increase productivity for your organization.
Personalize Your Dynamics 365 Customer Portal
With our customizable Dynamics 365 Customer Portal solutions, you can maximize engagement and customize experiences.
- No-code Design Solution
Enable seamless customizing with our platform’s drag-and-drop design and user-friendly interface, all without the need for coding knowledge.
- Configurable Widgets
With dynamic, configurable widgets on the Dynamics 365 Customer Portal, you can easily customize customers’ experiences through personalization and interaction.
- Customizable Dashboards
With dynamic dashboards for individualized views and real-time insights enabled by our state-of-the-art technology, you can transform your Dynamics 365 Portal.
- Enhanced Content Optimization
Our portal’s advanced interface can help you optimize data organization and streamline content administration, transforming consumer engagement.
Enable seamless customizing with our platform’s drag-and-drop design and user-friendly interface, all without the need for coding knowledge.
With dynamic, configurable widgets on the Dynamics 365 Customer Portal, you can easily customize customers’ experiences through personalization and interaction.
With dynamic dashboards for individualized views and real-time insights enabled by our state-of-the-art technology, you can transform your Dynamics 365 Portal.
Our portal’s advanced interface can help you optimize data organization and streamline content administration, transforming consumer engagement.
Configure Your Portal As You Like
With our versatile configuration choices, you may tailor your gateway to your own needs and preferences.
- Role-based Access
Integrating user authentication and permission for robust security and seamless data protection will help you elevate access control with our Dynamics 365 Customer Portal.
- Handle Cases Like a Pro!
Increase client satisfaction with the effective interface and automated case management processes of the Dynamics 365 Client Portal.
- Seamless Connectivity with Third-party Systems
Maximize operational efficiency through easy data exchange and workflow optimization with our Dynamics 365 Customer Portal’s seamless connectivity.
- 100% Secured!
With our Dynamics 365 Customer Portal, which is built for strong data protection and easy adherence to industry standards, you can improve security and regulatory compliance.
Integrating user authentication and permission for robust security and seamless data protection will help you elevate access control with our Dynamics 365 Customer Portal.
Increase client satisfaction with the effective interface and automated case management processes of the Dynamics 365 Client Portal.
Maximize operational efficiency through easy data exchange and workflow optimization with our Dynamics 365 Customer Portal’s seamless connectivity.
With our Dynamics 365 Customer Portal, which is built for strong data protection and easy adherence to industry standards, you can improve security and regulatory compliance.
Optimize Operational Efficiency with Customer Portal
Use our cutting-edge Customer Portal to increase customer engagement and streamline processes to maximize your operational effectiveness.
- Easy Navigation
Customizable navigation options allow you to adapt the portal to its unique branding requirements and operational needs, resulting in a unified and smooth user experience.
- Manage Who Can Access Pages
Through our portal, you may prevent unauthorized access to confidential data and limit access to only authorized users to sensitive information.
- Hassle-free Document Management
With our portal’s easy document management & file sharing for faster collaboration, you can increase efficiency & customer satisfaction.
- Multi-Language Support
With Dynamics 365 Customer Portal’s multilingual capabilities, you can bridge language barriers, achieve exceptional worldwide reach, and increase customer engagement.
Customizable navigation options allow you to adapt the portal to its unique branding requirements and operational needs, resulting in a unified and smooth user experience.
Through our portal, you may prevent unauthorized access to confidential data and limit access to only authorized users to sensitive information.
With our portal’s easy document management & file sharing for faster collaboration, you can increase efficiency & customer satisfaction.
With Dynamics 365 Customer Portal’s multilingual capabilities, you can bridge language barriers, achieve exceptional worldwide reach, and increase customer engagement.
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.
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Education 
Education
Our advanced platform interfaces effortlessly integrate with your current infrastructure, enabling you to run operations like never before.
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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.
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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.
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Insurance 
Insurance
Easily convert leads into devoted customers by utilizing data analytics & real-time updates for transparent insurance sales.
Education
Our advanced platform interfaces effortlessly integrate with your current infrastructure, enabling you to run operations like never before.
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
With our modern customer portal solution, you can effortlessly manage volunteer schedules, track donor contributions, and allocate resources efficiently to maximize impact.
Insurance
Easily convert leads into devoted customers by utilizing data analytics & real-time updates for transparent insurance sales.
Why Choose Dynamics 365 Customer Portal?
Self-Service Capabilities
Through the Dynamics 365 Customer Portal’s self-service feature, users may autonomously track orders, update their information, find answers to their queries, and address difficulties.
No hidden cost
Experience the seamless power of our Dynamics 365 Customer Portal, which offers no hidden fees, customized functionality, and transparent pricing for the best possible customer engagement
Analytics and Insights
The portal’s integrated analytics capabilities provide valuable insights into its user base’s behavior, preferences, and trends. With this insight, you can improve your products and services and make wise decisions.
Seamless Feedback Management
Through reviews, ratings, and surveys, our platform enables businesses to get customer input. This data can be used to gauge product satisfaction, pinpoint areas needing improvement, and learn more about consumer preferences.
Global Reach
Due to its multi-currency compatibility, our portal is suitable for enterprises serving a wide clientele or operating in several locations.
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.
Apart from case management, what are the other use cases I can achieve with this customer portal solution?
CRMJetty’s Dynamics Customer Portal helps businesses to achieve any use cases that are available within your CRM objects, in appropriate interactive forms, lists and pages.
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.
Ease Partner Collaboration with Dynamics 365 Partner Portal Solution
Enrich the communication and collaboration between partners with Dynamics 365 partner portal! You can customize our portal solution according to your unique requirements. Scalability and security are what sets our solution apart.
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
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
Robert Boehmer
They deliver as per their estimates, and the quality of their work is very good....
Portfolio
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Case study
Streamlined Operations with an Insurance Portal for a Leading Insurance Company
A major insurance company dedicated to providing top-tier insurance services faced performance management challenges, identified a critical need to improve agent efficiency and customer...
Enhancing Customer Engagement with Portal Solutions for a Renowned Health Insurance Company
A leading health insurance company known for providing comprehensive health insurance services faced challenges managing customer information, policy updates, and claims processing...
Streamlined Vendor Management with a Comprehensive Portal for a Leading Medical Equipment Manufacturer
Our client, who specializes in manufacturing medical equipment such as diagnostic machines, patient monitoring systems, and surgical instruments, identified the need for an advanced...
Blog
Dynamics 365 Portal
Dynamics 365 Portal
Dynamics 365 Portal
