CRMJetty

When was the last time you called a customer support agent for a trivial issue with your mobile or laptop? Or when did you call a customer support agent to cancel or track an order you placed on any e-store? I bet it must have been a long time back! Thanks to the revolutionary concept of self-service, there were dramatic changes in traditional customer support. The number of organizations providing the option of self-service is increasing day by day. Rising to the occasion, Dynamics 365 also launched Dynamics 365 Portal or Power Apps Portals two years ago. Power Apps are external-facing websites that enable access to CRM data for various users outside the organization. Earlier, a Dynamics 365 portal was separate and came as a licensed add-on to Dynamics 365 apps, or the licenses would include a default portal add-on. After October 1, 2019, a Dynamics 365 portal no longer comes as a separate licensed add-on. Instead, it is licensed based on usage and extends a particular functionalit...

Dynamics 365 has multiple types of portals. Each portal serves its own unique purpose. The one that you need will depend on the use case you have. You can choose the portal that addresses your exact pain points.  Here’s a breakdown of the different Dynamics 365 portal examples to help you make the right decision:  Customer Self-Service Portal Employee Self-Service Portal Community Portal Partner Portal Field Service and Project Service Automation Portal   Major Types of Dynamics 365 Portals Customer Self-Service Portal Customer Self-Service Portal helps you guide your customers even when you are not sitting at your desk. A streamlined knowledge base helps them get answers to their queries when they cannot reach the support staff. The basic availability of a webstore being 24/7, support or assistance should also be available 24/7.  Such a self service portal encourages problem solving by providing relevant solutions without the intervention of your staff. Thi...

  Choosing the perfect operation software like CRM and ERP for your organization is vital as it complements and meets the goals. Microsoft Dynamics is the best platform for a 360-degree vision of insights and processes of business operations. The impactful tools of Dynamics 365 assist your sales and marketing teams and help you stand ahead of the competition. Additionally, you can integrate it into your CRM and portals and use the combined power of the Dynamics CRM portal. It provides excellent functionality, performance, and security. It helps you scale and change your solution according to your organization. Let's discuss the top twelve reasons on why you should choose Microsoft Dynamics 365 for your company: Data Centralization: Data centralization happens by integrating other applications, cloud services, and external data sources. It includes accounting databases, email marketing, websites, surveys, etc. Using this, you can find your strengths and weaknesses. This helps y...

  Microsoft Dynamics 365 is widely used because of its robust and effective features. Apart from almost ruling the CRM industry in the enterprise section, they are also ruling the portal industry and with every new release, they raise the standard of their product a little higher. Since every business now has a customer all over the world, it is important to make all communication channels, products, etc. support multiple languages. So, in this article, we are going to show you the steps to enable multi-language support in the default Dynamics portal. How to enable multi-language support in Dynamics 365 Portal Let's start with enabling the support first in a CRM application. Step 1: Go to Settings → Administration → Languages. Select the language you want to enable and click on “Apply”. Step 2: Now, enable the language of the portal. Navigate to Portals → Website → Websites. Step 3: Go to General tab → Supported Languages → click on “+.” Now select the language you want ...

In today’s time creating, supporting, and deploying customer portal integrated with your Dynamics  365 instance is very easy. In Dynamics  365 portal, your customers get an online platform to communicate and collaborate with your business. Depending on your customers, you can design the portal and add functionalities accordingly.  Dynamics  365 portal provides functionalities like ticket generation, search knowledge guides, suggest new ideas, and many more. Dynamics  365 portal provides you the ease from procuring the hardware, certificates to install, web server to provision, etc. In just a few clicks you can set up everything and start with your portal. So, let’s understand the advantage of having a Dynamics CRM customer portal: Customer Engagement:   Engaging customers, in turn, helps you retain your existing customers; these customers, in turn, become your advocates and spread the word for you. In fact, they will help you to get n...

As any support staff member knows, customers raise support tickets for various queries. Many times, those queries are repetitive. This is where efficient ticket management comes into the picture. There are a number of ways to handle it. But the easiest way to handle it is to have a smart ticket management feature built into the customer portal. Let’s explore the feature that is built into PowerApps’ Customer Self-Service portal. Here’s how to manage 360° ticketing from the PowerApps portal: Steps: Step 1: Your portal users can login using their portal user credentials in PowerApps Portal. Step 2: From the Navigation Menu, they need to navigate to My Support . The Case list view will open from where they can see their cases.  Users will search for a problem solution before generating any case, if they don’t find one, they will add a new case, edit existing case or remove case. Step 3: To create a new case, they can click on Open a New Case. ...

Not all third party portal solutions for Dynamics CRM are made the same. At the end of the day, their functionality and ease of use as well as features decide which one to use. CRMJetty’s Dynamics 365 WordPress Customer Portal has some particularly neat features. On top of that, it is simple to configure and use, for both the admin users and the end users. Let’s walk through the steps to configure advanced settings in their customer portal. - Once the activation is successfully completed, navigate to the CRMJetty tile to access and setup various configuration for portal i.e. General Settings, Email Settings, Portal Layouts, Language Configuration and Roles. Or - For unified interface, navigate to Dynamics 365 – Custom and from the bottom menu select CRMJetty. Upgrade Data: - To manage upgrades, we have upgraded a specific flow wherein if you have any older version of Customer Portal, then the Upgrade Data button will activate. For upgrading data, naviga...

This article is for business owners who have brick and mortar shops. You have already taken a big step opening a physical shop in a time where the ecommerce environment is dominant. You understand the value of face-to-face interaction with your customers. This helps you maintain a much more personal relationship with them. The place where you interact with your customers the most is your point-of-sale station. You can choose the hardware that is most convenient for you. It can be based on the number of devices/machines you need and where you want to place them. You can choose between a tablet and a computer/laptop. This hardware then defines certain aspects of how the software will function/or the interaction agent of the software: mouse or touch. Now let’s look into a software that can help you better your POS station interaction: a retail portal that is a customer portal solution. Not only does it enhance your customer relationship, but such a portal can also provid...

Formal education teaches many things. It is essential that those things provide quality value to our lives. The logistical side of formal education is messy, to say the least. Good teaching faculty is difficult to come by and therefore schools are often understaffed. Students are not always given much choice about certain classes or class hours. Apart from this, they have no intimation of their attendance level and this often impacts their graduation. The institutionalization of formal education becomes too negatively hierarchical rather than focusing on what is important, which is the growth of young minds.  As academic professionals, one should treat education as a constant exchange. We believe that this exchange should be seamless. Technology comes into play here. There is a neat solution that large educational institutions or smaller schools can use. It is a custom web portal. Web portal solutions are for everyone. You have to get a custom portal development company ...

As an enterprise organization, you have a number of people who have access to your CRM. But that doesn’t mean all of them have to have equal access. For this you need to use a portal with role based access.  With this, you can set entity access permission for different sets of user groups so that each group gets the entity that they need, without you having to share the data with everyone. If you are using Dynamics’ PowerApps portal, here are the step-by-step instructions to enable the role based access for the Contact entity: Power Apps portal Role Based Accessibility for Dynamics 365 contact entity Steps to create web roles: Step 1: Open PowerApps, then from Apps open Dynamics 365 Portal management app. OR Step 1: In Dynamics 365 Go to Sales -> Portal  Step 2: Go to  Portal -> Web Roles -> Click on New Step 3: Enter a Name & fill up other details. Then click on Save. Steps to assign roles to portal users: ...