Dynamics CRM Self Service

Self-service portals are available as an add-in to Dynamics CRM Online to provide access to CRM features for external users.
The solution includes rich web content configuration capabilities in a responsive design for desktop, tablet and smartphone devices.
 
 
 

Contacts

Authentication

Entity Actions

Entity Form

Entity List

Permissions

Open Data

Files

Help Desk

Accounts

Forums

Polls

Surveys

Ecommerce

Products

SEO

Quotes

Branding

CMS

Templating

Responsive

Leads

Parature

Dashboards
 
 
A range of out-of-the-box portals are available, including:
 
 Customer self-service portal
A customer service portal can help you create an environment that customers will find helpful and informative and reduce the amount of support cases that are submitted to your team. By actively taking and responding to feedback, you can continue to improve your support offerings and give your customers a great service experience.

 Employee self-service portal
An employee portal is a great way to disseminate that information and support your employees through internal cases, as well as quickly provide updates and news about upcoming improvements or additions to your product catalog. By supporting your employees, you can create a team that is dedicated to the success of your customers, sales partners, and their fellow employees.

 Community portal
Keep your customer engagement strong by growing a community, publishing articles, gathering user feedback, and acting on user-provided ideas. Allow your users to hold conversations by posting messages on a forum. Coordinate your important event information and keep everyone notified as the details emerge using comprehensive event management solution. Engage with and gather feedback from your community, including gathering ideas, voting, and comments or suggestions.

 Partner portal
Sales partners are organisation that work with your organisation in order to assess your customers’ needs and distribute your products according to those needs. Partners have needs that are very similar to those of internal employees, but also need to be able to keep track of sales opportunities and collaborate to close them. A partner portal provides the content management tools, as well as the opportunity management tools to help your partners deliver the best experience to your customers.