DynamicsPort - Dynamics CRM Employee Portal for Drupal

Dynamics CRM & Drupal Employee Portal

Appjetty’s expert team of developers has integrated Dynamics CRM and Drupal to provide you with an employee portal that is unique and customizable. Filled with manifold options and modules, it is sure to take your team productivity to the next level.

Why Use Dynamics CRM & Drupal Employee Portal?

Quick Turnaround Time

Being fast and smart is what every employee wishes for when it comes to handling projects. The Dynamics CRM - Drupal employee portal streamlines prolonged tasks through rich features and flexible technology. As a result, you get quick turnaround time.

Promote excellent company culture

Working in a team always promotes good company culture. Employee Portal connects your team members to each other and promotes the sharing of ideas and opinions.

Give accurate data

Old and outdated versions of files can create a lot of confusions while working. Sales team requires updated information and sales reports. As the portal is centralized, there is a rarely a chance of data not being accurate or updated.

Key Product Features

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Set Accessible Modules for Employees

  • Employee Portal provides an easy way to make different modules of Dynamics CRM accessible to Drupal users resulting in a portal from where your employees can engage with you. Create roles, include modules to be made accessible to that role and assign them to your employees.

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.
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Configure Module Layout

  • Set Portal Layouts for each accessible module. Employee Portal plug-in 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 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 and color for calendar modules. Choose standalone page template with custom design or set full width page template with theme header and footer.
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Secure Sign-in

  • Get safe and secure portal login for employees. A new user can directly sign-up from the 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 created in Drupal and Dynamics CRM Contacts module.

Attractive Dashboard with icons

  • Employees will get an attractive dashboard with all enabled modules for quick accessibility. They 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 portal users to view them in their dashboard.
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Manage CRM records from Portal

  • Employees 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 them to add records into the CRM or to display records added from the CRM.

Calendar View for daily activities

  • Employees can view all their tasks, meetings and calls scheduled for the day, week or the whole month in calendar view. It will help them to view all their important activities at one place.
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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.

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    Retail

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    Education

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    BFSI

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    Real Estate

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    Travel

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 employee portal you can provide your sales and support teams, options for order tracking, managing returns, address complains, manage product feedback, provide documentation, manage shipping, return and refund related information and whole lot more.

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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.

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Banks & Financial Service Providers

Banks & Financial Service Providers

BFSI is another industry which is sales driven for business profitability. With our portal solution your employees can provide follow up on leads for various financial products, schedule meetings/calls and sell more products. For existing customers they can provide grievance redressal much faster and service profitable customers accounts much better.

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Real Estate Developers & Marketers

Real Estate Developers & Marketers

Real estate indstry 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 Employee Portal solution. Your sales team can also followup and nurture more leads in a planned manner.

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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 Employee 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 along with reaching out to prospects on individual basis.

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Reviews
(5/5)
  • Outstanding

    I think it's difficult to find a portal as good as this one. AppJetty offers exactly what it says!

    Shelly Botkin (Posted on January 14, 2018)
    Yes, I Recommend This
  • Attractive

    The portal has a very attractive and colorful plugin. Moreover, it also enables you to modify the modules based on your choice. Thanks Appjetty!

    Brad Knight (Posted on November 12, 2017)
    Yes, I Recommend This
  • User-friendly

    Having a non-technical staff, I was skeptical as to if they would be able to work around the portal. But they find it very easy to use and have been praising it.

    Craig Ross (Posted on September 10, 2017)
    Yes, I Recommend This
  • Intuitive

    It is rare to find employee portals like this one in the market. A friend recommended it to me and I bought it. Once I started using it, I realized its potential.

    John Morgan (Posted on July 8, 2017)
    Yes, I Recommend This
  • All-Inclusive

    This portal has rich features and a very flexible structure. Ever since my employees are using it, they have been able to carry on each task with ease and without any efforts.

    Martin Rogers (Posted on May 6, 2017)
    Yes, I Recommend This

Release Notes

Version 1.0.0 : April 1, 2017
  • DynamicsPort - Dynamics CRM Employee Portal for Drupal is Released.

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