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 To ensure your project requirements are fulfilled through a web portal, you must have enough features to help you with that. Custom web portals are the best way to have features that suit your business and customer needs, but some features need to be in your custom web portal. In this blog, I have mentioned some web features that guarantee your niche, business, and customer requirements are fulfilled. These features will ensure security and a top-notch experience. What Features Does Every Custom Web Portal Need? Starting from listing down the requirements to actually having them in your portal is a complex process if done without experts. At CRMJetty, we ensure quality services with suitable guidance from the beginning to serve you the best custom web portal with all features to ensure an excellent customer experience. Request a Quote Below are some ‘must-have’ features in your custom web portal curated by the company that aces at portal development: 1. Interactive Dashboa...

Have you heard about portals? They have been ruling and evolving for a long time. Businesses opt for it due to its dynamic features like self-service, data security, etc. But the search for the right tool is challenging. If you, too, are looking for a solution to automate your customer service and enhance the overall experience, then Dynamics 365 portal is for you. In this blog, I have written all the details you need to know about Dynamics 365 portals. Let’s start with the basics:   What is the Dynamics 365 Portal? Portals are basically websites that provide a tailored experience to your customers, partners, and employees. Dynamics 365 portal  directly syncs all the information from the CRM so that you don’t have to re-enter all the data. With Dynamics portals, you can enable easy sign-in, self-service, payment gateway, and much more for your customers. You can: Allow customers to help themselves find solutions to their queries through the self-service sector Enable smo...

  Nonprofits are the saviors of the people and nature that we abandon. They are the backbone of the people who need support. But even they need someone to back them up. Someone or something that can help them manage their funds, donations, and volunteers. That’s when we and our Salesforce NonProfit portal come into the picture. What is Salesforce for Nonprofit? Salesforce has been in the CRM game for a long time and is one of the most popular and advanced CRMs. They wanted to start an NGO-specific CRM platform, and thus Salesforce for Nonprofit was born. List the advantages of Salesforce for Nonprofit For any nonprofit, Salesforce has a great deal of advantages with Salesforce for Nonprofit. Its modules are specifically for NGO operations and therefore help streamline them. NGOs get a unified view of all their supporters and get rough data on them. This data can easily be translated into valuable information to get a much deeper insight into each supporter, campaign and funds ...

What does great customer service mean to you? It is supporting your customers in all the possible ways on time. For example, when they reach out with a question or problem, answering them instantly. “Please hold while we transfer you. You are valuable to us.” This is not what they like to hear. No one wants to be put on hold for a long time. Studies show that 15% of customers hang up after waiting for 40 seconds. It’s essential that you provide them with instant replies, which is challenging as customers prefer different channels for support. They may start their request via phone or call and then move on to other channels. Hence, you should integrate a Dynamics 365 Case management solution that ensures a seamless experience for you and your customers despite the communication channel. It connects everyone in the organization and helps your support team with all the information required to solve a case, including activity history and best actions. Before we begin with the benefits ...

  Sometimes, integrating portals can be difficult. We saw a lot of feedback and questions from customers about the process, so we created a step by step guide on How to Install the Default Portal Add-On for Dynamics 365 . But in case you’ve decided to opt for a third party portal like our Dynamics 365 WordPress Portal, then this blog is for you. We are going to discuss how to install and enable Dynamics 365 WordPress portal in your CRM. A quick overview of the Dynamics 365 WordPress portal: It is a third party portal solution for your business. It helps you provide quality service to your customers round the clock. It makes your team’s work effortless. Let’s see steps to install it. Installation: To install the ‘Dynamics CRM Customer Portal’ plugin, the following steps have to be followed: Step 1: Once you have purchased the plugin, you will get a zip file named DynamicsCRM-Customer-Portal-v3.0.zip. Step 2: Log in to your CRM Account and click on Settings → Solutions Step...

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. This portal includes forums wh...

  or exceptional customer experience it is imperative to provide prompt response to your customers. To achieve that, organizations are providing the option of self-service to their customers. Statistics reveal that 67% of customers prefer serving themselves than talking with a customer service representative.   Considering this very idea of self-service, we will be discussing how Dynamics 365 portal can help you bring more efficiency to your business operations. An outline of all the topics this post covers: What are Dynamics 356 Portals? Dynamics 365 Portal for different user groups Is PowerApps the one and only solution? Ummm.. Maybe not! Meet PortalXpand: Robust features, sleek interface; at an economic price What are Dynamics 356 Portals? I know there’s no point telling you the whole story, but just for the record. Dynamics 365 portals are websites that extend the functionality of your Dynamics 365. Think of them as a booster dose. It’s only going to be more helpful...