DynamicsPort - Dynamics CRM Employee Portal for WordPress

Dynamics CRM WordPress Employee Portal

Foster a meaningful and professional relationship within your internal teams by investing into Appjetty’s Dynamics CRM & WordPress Employee Portal. It will empower your customer facing departments like sales and marketing with a technology enabled platform resulting in better ROI.

Why Use Dynamics CRM WordPress Employee Portal?

Save Time & Effort

Your employees can save a lot of time and efforts spent behind every project by using an array of automated tools. They can discard the traditional ways of undertaking tasks and streamline processes at work easily.

Provide Precise Data & Information

Whether it is a big enterprise or a small one, there are times when all employees do not have an access to accurate data. This can create a lot of confusions at workplace. Using the employee portal will keep issues at bay as all the information will be accurate and updated.

Inculcate team spirit

By adding employee portal to your work environment, you will be able to encourage employees to work together. It will bring in a lot of team-spirit and collaboration resulting into better productivity.

Key Product Features

checkout
 

Set Accessible Modules for Employees

  • Employee Portal provides an easy way to make different modules of Dynamics CRM accessible to WordPress 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.
checkout
 
checkout
 

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.

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.
checkout
 
checkout
 

Single & Secure Sign-in

  • Safe and secure Portal Login for employees. Get single sign-in for default WordPress user account and for portal.A new employee can directly sign-up from the Portal. The credentials will be verified to check whether they have been registered with same username and email address. If there is no record with a particular employee name in the system, a new account will be created in WordPress and Dynamics CRM Contacts module. Once signed-up from the portal, employee can directly login to the portal and can also access his WordPress Account without having to login again.

Attractive Dashboard with icons

  • An attractive dashboard has been created with modules enabled for quick accessibility. Only those modules which are assigned to the employees by the administrator will be displayed in the portal. 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.
checkout
 
checkout
 

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

  • 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 from one place.
checkout
 
checkout
 

Access Knowledge Base from Portal

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

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 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.

Get A Quote
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 A Quote
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.

Get A Quote
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.

Get A Quote
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.

Get A Quote

Reviews
(4.8/5)
  • Positive Feedback

    My employees are pleased with the product and their enthusiasm level has surely gone a level up as a significant part of their job is automated by the integration. It also adds in to their overall efficiency which is ultimately great for the company.

    David Morgan (Posted on January 15, 2018)
    Yes, I Recommend This
  • Increases Efficiency

    The product has greatly increased the efficienly of my marketing and customer management team by streamlining every employee’s daily tasks and giving them updated information every time, without much manual contact with other employees.

    Brayden Henderson (Posted on November 12, 2017)
    Yes, I Recommend This
  • Recommended

    The product does everything that it is meant to and a few things more to be honest. You just need to plan a definite strategy to optimally use the integration and it can prove to be a great product.

    Hunter Fisher (Posted on September 9, 2017)
    Yes, I Recommend This
  • Great Services

    I am really impressed by the dedicated team for the services provided during the installation of the integration. The product is also up to the mark and smoothly running since the past 6 months.

    Sebastian Barnes (Posted on July 6, 2017)
    Yes, I Recommend This
  • Best Option

    If you are using Dynamics CRM for your business and looking for a WordPress integration for your Employee portal, this is undoubtedly the best option you will get in the given price. The product is great along with the services provided by the company.

    Eli Butler (Posted on May 3, 2017)
    Yes, I Recommend This

Release Notes

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