Complete Dynamics CRM Customer self-Service Portal
Provide clients with a self-service customer portal to submit new cases, view the status and progress of cases managed in CRM, view orders and invoices, read knowledge-base articles and more.
Host anywhere
Dynamics Portal can be hosted on Azure or Microsoft Windows server with IIS. Easy to deploy and maintain. The solution includes the portal as Visual Studio 2012 project (source and published) and the CRM solution.
Point the portal to Dynamics CRM on premise or on-line and provide the credentials of a CRM user. Upload to a Windows Server or host it on Azure and the portal is ready to go.
Onetime payment, no subscription or other recurring costs
At the core of Dynamics Portal is a Dynamics_Portal.dll file that “communicates” with Dynamics CRM by retrieving or storing data in CRM database. Dynamics_Portal.dll is licensed per CRM Organization, and includes free lifetime Email support. The portal is provided as Microsoft Visual Studio 2012 solution which can be used as is or as a framework to design your own unique customer self-service portal
Portal modules
Dynamics Portal has two main sections:
Public Web Pages – web pages that displays data from CRM that is not private, like knowledgebase articles and sales literature. The public web page has a login module and a form to register to access the private web pages, which creates new Lead record if the login user is not an existing contact or lead in CRM
Private Web Pages – these pages require login with Email address and password which is matched with the contact’s email address and password stored in the contact record in CRM. The contact record stores the privilege of the person to view the different modules and the rights to create or modify records in CRM.
Workflows
Portal users can trigger Portal Logs Workflows in CRM. Certain actions performed via portal, such as request for password reminder or request for copy of invoice create records of Portal Logs entity in CRM, which triggers workflows to send password reminder or copy of invoice.
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PORTAL MODULES
Case Status
View case progress and status as it is managed in CRM. Users can select between different customized views in CRM like all cases, active cases, resolved cases and any customized view selected in the CaseView module configuration file.
Portal user can select a case record and open it to view the case related notes, created by uploading files from portal or created internally by CRM users handling this case.
Submit New Case
Portal user, based on the privileges stored in the Contact record in CRM, can create new case in CRM buy submitting this form. The user can upload files which are than saved as Notes in the CRM case record. The file can be a picture, screenshot, error log file and any attachment that can clarify the issue described in the submitted incident.
View invoices
Portal user, based on the privileges stored in the Contact record in CRM, can view invoices created in the Invoice Entity in CRM. By double clicking on a selected invoice a new window is opened with the invoice products (line items) quantities and prices.
View orders
Portal user, based on the privileges stored in the Contact record in CRM, can view orders created in the Order Entity in CRM. By double clicking on a selected order a new window is opened with the order products (line items) quantities and prices.
Knowledge-base articles
Save precious time by allowing client access to knowledge-base article and commonly asked questions. Recommend clients best practice processes, allow download forms and direct clients to the answers they seek without need for phone conversation. Knowledge-base articles are read from records in the Knowledge-base entity in CRM.
by Dynamics Objects, www.DynamicsObjects.com
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