As a business grows in size, managing operations can grow more complex. Switching between interfaces to view CRM entities or checking customers’ details in CRM and updating them isn’t feasible for large organizations. It not only consumes more time but also increases the chances of inadvertent errors in data updates. It also doesn’t let an organization’s owner decide who can access what and can compromise security as anybody can access anything. This is where a…

Social distancing. Our current reality to stay safe.

However, for businesses, it is the exact opposite. They are concerned about its long-lasting impact that is probably going to be bigger than anticipated.

Currently when you have very few chances of acquiring new business, unless you offer essential products, keeping your existing customers engaged with your business can be your shield.

Here is how you can retain your customers from a distance:

Communication is…

Customers aren’t the bedrock of your business.

But “Happy Customers” are.

They stay longer with you and bring profitable opportunities.

Your marketing should focus majorly on delighting your customers. It attracts new customers who keep buying your products/services again, and most importantly they spread the word through referrals and social media.

Looking at these marketing statistics, the major expectation of customers from any business is getting a quicker…

Customers, the one and only boss for any business.

As an owner of a company you will have many responsibilities. But, interacting with customers is crucial. Simultaneously, it is difficult to handle complex situations which involve various roles, obstacles and different processes.

With the help of CRM technology, you can streamline your business operations and customer interaction. CRM software helps you organize your business operations as it stores and provides all necessary…

Today there is not a single industry which is untouched by technology. New things are coming in tech to bring ease to different industries like tech, automobiles, banking sector, etc.

Nowadays what acts like a bridge in ecommerce and tech is Portal.

A number of companies use portals in some way or another to bring ease to their users or clients. The type of portals you use changes on the basis of the business model of the company.

Here, in this article we will look at…

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 easiest way to handle it is to have a smart ticket management feature built into the customer portal.

Let’s explore the feature that is built into PowerApps’ Customer Self-Service portal.

Here’s how to manage 360° ticketing from the…

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. CRMJetty’s Dynamics 365 WordPress Customer Portal has some particularly neat features. On top of that, it is simple to configure and use, for both the admin users and the end users. Let’s walk through the steps to…

This article is for business owners who have brick and mortar shops. You have already taken a big step opening a physical shop in a time where the ecommerce environment is dominant. You understand the value of face-to-face interaction with your customers. This helps you maintain a much more personal relationship with them.

The place where you interact with your customers the most is your point-of-sale station.

You can choose the hardware that is most convenient for you. It can…

Formal education teaches many things. It is essential that those things provide quality value to our lives. The logistical side of formal education is messy, to say the least. Good teaching faculty is difficult to come by and therefore schools are often understaffed. Students are not always given much choice about certain classes or class hours. Apart from this, they have no intimation of their attendance level and this often impacts their graduation. The institutionalization of formal…

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 CRM Power Apps portal:

Dynamics CRM Power Apps portal does not provide an option for field level access control. It has to be managed by creating a new entity form and adding the fields that you want in CRM. Then the relationship…

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 permission for different sets of user groups so that each group gets the entity that they need, without you having to share the data with everyone. If you are using Dynamics’ PowerApps portal, here are the step-by-step instructions to enable the…

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 frustrating just for the customers, you might be wrong. The employees who need to manage the flow of the application and process them well are even more flustered.

Thanks to digital transformation and advancements in cloud technology, you can…

Content is ever-evolving and here to stay.

We are surrounded by it and constantly consume it in some or the other form.

It is important for companies like you to understand their customers and provide important information about your products, services or the industry upfront.

Today customers want to have full knowledge of your products before they invest. Also, they want to find out answers on their own. They don’t want to interact with your customer support team…

Many companies have Twitter accounts. They use the platform to interact with customers, and sometimes solve their queries.

Customers, in turn use the platform to show their displeasure and to alert others when a company gives them subpar service. Take a look:

No company would like to read this on their Twitter handle.

Would you?

Of course not!

You can check the entire tweet thread and see how the customer is dissatisfied and feels cheated by a DTH…

According to a Walker study, customer experience will overtake product and price as the main brand differentiator by 2020. And the best way to go about providing a holistic customer experience is to pay attention to the overall customer journey. Maintaining consistency throughout their interaction with you and your different departments is paramount.

Sounds easy, right?

But, in practice, it can be one of the most overwhelming tasks you’ll undertake.

The main hurdle is…

Managing a database of suppliers can be a never-ending process because it includes a lot of data entries, follow-ups, and inaccuracies. And you would always want to manage it in a better way because its information is important as well.

But how about having a system that is automated with the data of all the suppliers with easy access to data whenever required?

Investing in a best supplier portal solution will provide you with privileges and will automate most of your manual…

Use of portals is increasing rapidly. There are many ways these portals are helping companies connect with their customers more efficiently and provide support around the clock.

There are many advantages of having a portal and companies are trying to make the most of it. There are various types of portals available in the market and you can use them according to your requirement.

Going one step ahead, I would like to discuss custom-made web portals.

Yes! You heard it…

Dynamics 365 have multiple types of portals. Each 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 different types so that it can help you make a decision:

Customer Self-Service Portal

Employee Self-Service Portal

Community Portal

Partner Portal

Field Service and Project Service Automation Portal

Customer Self-Service…

In order for you to provide your customers with exceptional service, you will need to do things that are above and beyond the basics. You will need to provide certain things that make their interaction with you more efficient and frictionless. Let’s see the steps of how you can install and activate the customer portal with Microsoft Power Apps and Dynamics 365 WordPress Customer portal.

Power Apps by Microsoft provides a new portal option with Dynamics 365 CRM. If you want to activate…

In order for you to provide your customers with exceptional service, you will need to do things that are above and beyond the basics. You will need to provide certain things that make their interaction with you more efficient and frictionless. Let’s see the steps of how you can install and activate the customer portal with Microsoft Power Apps and Dynamics 365 WordPress Customer portal.

Power Apps by Microsoft provides a new portal option with Dynamics 365 CRM. If you want to activate…