Benefits of PortalXpand (Customer Portal)

– Seamless synchronization between Dynamics 365 CRM and portal

– Lower operational costs with all the entities managed centrally

– Easy exchange of information between CRM and Portal on demand

– Ease of configuration with no custom coding required

– Enhanced customer engagement with emails

– Provide the MS SharePoint Documents In the customer portal as per the user rights

– Enable Notes accessibility into the Detail page of the entity

– Create a Menu to customize the menu for the customer portal

– Configure and Select the Design Layouts (style) are providing for the widgets

– Role-based access for enhanced and streamlined user management

– Ease of access to information for users with an interactive user interface

– Flexible page builder with an easy-to-use drag and drop dynamic widgets

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