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How to Manage Configuration of Advanced Settings for Customer Portal

When it comes to configuring settings, you want a hassle free solution portal solution. Dynamics 365 WordPress customer portal from CRMJetty is one such solution.

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How to Manage Configuration of Advanced Settings for Customer Portal

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  1. How to Manage  Configuration of  Advanced Settings for  Customer Portal  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 configure advanced           settings in their customer portal.                                                                                      - Once the activation is successfully completed, navigate to           the CRMJetty tile to access and setup various configuration           for portal i.e. General Settings, Email Settings, Portal         Layouts, Language Configuration and Roles.                            sales@crmjetty.com​

  2.         Or    sales@crmjetty.com​

  3.     - For unified interface, navigate to Dynamics 365 – Custom         and from the bottom menu select CRMJetty.              Upgrade Data:  - ​To manage upgrades, we have upgraded a specific flow wherein if you have any older version of Customer Portal,           then the Upgrade Data button will activate.                                For upgrading data, navigate to ‘​CRMJetty -> ​General Configuration​ and click on ​Upgrade Data​ button.                    sales@crmjetty.com​

  4.   - By upgrading data, you can make your portal compatible             with the latest version of the portal.          Setting General Accessibility for Portal Users:  - For ​general settings​, navigate to CRMJetty from the menu.  - Mention the URL of your WordPress Account (i.e. Portal             URL) which will be sent along with the credentials mail and           click on the ​Save​ button.                        - Use Dropdown Caching to set up values of lookup fields           (Related to other modules). Values displayed in lookup fields         will remain old until it surpasses the time set here.                        - By enabling the ​Change Role of Hierarchy​, you can change the role of hierarchy i.e. if the role of any contact is updated               or removed, it will be applied to the whole child hierarchy.                                    sales@crmjetty.com​

  5.   - By enabling the ​Change Account of Hierarchy​, you can change the account of hierarchy i.e. if an account of any         contact is updated or removed, it will be applied to the         whole child hierarchy. If it is unticked, and the account is             updated then it will work as a separate entity from the           hierarchy.                                                                        Setting Email Template:  - Admin can create any email template like Signup and           Forgot Password template from CRM.            - From templates, the user gets the option to create ​New template and also select template type.                          - Select email template type as ​Contact and create an email template filling the necessary       requirement.                            details   as   per   your sales@crmjetty.com​

  6.   Note: Users can also assign default "Email templates" for           various actions performed.          - For assigning the default email template navigate to           CRMJetty​ -> ​Email Settings​.            - Select appropriate email template and ​Save​ email settings.  Assign User Role:  - To manage the user roles, navigate to ​Settings ​-> ​Security -> ​Users​.                        - Now select the users whose roles are to be managed and           click on ​Manage Roles​. This will open up a pop up to select roles.                                          - To access CRMJetty product entities assign ​CRMJetty Customer Portal ​role to selected users.                  sales@crmjetty.com​

  7.     Note: ​System Administrator will also be able to access CRMJetty Product Entities.                    CRMJetty’s customer portal is thus one of the easiest one to         navigate in the market. The portal market is huge, but you           have to find one that fits your workflow, your customers and               your staff.                                      Source:  https://www.crmjetty.com/blog/how-to-manage-configure -advanced-settings-customer-portal/  sales@crmjetty.com​

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