CRMJetty

Like others, the finance industry is undergoing a drastic change as it moves towards digitalization. The emergence of non-bank startups is changing the competition, forcing everyone to rethink their ways. As data breaches and privacy concerns intensify, regulatory laws and compliance are becoming stricter. Besides, customer expectations are taking a turn, too, as they expect personalized services. On top of that, the pandemic is speeding up the transformation towards digital solutions. The transition from legacy to digital won’t be easy. However, financial institutions can tackle these and other challenges by technology that causes these disruptions. That means the finance industry needs to embrace digital transformation to tackle the challenges and thrive. Let’s look into how  CRMJetty’s Dynamics 365 Customer Portal  can solve your business challenges and see some success stories. Implementing Dynamics 365 Portal for Finance Industry Several financial institutions have succes...

Portals have become an indispensable part of the business. They allow employees, members, and customers to achieve their tasks and interact with the business. They also help everyone to be self-sufficient and stay up-to-date with the latest news and updates. And that, too, without external support. But do you know there are different companies and types of portals to choose from? For instance, you can select a Dynamics 365 Portal or a Salesforce Customer Portal.  Next, depending on the audience, you can choose a particular type. For example, you can select a Dynamics 365 customer portal for customers. You can then decide the services you want to provide. Some of those include support for issues, search knowledgeable databases, collaborate with teams and communities, or learn more about products and services.  If we talk about Dynamics 365, it has five main types of portals. You can choose one based on your use case.  Here’s a breakdown of the different types of the Dy...

Websites are the face of your business but maintaining that face requires a customer portal. Simply having customers be interested in your business is not enough. You have to have a way to be able to solve their issues, assist them and retain them in, long term.  Dynamics 365 customer portal can do that when you a 1000 customers and when you have 100000 customers. For you to run your business, you need tools that can bring you this much versatility and scale.    A great website, portal, or business needs much more than just good design. It needs a design that is equally functional. Dynamics 365 customer portal can give you that functionality with features like secure sign-in; roles-based access, drag and drop page builder, entity management, ready to use widgets and more. What is a Dynamics 365 portal? Dynamics 365 portal that is built on Dynamics CRM has an advanced content management framework. This framework allows you to surface expose and capture customer data. T...

  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 ...