DynamicsPort - Dynamics CRM Customer Portal for Drupal

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microsoft dynamics crm drupal customer portal
microsoft dynamics crm drupal customer portal

Dynamics CRM – Drupal Customer Portal

If you are using Dynamics CRM and Drupal, we have the perfect solution to integrate the two and create a world class self service customer portal that not only provides your customers with accurate and upto date data but also helps them get fast and easy support.

Why use Microsoft Dynamics CRM Drupal Customer Portal?

Provide Easy Access to Data

With our Drupal based front end framework, your customers can get easy access to all their data from the Dynamics CRM powered backend. Our customer portal solution makes your CRM available to customers.

Improved customer service

Offer excellent customer service, manage the customer lifecycle and retain your existing clients. Through our MS CRM Drupal customer portal, you can deliver consistent and efficient customer services.

Reduce Operational Costs

Having a Microsoft Dynamics Drupal customer portal ensures that your customers get support whenever they want, while at the same time minimizing any involvement from your support executives thus saving on operational costs.

Key Product Features

Set Dynamic rights for accessible modules

  • Microsoft Dynamics customer portal for Drupal provides an easy way to make different modules of Dynamics CRM accessible to portal users from where your Customers can engage with you. Create roles, include modules to be made accessible to that role, assign dynamic rights and assign them to your Customers.

Mass Generate Credentials

  • Generate portal credentials for already created CRM contacts in a single click and convert them to portal users. An email will be also sent to them with their portal credentials.

Configure Module Layouts

  • Set Portal Layouts for each accessible module. Dynamics CRM Drupal customer portal plugin provides facility to set Portal Layouts for each module in Dynamics CRM. You can set Layouts for List, Edit, & Detail view from Dynamics CRM and the same will be displayed in the Drupal Dynamics CRM customer portal.

Customize Your Portal

  • Give your portal a name, upload a Logo, set records to be displayed on a page and set display options like theme color. Choose standalone page template with custom design or set full width page template with theme header and footer.

Secure Sign-in

  • Safe and secure Portal Login for Customers. A new user can directly sign-up from the Dynamics CRM Drupal customer management portal. The credentials will be verified to check whether any customer has been registered with same username and email address. If any such user does not exist in the system then a user will be Dynamics CRM Contacts module.

Attractive Dashboard with icons

  • Customers will get an attractive dashboard with all enabled modules for quick accessibility. Customers will be displayed only those modules which are assigned to them by the administrator. Accessibility to different modules for different user groups can be set from the Dynamics CRM backend. Drupal admin can set modules displaying recently added records and allow MS CRM Drupal customer portal users to view them in their dashboard.

Manage CRM records from Portal

  • Customers can add, update or delete records from the portal which will automatically reflect in Dynamics CRM. They can easily access all the portal modules in one go with a single pane display on the left. An easy to use interface will help users to add records into the CRM or to display records added from the CRM.

Calendar View for daily activities

  • Users can view all their meetings and phone calls scheduled for the day, week or the whole month in calendar view. This will help users to view all their important activities at one place.

Extend Your Portal For Channel Partners

Extend Your Portal For Channel Partners

Empower your vendors and channel also with your CRM data by giving them access to selected modules. By helping channel partners to get better access to data, you can help them sell more of your products and services without any additional investment. AppJetty's Partner Portal is a great way to make the CRM data work for your partners while giving you full control over what data you share with them

Points to Note

  • You should be able to login as an Administrator in CRM/CMS (WordPress/Drupal/Joomla) for installation.
  • Check that your CRM Instance is compatible for Portal.
  • You must have a valid License Key Provided by AppJetty
  • If you are installing Portal then make sure that no older version of the Plug-in is already installed on CRM. If there is any then you should uninstall that plug-in first.
  • Dynamics CRM :

    Dynamics CRM 2016(v8.0) and above


15 Days

Money Back


Highly Secure &

Stable Products

Only at $129/ Month

Industry Applications

Get flexible technology framework options to create your own portal depending on your existing platform or industry. Given below are some possible industry applications.








    Real Estate



Offline Retail & Ecommerce

Offline Retail & Ecommerce

Customer centric business processes is one of the key success factors in the retail industry be it offline retail or online retail. With our customer portal you can provide your customers options for order tracking, managing returns, post complains, provide product feedback, access FAQs, access shipping, return and refund policies and whole lot more.

Get Expert Advice
Public and Private Educational Institutions

Public and Private Educational Institutions

Educational institutions can use our portal to provide better service and grievance redressal system for their students and parents. If you are in the education industry, you can create separate or combined portals for students and parents and provide timely class/exam/fee related updates, manage student/parent queries, fix up appointment for parent meetings, reach out to interested parents, etc.

Get Expert Advice
Banks & Financial Service Providers

Banks & Financial Service Providers

BFSI is another industry where customer service is a major determinant of business profitability. With our portal solution your customers can get all their grievances addressed much faster, get relevant information for opening various accounts and maintaining them, get all the information about various financial products, track their transaction history, etc

Get Expert Advice
Real Estate Developers & Marketers

Real Estate Developers & Marketers

Real estate industry is heavily dependent on exchange of confidential information with customers. Our portal can be a great way to do this. Create an online hub for all confidential customer documents, provide property development updates, track EMI payments and pending installments, offer discounts and promote promotions schemes – all can be done securely with our Customer Portal solution.

