PortalNest: Dynamics 365 Customer Portal- CRMJetty

February 26, 2020
CRMJetty

PortalNest – Hosted Portal Solutions for businesses using with Dynamics CRM. It makes queries, requests, and complaints easily manageable for better interaction with customers.

 

PortalNest Dynamics CRM Customer Portal brings a unified point of interaction for customers to connect with you for their complaints, questions, inquiries and requests. Dynamics CRM PortalNest Customer Portal expedites your operations and brings an unmatchable efficiency with its seamless functioning.

Below are the features of Dynamics CRM Customer Portal:

  • Integrated with Dynamics CRM
  • Role Based Accessibility
  • Generate Mass Credentials
  • Custom Page Layout
  • Configure Module Layout
  • Access Quotes, Invoices and Contracts
  • Access Knowledge Base from Portal
  • Calendar View for Daily Activities
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