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Edgewater Fullscope Blog

A real-world look at digital transformation.

Customer Service Portal — Dynamics 365 for Customer Engagement

By Art Small | April 18, 2018

The main ingredient to most successful businesses are happy customers. When you understand your customers you then create meaningful relationships that lead to positive ROI’s and business outcomes. In order to achieve that understanding, communication is KEY and with Microsoft Dynamics for Customer Engagement – Customer Portals provide just that. 

Customer portals bridge the gap between you and the support your customers need.

Portals provide customers the ability to connect and communicate, a capability that is pivotal in creating engaged consumers. They provide access to support, guidance, resolutions and ideas. The positive customer interactions made create repeat customers, who then become advocates for your business – the icing on the cake!

Portals provide your service team with the right customer details and the right tools to offer support and resolutions quickly.

Learn how to best leverage your customer portal with this video: Dynamics 365 for Customer Engagement — Customer Service Portal

 

This 7-minute demo will cover:

 

  • Logging in as a customer
    • Searching for solutions functionality
    • Submitting a case
  • Internal case management in CRM
    • Examining the case
    • Filling in details
    • Making Replies
    • Creating and updating portal information for the user
  • Viewing results from the case

 

 

We hope you found this demonstration helpful. Looking for more information? Click here to contact us today! 

About Art Small

Art combines his knowledge of CRM’s capabilities with his process-driven approach to help each customer plan on the right amount of effort to make CRM fit their organizational needs. He has spent over 8 years with the Microsoft Dynamics CRM (now Dynamics 365) product and provides tailored and non-tailored demonstrations of the product to his customers.

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