Discover how Dynamics 365 Customer Portal transforms the finance industry by enhancing security, meeting rising customer expectations, ensuring regulatory compliance, and driving innovation.

Learn how Power Apps portal can help businesses in creating a secure and interactive online presence. Explore CRMJetty Dynamics Portal as the alternative and what it offers.

A leading global manufacturer of consumer electronics specializing in products such as smart home  devices, wearables, etc., sought to enhance its supply chain management and partner engagement. Implementing a comprehensive Salesforce Partner Portal streamlined order and product management, provided real-time visibility, centralized document repository with tiered access to features and functionalities.

A leading agricultural machinery manufacturer sought to enhance customer engagement and streamline service management by implementing a comprehensive Customer Portal. The Dynamics customer portal was designed to provide customers access to their purchase history, support services, knowledge base, and community forums while facilitating enterprise document management.

Our client, who specializes in manufacturing medical equipment such as diagnostic machines, patient monitoring systems, and surgical instruments, identified the need for an advanced vendor portal. This Salesforce vendor management portal streamlined their manufacturing and logistics processes, enhancing communication with suppliers and buyers while ensuring efficient workflow management.

A prominent insurance company with a vast network of agents and brokers faced challenges in managing agent performance and streamlining operations. These issues hindered productivity, created communication barriers, and reduced overall operational efficiency. After implementing a Dynamics 365 Portal developed by CRMJetty, the company significantly boosted agent productivity, improved communication, and enhanced overall operational efficiency. This solution streamlined their processes, providing a unified platform for managing agent performance and facilitating better coordination across the network.

The client is a USA based nonprofit organization committed to driving social change and community development. The customer wanted to manage their operations efficiently. With a wide-reaching scope of programs and initiatives, they encountered a high volume of support tickets, leading to overwhelmed staff and strained resources.

Our client is a big insurance company that encountered several problems in their daily operations. They struggled with high costs and inefficient communication methods within their team, making it difficult to provide top-notch service to their customers. By implementing CRMJetty's customer portal solution, they were able to address these challenges effectively. The portal streamlined their processes, reduced costs, and improved communication among their team members. As a result, they could enhance their overall service quality and better meet their customers' needs.

A leading wealth management firm renowned for its personalized financial advisory services faced challenges maintaining high client retention rates. This issue impacted their ability to sustain long-term client relationships and deliver consistent advisory services. By implementing a Salesforce Portal developed by CRMJetty, the firm saw enhanced client engagement, streamlined communication, and provided personalized advisory services. This resulted in a 25% increase in client retention, significantly improving client relationship management and overall service delivery.