Dynamics 365 CRM Customer Portal for WordPress by CRMjetty
At CRMjetty, We have integrated #Wordpress with #DynamicsCRM to create a customer portal solution that will help you create a self-service support center for your customers. It combines the user-friendliness of WordPress with the robustness of Dynamics CRM software. For more details visit the product page https://bit.ly/3t76XAM
Why Use Microsoft Dynamics CRM WordPress Customer Portal?
Better Customer Support
Through the customer portal, your customers will be able to interact with your company at their convenience without any manual intervention.
Cut down on expenses
Easily handle customer requests and complaints with minimal involvement of your support agents, thus saving on support costs.
User-friendly
MS CRM WordPress Customer Portal provides a user-friendly interface to customers for accessing Dynamics CRM modules.
Key Product Features
Microsoft Dynamics WordPress Customer Portal provides an easy way to make different modules of Dynamics CRM accessible to portal users from where your Customers can engage with you. Create roles, include modules to be made accessible to that role, assign dynamic rights and assign them to your Customers.
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.
Set Portal Layouts for each accessible module. WordPress Dynamics CRM customer portal plugin 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.
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.
Safe and Secure Portal Login for customers. A new user can directly sign-up from the Dynamics CRM WordPress customer management portal. The credentials will be verified to check whether any customer has been registered with the same username and email address. If any such user does not exist in the system, a user will be created in the Dynamics CRM Contacts module.
Get an attractive dashboard with all enabled modules for quick accessibility. Only those modules which are assigned to the customers by the administrator will be displayed in the Microsoft Dynamics customer portal for WordPress. 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.
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.
View all your Appointments and phone calls scheduled for the day, week, or the whole month in calendar view. This will help users to view all their important activities in one place.
Knowledge Base shows all of the articles that are available to your customers. Customers will be able to access knowledge base articles based on their categories or search the articles.
Chapters:
0:00 Dynamics 365 CRM Customer Portal
0:27 How to give a customer access to selected modules?
1:28 How to configure module layout?
2:10 Edit portal name, add a logo, configure display options, and more...
3:37 Secure sign-in for portal with e-mail verification
4:34 Configure Portal from WordPress admin account
5:17 View all accessible modules on portal dashboard
6:27 Access CRM knowledge base from the portal