PortalXpand is a Dynamics 365 Customer Portal that enables businesses to manage their operations. For the admin(s), it simplifies management of entities and customers. For customers, it simplifies the access to the relevant data as per their actions and roles specified by the admin.
Benefits of Customer Portal
Seamless synchronization between Dynamics 365 CRM and portal
Lower operational costs with all the entities managed centrally
Enhanced customer engagement with emails
Provide the MS SharePoint Documents In the customer portal as per the user rights
Configure and Select the Design Layouts (style) are providing for the widgets
Flexible page builder with easy-to-use drag and drop dynamic widgets
Enable Notes accessibility into the Detail page of the entity
Create a Menu to customize the menu for the customer portal
Role-based access for enhanced and streamlined user management
Multi-language support in PortalXpand
Two factor authentications
Email Respondent as per Add form submission
Visualize Records in Data Card (Grid view)
Following points must be followed before starting Installation.
You should login as an Administrator in Dynamics CRM.
You should be logged into Office365-SharePoint.
Check that your Dynamics CRM instance is compatible for PortalXpand.
You will require a Product License Key to activate the Plugin. To obtain the License Key just drop us a mail at [email protected] along with your Domain Name.