Customer Portal for WordPress By CRMJetty
Create a self-service customer portal with Dynamics CRM as the backend & WordPress as the front end.
Note: If you have an Offline (On-Premises) Integration, you would need to visit CRMJetty and opt for trial from there. The free trial option on AppSource will work for Online (On-Demand) CRM Integrations.
Dynamics CRM Customer Portal for WordPress helps businesses create a self-service customer portal with Dynamics CRM as the backend data repository & WordPress as the front-end user interface. It combines the user friendliness of WordPress with the robustness of Dynamics CRM to create a portal that can be set-up fast, with minimal investment.
Product Features
Decide which modules of Dynamics CRM to be made accessible to portal users.
Create portal accounts for all CRM contacts in bulk.
Configure layout (list, edit and detail view) of each accessible module in Dynamics CRM.
Customize your portal - give it a name, add logo, display options, theme & module color, etc.
Secure sign-in for portal users.
Attractive dashboard with shortcut icons for all enabled modules.
Any edit, update or deletion of records from portal will reflect in CRM.
Directly view activities (appointments, calls) in calendar.
Dynamics 365 Customer Portal provides articles, FAQs to your customer in the form of knowledge base.
Set Dynamic access rights for user accessible modules.
Multi-Language Support to help you serve your global customer base.
Dynamics CRM hierarchy management functionality now available for all the portal users.
Parent contacts will be able to view and create child contacts in the portal.
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