CRMJetty

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: ...

The general dislike towards haggling with customer support and regulatory agencies is well-known. As such, who likes overwhelmingly endless forms, long wait times, and queues for fulfilling their demands? If you think that these processes are frustrating just for the customers, you might be wrong. The employees who need to manage the flow of the application and process them well are even more flustered. Thanks to digital transformation and advancements in cloud technology, you can digitalize the customer support process. And portals make it even better. You can connect with your customers and manage their data by having control over it. It makes customers happier and enables agencies to work with better efficiency. They want a solution that is efficient, easy to use and. That’s where Dynamics CRM Portal comes in. It makes the task of managing documents, cases, schedules, accounts as well as order sheets absolutely seamless! Also, it just doesn’t process your database but also kee...