DynamicsPort - Dynamics CRM Customer Portal for WordPress

Only at

$129
microsoft dynamics crm wordpress customer portal
microsoft dynamics crm wordpress customer portal

Dynamics CRM - WordPress Customer Portal

We have integrated WordPress with Dynamics CRM to create this customer portal offering which will provide a self service support center for your customers. MS CRM WordPress Customer Portal combines the user friendliness of WordPress with the robustness of Dynamics CRM software.

Why use Microsoft Dynamics CRM WordPress Customer Portal?

Better Customer Support

Through the customer portal, your customers will be able to interact with your company at their convenience without any manual intervention.

Cut down on expenses

Easily handle customer requests and complaints with minimal involvement of your support agents, thus saving on support costs.

User-friendly

MS CRM WordPress Customer Portal provides a user friendly interface to customers for accessing Dynamics CRM modules.

Key Product Features

Set Dynamic rights for accessible modules

  • Microsoft Dynamics WordPress Customer Portal 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. WordPress Dynamics CRM 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 Portal.

Customize Your Portal

  • Name your portal, 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.

Safe & Secure Sign-in

  • Safe and secure Portal Login for customers. A new user can directly sign-up from the Dynamics CRM WordPress 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, a user will be created in Dynamics CRM Contacts module.

Attractive Dashboard with icons

  • Get an attractive dashboard with all enabled modules for quick accessibility. Only those modules which are assigned to the customers by the administrator will be displayed in the Microsoft Dynamics customer portal for WordPress. Accessibility to different modules for different user groups can be set from the Dynamics CRM backend. Set modules displaying recently added records and view them on your portal dashboard.

Manage CRM records from Portal

  • Add, Update or Delete records from the portal which will reflect in Dynamics CRM. Ease of access to portal modules with a single pane display. 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

  • View all your Appointments 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.

Access Knowledge Base from Portal

  • Knowledge Base shows all of the articles that are available to your customers. Customers will be able to access knowledge base articles based on their categories or search the articles.

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.

  •  

    Retail

  •  

    Education

  •  

    BFSI

  •  

    Real Estate

  •  

    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 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

Reviews
(4.8/5)
  • Cost-Effective Product

    The integration is definitely the best at this cost. Apart from the features you get from the product, you also save a lot of cost on customer services as manual grievance management is reduced significantly.

    Joshua Perry (Posted on February 5, 2018)
    Yes, I Recommend This
  • Enhanced Customer Service

    Integrating your WordPress portal with the robust working of the Dynamics CRM can simply can’t go wrong. I tried it for myself and am very much satisfied with the results I observed within a short span of time.

    Aaron Gutierrez (Posted on December 13, 2017)
    Yes, I Recommend This
  • Efficient Integration

    Product integrations are definitely power boosters for website owners. This one specifically is a great integration facilitating a better customer support along with other useful features.

    Isaiah Jenkins (Posted on October 30, 2017)
    Yes, I Recommend This
  • Enables Better Customer engagement

    Through Dynamics Crm Wordpress Customer Portal, I can connect with my customers at a greater level. I get to know about their likes and dislikes and take care of their preferences.

    Nolan Burns (Posted on August 15, 2017)
    Yes, I Recommend This
  • Helps to save money

    Thanks to Dynamics Crm Customer Portal for Wordpress, my customers can resolve small queries on their own. It saved money as there was no need to set up call centers or employ customer care executives.

    Zachary Freeman (Posted on June 8, 2017)
    Yes, I Recommend This

Release Notes

Version: 1.2.0 : January 29, 2017

Enhancements

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

Enhancements

  • 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 WordPress is Released.

Documents

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 WordPress Customer Portal compatible with?

    The current DynamicsCRM WordPress Customer Portal is compatible with:
    WordPress Compatibility: From 4.0 & Upto 4.8
    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 manual 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.

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

    Our customer portal is compatible with Dynamics 365 online and WordPress : From 4.0 & Upto 4.8.

Knowledge Bank