What is a Dynamics 365 Portal?

Using Monkey Portal you can very quickly have a portal up and running that allows the creation and management of CRM data.

Here are some of the main features:

  • It allows you to configure Web Forms that submit data┬áto CRM (Lead form, contact form etc)
  • Display lists of CRM data, with the option to edit if required
  • Display Charts for data
  • Create Signatures that save in CRM ideal for Job sheets or Direct Debit mandates
  • Display Images from CRM on the portal
  • Upload Images/Files on the portal and store in CRM

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