PortalXpand lets you configure the CRM authentication options by connecting Live or Sandbox CRM. You can set the authentication type for different environments. Watch this video to learn how to configure it.
Sometimes you may have multiple values for a field but would like to show only a few. For example, a Case field may have values like case number, status, priority, case details, case owner, and more. You decide to show case number and status to the user, you can do so by selecting only those values. This video explains how to manage the values and enable the ones to be shown.
Multi-select options become important when you need precise information or want to provide users with multiple choices. Keeping this in mind, PortalXpand provides a multi select picklist option. You can configure any field to multi-select and add values to it. You can limit the maximum number of selections to 2, 3, 4 or more. Check out this video to learn how to manage multi-select picklist settings.
You can easily interlinks the forms with PortalXpand. For example, if a user clicks on the Contact Us page, they should be redirected to the contact us detail form. Watch this video to learn how to set up parent child form interlinking in PortalXpand.
OTPs are important for accessing confidential data or transferring money. PortalXpand not only allows you to generate OTPs, you can even configure the OTP settings like the message you want to display when the wrong OTP is inserted or the timer. Watch this video to learn how to manage OTP for portal users.
Along with mass generated credentials, PortalXpand allows you to generate credentials for a particular contact too. You can generate one for a new contact or an existing one. Follow the steps in the video to learn how to do so.
While looking for portals, the first thing to notice is the level of security it offers. What kind of security features does it offer? Does the portal provide two-factor authentication and role-based access or not? PortalXpand provides both the features and this video explains how you can enable two-factor authentication.
What would you do if your regular customer becomes a premium member? Along with titles, you will have to change their existing roles in the portal. Here’s how you can change the existing roles with new ones in PortalXpand Dynamics CRM portal.
It’s essential to ensure that only the relevant users get the access to the portal. Hence, PortalXpand provides a user approval feature. Whenever a new user registers, the admin will receive an approval request. Only the approved users will be able to access the portal. This feature helps you secure the portal from fake accounts. Watch this video to learn how to manage admin approval settings with Dynamics 365 portal.
While setting up the portal, you may have a bulk of existing users in your CRM. So, to help you streamline the process, PortalXpand provides you with a mass generate portal credentials feature. With a single click, you can generate credentials for all the CRM users and send them via email. Watch this video to learn how to create mass credentials.
When it comes to emails, our Dynamics portal lets you pre-design email templates for specific purposes. A template when a new user registers, a separate email template for forgotten password. So, whenever any such activity is triggered, email will be sent in that specific format. This video explains how to create email templates with PortalXpand.
When it comes to listing the fields in a form or a page, every business has unique requirements. For some, details like customer name can be more important than the status of the case. In that case, the customer name field will show up before the status field. This way, you can configure your list and shuffle the fields according to the priority. Watch this video to learn how to do that.
Do you know how to manage documents using SharePoint with Dynamics 365 portal? The process can be tricky and time consuming, if you don’t know where the documents are. Hence, watch this video to learn how to manage documents using SharePoint with PortalXpand.
With PortalXpand, you can configure different forms by using the pre-existing entity layouts or creating a new one. For example, if you want to create a form for adding a new article, you can design the layout by dragging and dropping the components in the pagebuilder. This video explains it all in detail. Watch it to learn more.
Our PortalXpand Dynamics portal allows you and your portal users to create and manage cases in the easiest way possible. Users can edit their existing cases, view the case status, and delete it. Admin/Support team on the contrary, can view, provide solutions by interlinking it to a specific article or explaining it in the description box. All the cases from the portal records auto sync in the case records of Dynamics CRM. Watch this video to learn how to manage cases in PortalXpand.
Some businesses like listing the articles in a grid view, others prefer a list view. You may have your own design choice for portal knowledge base. Hence, PortalXpand provides you with multiple options to set your knowledge base using page builder. You can select the templates, widgets, and present the content your way. Watch this video to learn more.
You may have different departments and accordingly the roles may differ for portal users. Hence, our PortalXpand helps you define different user roles, which, once assigned, allows users to access relevant information. Watch this video to learn how to define user roles and organize your business processes.
Create a custom dashboard using the predefined templates and multiple widgets with simple drag and drop. You can even save the designed layout for future use. From customer specific entities to case related information, you can create a dashboard for any kind of information that you want to view at one place. Also, it’s easy to make changes to the designed template. Here’s how to set up a dashboard.
PortalXpand makes it easy to manage the entities between your CRM and portal. To set up, log in to the portal with admin credentials. Move to Portal User Management and configure the entities. You can enable/disable the entities for the portal with a simple drag and drop option. Watch this video to see how it’s done.
Our PortalXpand portal provides you with a secure log-in option to view and manage all your customer-related details in one place. You can view all the details such as active users, total users, invoices, customer incidents, cases, and more on the dashboard. The portal allows you to configure profile details, including CRM authentication, Email setting, and user settings. With PortalXpand, you can even customize the frontend view of the portal. Watch this video to learn more about PortalXpand.