Your portal is slow, users are complaining, and someone says it is time to replace it. But replacing a portal you have not audited means paying to rebuild problems you never found.
Most teams audit features, count licensed users and test permissions as an admin. That gives them a bloated wish list and a business case built on the wrong numbers. A focused audit of about two weeks shows what your portal actually does and what it really costs you.
In this video, see what those two weeks produce:
• A table inventory
• A role-to-permission map
• 90 days of page usage
• Real active user counts
• A sorted list of customizations
• One specification that ties it all together
With that in hand, opinion becomes evidence. You can see which pages carry the traffic, how many users are truly active, and which customizations will not carry over. Then the call gets simple: fix it in place, replace it, or fix now and replace at the next contract break.
If replacing is the answer, CRMJetty's Customer Portal, with Dynamics 365 integration, is built for the move:
• Two-way sync with Dataverse in real time, with full read and write on your records
• Role-based permissions
• A no-code page builder
• Licensed by user block, with no per-login charge
• Our team can help you check your usage data before you scope anything
CRMJetty is built by a team with 9+ years of CRM portal development, and is listed on Microsoft AppSource.
📅 Request a demo: https://www.crmjetty.com/contacts/
0:00 – Slow Portal, Unhappy Users, Replace It?
0:16 – Where Most Portal Audits Go Wrong
0:26 – The Two-Week Focused Audit
0:38 – Six Documents the Audit Produces
0:53 – Evidence Instead of Opinion
1:02 – Fix, Replace, or Fix Now and Replace Later
1:07 – How CRMJetty Helps With Dynamics 365
1:22 – Licensing by User Block and Scoping
1:30 – 9+ Years of CRM Portal Development
1:42 – Request a Demo
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