CRMJetty

They say, “time waits for no one,” and in business, that stands especially true. The marketplace moves fast, and the window between an idea and its execution decides who leads and who follows. In the time it takes to raise a dev ticket, a competitor could already be celebrating a new partner program launch. Many teams face the same roadblocks – long IT queues, slow approvals, and dependency on developers for even the most minor portal update. These hurdles make businesses lose momentum, delay decisions, and frustrate teams eager to deliver value. That’s where CRMJetty’s No-Code/AI-powered portal solution steps in. Designed to integrate seamlessly with Salesforce or Dynamics 365, it lets teams launch or modify portals in days instead of months. Whether it’s a  Dynamics 365 customer portal  or a customer self-service portal Dynamics 365, updates become as straightforward as a few clicks. With AI-powered case deflection for support portals, routine requests get resolved instantly...

For most Canadians, filing an insurance claim occurs during stressful moments — a car accident on an icy road, basement flooding from rapid snowmelt, or an unexpected medical emergency far from home. It is during these moments that policyholders finally test how reliable their insurance provider is. And for insurers, this is where the relationship is truly won or lost. Yet the claims journey in many Canadian insurance companies still relies on manual processes and fragmented communication. Internal teams often operate across disconnected systems, and customers have to navigate a maze of emails, printed forms, and long hold times to get clarity on their status. The core problems are strikingly consistent across the industry. Fragmented Communication : Many insurance companies in Canada use multiple communication channels, such as mobile phones, email, or physical forms, to keep the process “convenient”. However, during emergencies, customers seek faster, almost immediate responses, whic...

Today, businesses need to offer quick and simple services to their customers. This is achieved by a  Dynamics 365 Customer Portal , a platform that allows customers to find information, ask questions, and solve problems on their own.  Beginning with Dynamics 365, this portal is part of the Microsoft Dynamics 365 suite, which enhances the customer experience and simplifies business operations. Using this portal reduces the workload for their support desk and lets customers get help whenever needed. What Is a Dynamics 365 Customer Portal? From a simple web page to dynamically connecting customers directly to a company’s services and information, Dynamics 365 Customer Portal is a web platform.  This allows customers to check account details, track orders, submit support tickets and answer frequently asked questions without calling customer service.  This self-service approach not only saves time for the customer but also cuts the number of inquiries that support teams n...