Microsoft Dynamics 365 is where most businesses already run their sales, service and customer data. It is powerful and has all the required data but it doesn't reach your customers.
A Dynamics 365 customer portal extends your CRM outward, so customers get direct, self service access and your team isn't stuck relaying every request. Not every portal delivers the same experience, though. Five features make one actually stand out.
In this video, you'll learn about those five essential features:
• No-Code, Low-Code Customization, your team edits forms, fields and workflows directly, with no developer queue and no weeks-long wait for a small change
• Real-Time CRM Data Access, customers check order status or pull their own invoices straight from Dynamics 365, without a single email to your team
• Advanced Workflow Automation, one document upload triggers verification, notifies the right team and moves the process to its next step automatically
• Third-Party Integrations, payment gateways, e-signature tools and document storage in one interface, so customers aren't bouncing between separate apps
• Mobile-First, UX-Centric Design, the same experience on a phone as on a desktop CRMJetty's Dynamics 365 Customer Portal brings all five together in one solution.
Built by a team with 9+ years of CRM portal development. ISO 27001 and 9001 certified. Listed on Salesforce AppExchange and Microsoft AppSource.
Read the full breakdown on the blog: https://www.crmjetty.com/blog/next-gen-features
dynamics-365-customer-portal/
See all five features on your own Dynamics 365 data. Book a demo: https://www.crmjetty.com/contacts/
#CRMJetty #Dynamics365 #CustomerPortal
Chapters
• 0:00 Dynamics 365, Powerful on the Inside
• 0:19 Extend It to Your Customers
• 0:38 Feature 1 – No-Code, Low-Code Customization
• 0:49 Feature 2 – Real-Time CRM Data Access
• 1:00 Feature 3 – Advanced Workflow Automation
• 1:13 Feature 4 – Third-Party Integrations
• 1:23 Feature 5 – Mobile-First, UX-Centric Design
• 1:33 All Five in One Solution, Book a Demo
#CustomerSelfServicePortal #NoCodeCustomerPortal #LowCodePortal #RealTimeCRMData #workflowautomation #ThirdPartyIntegrations #MobileFirstPortal #dynamics365community