Latest blog posts
View all
Like
(
0
)
When it comes to integrating a customer portal, it is important to take into consideration that it is one that fits well into the workflow of your business. You should also take care that it functions smoothly with your Dynamics CRM. It should be ...
3,508
Like
(
0
)
The general dislike towards haggling with customer support and regulatory agencies is well-known. As such, who likes overwhelmingly endless forms, long wait times, and queues for fulfilling their demands? If you think that these processes are frus...
3,508
Like
(
0
)
Dynamics 365 has multiple types of portals. Each portal serves its own unique purpose. The one that you need will depend on the use case you have. You can choose the portal that addresses your exact pain points. Here’s a breakdown of the differen...
3,508
Like
(
0
)
As an enterprise organization, you have a number of people who have access to your CRM. But that doesn’t mean all of them have to have equal access. For this you need to use a portal with role based access.With this, you can set entity access perm...
3,508
Like
(
0
)
Not everything in a CRM is a part of a portal. The portal users need not get access to all of it. For this, you need to establish field level access control to manage the nuances of this access.Let’s talk a look at how to do that with the Dynamics...
3,508
Like
(
0
)
Not all third party portal solutions for Dynamics CRM are made the same. At the end of the day, their functionality and ease of use as well as features decide which one to use. One such third-party solution is CRMJetty’s Dynamics 365 WordPress Cus...
3,508
Like
(
0
)
As any support staff member knows, customers raise support tickets for various queries. Many times, those queries are repetitive. This is where efficient ticket management comes into the picture. There are a number of ways to handle it. But the ea...
3,508
Like
(
0
)
Microsoft has been ruling the tech world for decades and has changed the way we work with computers. Probably, we cannot imagine the technology industry without them. They are also well known for their multiple products and services, operating sys...
3,508