A standalone Dynamics 365 portal shows account data and logs a ticket, but it can't confirm a payment or sync a shipment. That gap is common: the average enterprise runs 897 apps…
Real estate professionals who use the right digital tools are 35% more productive and see 27% higher client satisfaction than agents who don't. A generic CRM can't keep up, no live MLS…
Every financial institution handles sensitive transactions and customer data every day — and that makes access control one of the biggest security and compliance risks on the books. CRMJetty built Role-Based Access…
Every automotive distributor runs on the same relationship: dealers waiting on vehicle allocation, service cases, and warranty claims that move through email threads and spreadsheets, and fall out of date by the…
Course proposals stall in email threads. Document versions multiply until nobody knows which one is current. Salesforce holds the data your institution needs, but it was never built with a simple front…
Giving customers access to their orders and invoices in Business Central is only half the job — if they can't find answers alongside that data, they end up filing a support ticket…
Managing student fees shouldn't mean spreadsheets, delayed receipts, and endless reconciliation headaches. In this video, we show how CRMJetty's Dynamics 365 Partner Portal transforms fee payment management for educational institutions — bringing…
Is your Salesforce CRM chained to legacy systems? Many insurance companies invest in Salesforce but still struggle with manual data entry errors, slow claims processing, fragmented agent-customer communication, and compliance headaches —…
Tired of chasing customers for invoice payments? Learn how the CRMJetty Business Central Customer Portal can double up as a customer payment portal — letting customers view invoices, check balances, and pay…
Your Dynamics 365 CRM works great for your team — but what about your customers? If your support team is flooded with repetitive queries, customers wait too long for basic info, documents…
