Customer Portal for Dynamics 365 by CRMJetty

Still managing customers, partners, or vendors manually? CRMJetty (a Biztech venture) offers a secure, scalable, and customizable Dynamics 365 Customer Portal. Provide users with real-time CRM data, an intuitive interface, and flexible configuration options to streamline operations and deliver a personalized experience.

To support teams and customers who aren’t always working from a desk, CRMJetty also offers a native mobile app for Dynamics 365 Customer Portals. Built for both Android and iOS, the app gives authorized portal users secure, on-the-go access to the same data, workflows, and self-service capabilities available on the web portal, without changing your portal's configuration.

Key Features

• AI-Powered Efficiency: Automate replies, content generation, and workflows to boost productivity & satisfaction.
• Multisite Support: Manage multiple branded sites with separate domains, content, and access rules.
• User Activity Tracking: Monitor logins, edits, and document views with full audit trails for compliance.
• Role-Based Experience: Redirect users (Customer, Partner, Vendor) to relevant landing pages post-login.
• Global Filters: Apply filters across dashboards and lists for real-time data views.
• Import/Export: Migrate portal settings, pages, and roles between sandbox and production safely.
• Custom & Configurable Widgets: Build widgets with HTML/CSS/JS, use standard widgets like Cards, Lists, Charts, Buttons, and control document visibility by role.
• Content Management: Send automated, personalized notifications with dynamic variables.
• Design Flexibility: Customize layouts, forms, and attach files during record creation.
• Custom Dashboards: Create interactive dashboards with drill-down metrics.
• Page Builder: Drag-and-drop or code your own pages, sub-grids, and sites.
• Configuration & User Management: Multi-language support, manual/bulk translation, user-specific language settings.

360° Entity Management

• Role-Based Access: Control record- and account-level permissions.
• Mobile-Friendly: Fully responsive, works across devices.
• Case Management: Allow customers to create, view, and track cases.
• Knowledge Base: Help users find answers quickly with searchable articles.
• Integrations: Supports social login, PayPal, Stripe, and more.

Why CRMJetty?

• Built for Dynamics 365
• Fully configurable & extensible
• Improves customer satisfaction, reduces support load
• Backed by Biztech’s 17+ years of CRM expertise

What’s Next?

• Learn more about the Dynamics 365 Customer Portal
• Explore our blog for insights on portals, CRM, and customer experience
• Join our Partner Program or request a quote
• Email us at sales@crmjetty.com
• Check out CRMJetty’s solutions & portfolio