Dynamics CRM Customer Portal for DotNetNuke

posted by AppJetty - 8/29/2017
AppJetty Active Since 8/29/2017
India

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Dynamics DNN Customer Portal solution has been created by integrating DotNetNuke, a leading CMS framework and Dynamics CRM, a leading CRM system. This solution will provide your customers with a world class self service customer portal from where they can receive on demand support and accurate data. Module 37415
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  • $249.00 / Month
  • $2,499.00 / Year

$2,499.00

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Dynamics CRM - DotNetNuke Customer Portal

DotNetNuke, a leading CMS framework and Dynamics CRM, also a leading CRM system have been integrated in our Microsoft Dynamics DotNetNuke customer portal solution which will provide your customers a world class self service customer portal from where they can not only get on demand support but also accurate data.

Browser Suppport?

Compatible with DNN 7.X, 8.X, 9.X

Reduce operational costs

Customer Portal empowers your customers to manage their past transactional data, profile details and support requests on their own. You also do not have to set up call centers for customer support which saves a lot of your money and time.

Offer insights to customers

Providing solution is not the only function that our portal resolves. It can also have a knowledgebase so that they can take care of the future issues on their own. Once they gain all the knowledge about their issues, they do not have to waste time finding solutions to their problems.

User-Friendliness

Dynamics CRM DNN Customer Portal provides a user friendly interface to customers for accessing Dynamics CRM modules.

Set Dynamic rights for accessible modules

Dynamics CRM DotNetNuke customer management 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.

Mass Generate Credentials

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.

Configure Module Layouts

DotNetNuke 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.

Customize Your Portal

Give your portal a name, upload a Logo, set records to be displayed on a page and set display options like color for calendar modules. Choose standalone page template with custom design or set full width page template with theme header and footer.

Secure Sign-in

Safe and secure Portal Login for Customers. A new user can directly sign-up from the Dynamics CRM DotNetNuke customer management portal. The credentials will be verified to check whether any customer has been registered with same username and email address. If any such user does not exist in the system then a user will be created in Dynamics CRM Contacts module.

Attractive Dashboard with icons

Customers will get an attractive dashboard with all enabled modules for quick accessibility. Customers will be displayed only those modules which are assigned to them by the administrator. Accessibility to different modules for different user groups can be set from the Dynamics CRM backend. DotNetNuke admin can set modules displaying recently added records and allow portal users to view them in their dashboard.

Manage CRM records from Portal

Customers can add, update or delete records from the MS CRM DNN customer portal which will automatically reflect in Dynamics CRM. They can easily access all the portal modules in one go with a single pane display on the left. An easy to use interface will help users to add records into the CRM or to display records added from the CRM.

Calendar View for daily activities

Users can view all their meetings 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 at one place.

Access Knowledge Base from Portal

Knowledge Base shows all of the articles that are available to your customers. Customer will be able to access knowledge base articles based on their categories or search the articles.

Only at

Points to Note

  • You should be able to login as an Administrator in CRM/DotNetNuke for installation.
  • Check that your CRM Instance is compatible for Portal.
  • You must have a valid License Key Provided by AppJetty
  • If you are installing Portal then make sure that no older version of the Plug-in is already installed on CRM. If there is any then you should uninstall that plug-in first.
User Manual
 

Product Badges

Azure Compatible

Product Specifications

  • Offer insights to customers:
    Providing solution is not the only function that our portal resolves. It can also have a knowledge base so that they can take care of the future issues on their own. Once they gain all the knowledge about their issues, they do not have to waste time finding solutions to their problems.

  • Reduce operational costs:
    Customer portal empowers your customers to manage their past transactional data, profile details and support requests on their own. You also do not have to set up call centers for customer support which saves a lot of your money and time.

  • User-Friendliness:
    Dynamics CRM DNN Customer Portal provides a user friendly interface to customers for accessing Dynamics CRM modules.