CRMJetty

For manufacturing businesses, a single missed deadline can ripple into bigger issues like production delays, inflated operational costs, damaged SLAs with customers, and more. And, even with a robust ERP and CRM system like Dynamics 365, you can optimize the internal processes. But until you continue to use outdated systems, collaboration gaps will persist in external collaborations, such as connecting with the vendors. For instance, A Dubai-based auto parts manufacturer with over 200 vendors struggles with delays in quote generation, delivery schedules, and last-minute issues or disputes. Such operational gaps make upscaling difficult for these businesses. CRMJetty’s  Dynamics 365 vendor portal  digitizes every vendor-facing process, from onboarding to payments — streamlining collaboration across the entire lifecycle. It allows you to bring transparency, automation, and collaboration into one centralized platform that operates efficiently. By doing so, you are not just s...

Your CRMJetty portal just got a comprehensive upgrade. We’ve been paying attention to your feedback and developing the things you’ve asked for most in the Dynamics and Salesforce ecosystems. Well, you now have more customization options, better security controls, and speedier processes right at your fingertips. The sixteen enhancements in this release are intended to increase the flexibility, security, and efficiency of your portal management.  All of these cover a wide range of tasks, including managing complex user permissions, handling various brands, and creating unique experiences. Let’s dive into what’s new and how it impacts your daily operations. Six Powerful New Features We’ve added six major capabilities that expand what your portal can do. These features address the operational challenges you’ve shared with us while opening new possibilities for customer and partner engagement. User Activity Management: Complete Transparency Into Portal Actions Security and compliance ju...

Financial service accessibility is no longer simply a regulatory measure: It is a goal seen to provide the impetus of inclusion and expansion. The increased customer need to be served faster, compliance challenges, and a dispersed partner network is causing pressure on the financial institutions to adopt digital solutions towards an easy method of engagement. A Dynamics 365 Partner Portal will fill this disconnect by providing an overall safe collaborative space that gives strength to the institutions and partners. What Is a Dynamics 365 Partner Portal? A  Dynamics 365 Partner Portal   is a web-based, secure, and Microsoft Dynamics 365 based portal. It expands the influence of CRM to outside parties like resellers, distributors, or financial agents. The portal streamlines resources, workflows, and collaboration without granting partners unlimited access to the internal systems. Briefly, it is a digital portal through which the financial institutions and their partners can exch...

Your donor team is stuck in spreadsheets. Volunteers are onboarded manually, often over email. Stakeholders can’t access impact reports without calling your admin team. And while your Salesforce CRM holds everything-from donor records to event timelines-it’s locked behind internal-only access.   Sound familiar? You’re not alone. Many growing non-profits face this exact roadblock: a solid CRM setup internally, but no streamlined way to extend that data securely to the external people who need it-donors, volunteers, board members, and partners. This friction isn’t just frustrating-it’s slowing your mission down. Let’s break down why this happens-and how a  Salesforce Customer Portal  can unlock the next level of operational transparency, trust, and growth. Manual Workarounds = Growth Bottlenecks Non-profits operate under intense pressure: do more, serve more, prove more-while spending less. But ironically, the systems built to help (like Salesforce) often stay siloed to int...