Get Expert Advice
Travel Agents & Tour Organizers

Travel Agents & Tour Organizers

Travel agents and tour operators can manage all communication with their customers easily and securely with our Customer Portal. Manage customer queries during the entire service lifecycle, provide tour iteneraries and updates (change in schedule), manage payment details, handle special customer requests, upsell, cross sell products, etc

Get Expert Advice

  • Surpasses Expectations

    The portal works way beyond my expectations. My customers can't stop smiling. What more could I ask for?

    Guy Meeker (Posted on February 20, 2018)
    Yes, I Recommend This
  • Recommended

    If you have a Dynamics CRM for Drupal, this portal is totally created for you. You must check out the features guys!

    Joan Fine (Posted on December 16, 2017)
    Yes, I Recommend This
  • Extremely useful

    Never thought I would be able to find a portal that is so compatible with my Drupal system. It has been working in the most glitchfree manner.

    Mike Davis (Posted on October 12, 2017)
    Yes, I Recommend This
  • Customizable

    This portal enables me to track the activities of all my customers in detail and I can customize whatever aspects I need to without any issues. Works really well, I must say!

    Claudine (Posted on August 8, 2017)
    Yes, I Recommend This
  • A Great Help

    This portal is offering a lot of help to my customers and they are able to find the solution of their problems on their own. Thank you AppJetty

    Arabella (Posted on June 4, 2017)
    Yes, I Recommend This

Release Notes

Version: 1.2.0 : January 29, 2017


  • Dashboard Layout update
  • FAQ section integration in Drupal admin for connection failure issues
  • Minor bug fixing and better modular structure
Version: 1.1.0 : July 28, 2017


  • Dynamic access rights for portal user for each module (add/delete/update)
  • CRM Email template support in portal
  • Bug fixing
Version 1.0.0 : April 28, 2017
  • DynamicsPort - Dynamics CRM Customer Portal for Drupal is Released.


General FAQ

  • What is customer portal and how it is useful?

    Customer Portal is similar to a Self-Service portal in which they provide an online support channel for customers by allowing them to resolve their queries without contacting a customer service representative.

  • What versions DynamicsCRM Drupal Customer Portal compatible with?

    The current DynamicsCRM Drupal Customer Portal is compatible with:
    Drupal Compatibility: 7.x
    Dynamics CRM Compatibility: Dynamics CRM 2016(v8.0) and above.

  • Does it fit any industry?

    Our “Customer Portal” extension is developed for various industries like Retail, Education, BFSI, Real Estate,Travel

  • Does it require any customization to be used for my industry?

    No, Our portal will fulfill all your basic requirements for any industry.

  • What if I want to install on more than one domain or development server?

    On single domain purchase, we allow one live and one development domain. If you would like to use the portal on more than two domains with single installation, then you need to purchase it for additional domains.

  • What should I do, if I have different CRM installations?

    If you are likely to use the extension on domains with separate installation, then you need to purchase another copy of the portal.

  • Do you provide live demo (on Skype)?

    Yes, you can get a personal live demo in your time zone by our expert. Our skpye_id is : support.biztech

  • Do you have a refund policy?

    Yes, you can refer our refund policy @ https://www.appjetty.com/refund-policy.htm. We stand behind the quality of our extensions with a 15 day money back guarantee.

  • May I transfer the license to another domain after I purchase it?

    Yes. We charge a nominal transfer fee.

  • May I have a free trial of your product?

    As per our company policy we are not providing any product on trial basis. Customer will have to check out the product with full payment. As we offer 15-day money back guarantee on all our products. Just in case, you are dissatisfied with your product during the 15 days of the purchase, you can receive a full refund.

  • Can Appjetty customize the portal to suit my needs?

    Of course! This is what we’re good at! Please get in touch with us at support@appjetty.com to discuss your specific needs. We would be delighted to hear you.

  • Do you provide installation for the plugin?

    Yes, we do provide paid installation service. For this you simply need to check in the box of “Installation” that is there beneath “Your Domain” section.

Technical FAQ

  • Does it support custom modules of CRM?

    Yes,it provides custom modules support with extra efforts. You can view details in Buy Now section.

  • For adding custom module does the customer need to provide any details?

    Yes, customer need to provide their FTP and site admin details for both the frameworks(CRM and CMS)along with the list of modules which they want to enable for the portal.

  • What data is required to make connection with CRM?

    You just need your CRM instance URL, CRM admin username and CRM admin password to make connection. For further details, you can review our user manaul guide.

  • What is server requirement for making the portal work?

    Some PHP extensions must be enabled for your server where you are running portal. They are CURL and JSON_ENCODE.

  • My connection was successful, but I am not able to view Portal Login page.

    Please make sure that Clean URL is enabled for your drupal site.

  • Tell me about the versions with which your portal is compatible

    Our customer portal is compatible with Dynamics 365 online and Drupal : 7.x.

Knowledge Bank