DynamicsPort - Dynamics CRM Employee Portal for Joomla

Dynamics CRM – Joomla Employee Portal

If you are looking for accessible and convenient system for your employees to streamline their work operations, choose to invest in Dynamics CRM Joomla Employee Portal developed by Appjetty. Our team of qualified experts has integrated these technologies to render you with employee solutions that match your enterprise needs.

Why Use Dynamics CRM Joomla Employee Portal?

Promote excellent company culture

Employee portal works as an excellent medium to connect your team members with each other. Different departments like sales and marketing could collaborate with each other to close more business.

Get faster turn around time

As all the tasks are updated and shared on a centralized system, your employees do not have to rely on each other to get information. Easy access of information results into faster and effective completion of projects.

Easy access to documents

Employees can browse or get a printout of important documents from the portal. As it is a centralized system, different departments and team members can have easy access to all the data and documents that they need for their projects.

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 Joomla 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 Layouts

  • 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.

3. 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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4. Secure Sign-in

  • 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 employee has been registered with same username and email address. If no such account exists in the system, a new account will be created in Joomla and Dynamics CRM Contacts module.

5. Attractive Dashboard with icons

  • Employees will get an attractive dashboard with all enabled modules for quick accessibility. They will be displayed only those modules that are assigned to them by the administrator. Accessibility to different modules for different user groups can be set from the Dynamics CRM backend. Joomla admin can set modules displaying recently added records and allow portal users to view them in their dashboard.
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6. 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 users to add records into the CRM or to display records added from the CRM.

7. 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. This 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)
  • Can be Customized

    I can create custom template for my portal, upload logo and set colors. Just love it!

    Jerry Hock (Posted on February 21, 2018)
    Yes, I Recommend This
  • Easy document access

    Before I installed this portal plugin, my employees had a hard time accessing documents. Now they can easily access documents from portal's centralized system.

    Jeff Licht (Posted on December 17, 2017)
    Yes, I Recommend This
  • Useful

    Can't begin to tell you how happy my employees are. It is an extremely useful portal and has several activities of my organization.

    Stephanie (Posted on October 13, 2017)
    Yes, I Recommend This
  • Love It

    Never thought I could find such a perfect amalgamation of Dynamics CRM & Joomla in Employee Portal. Thank you AppJetty for making this plugin.

    Kathryn Borowski (Posted on August 9, 2017)
    Yes, I Recommend This
  • Excellent Tool

    I love the ways in which this tool has streamlined tasks for my employees. I would totally recommend this AppJetty product to large enterprises.

    Giuseppe Morra (Posted on June 6, 2017)
    Yes, I Recommend This

Release Notes

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

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