CRMJetty

Invoice follow-ups are tedious. There’s really no other way to put it. Send an invoice, wait, send another email, maybe pick up the phone, and repeat the same process across dozens of accounts every month. Meanwhile, customers aren’t thrilled about getting chased down either. Most people would rather just log in, see the number, and knock it out right there. This raises a key question: Can you implement CRMJetty Business Central Customer Portal as a customer payment portal? The answer is yes. And the setup isn’t as complicated as you’d think. Understanding the CRMJetty Business Central Customer Portal What does this portal actually do? Picture a secure website that hooks straight into your ERP system. Customers get their own login. Once inside, they’re looking at their data—invoices sitting there, account balances, documents they might need, records from past dealings. Nothing stale. Everything is pulled from the source system immediately. The reasoning behind it? Pretty straightforwar...

One thing almost every education administration will agree on is that their fee management system is messy.  From payment channel management to handling variables such as hostel charges, transportation, exam registration fees, and scholarships, the process remains highly chaotic. To mitigate this, plenty of schools and universities have invested in Microsoft Dynamics 365 for student records and administrative workflows. But fee management? That part’s still manual and fragmented. On the contrary, the global digital payments market has been widely adopted, with digital transactions exceeding 1.2 trillion. ( source ) Smartphones and easily accessible internet have enabled multiple payment channels, such as net banking, online transfers, and mobile wallets, which is a positive development. However, these payment methods don’t solve the underlying problems. Delayed confirmations. Fees are mapped inconsistently. Reconciliation often ends up consuming entire weekends. Parents and finance...

Most healthcare organizations are not “behind” when it comes to systems. Hospitals, multi-specialty clinics, and healthcare networks have already invested heavily in Microsoft Dynamics 365. Patient data, referrals, contracts, compliance records, and operational workflows are all housed in the CRM. Leadership dashboards exist. Reporting exists. Governance exists. And yet, when it comes to doctor management, many teams quietly admit something feels off. The issue isn’t that information is missing. It’s that doctors operate just outside the system that’s supposed to support them. Today’s doctors are rarely confined to a single location. Visiting specialists, consulting physicians, rotating surgeons, and multi-hospital practitioners are now the norm. Microsoft Dynamics 365 stores these records internally. However, many day-to-day interactions—availability updates, credential renewals, referrals, and administrative requests—still occur via email, shared drives, and informal follow-ups. Over...