About PortalXpand

Introduction

 

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

 

Multi-site configuration

 

Payment Integrations

 

Email Respondent as per Add form submission

 

Visualize Records in Data Card (Grid view)

 

 

Prerequisites

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.