How Does Online24x7 Use Microsoft Dynamics 365 Customer Web Portals?


Posted January 17, 2023 by online24x7usa

A self-service web portal is an excellent approach to broaden Dynamics 365's reach and improve service quality by allowing users to register complaints, locate answers, and update information online.

 
Being a Microsoft-certified partner, Online24x7 has successfully assisted numerous firms in implementing integrated Dynamics 365 web portals, and in many cases, this is done as a fixed-price project.

Power Pages provides numerous portal templates, the most popular of which is the customer self-service online portal, which Online24x7 employs as a basic template.

Web Portal Development at a Fixed Cost
Their modifications to the base template of the customer support site include the following:
- Skinning the gateway to seem like your corporate website, complete with your logo, colors, and another branding.
- Configuring security web roles for portal access and management.
- Configure Cases integration so that portal users can view existing cases. Cases and new support issues will be logged, and systems will be implemented to automatically send email notifications when new Cases are created.
- Using the web gateway to display up to two existing Dynamics 365 custom entities.
- Portal users can edit their normal contact information in Dynamics 365, such as name, address, email, and phone number.
- If necessary, set up an integrated knowledge base.
- If necessary, enable a portal forum.

Their Dynamics 365 portal construction will include the following as a fixed-price engagement:
- A scoping consultant to discuss your customer service portal needs and goals.
- Documentation that defines your requirements and details how Online24x7 will complete this work.
- Create your web gateway.
- A review session in which they will present the site and get input from you.
- Following the review, portal customizations and updates are implemented.
- Management of your portal's implementation project.

Contact Online24x7
Your fixed-price portal implementation can be completed with included Dynamics hours from the managed service or as a one-time job.

Before sending invitation emails and subsequent portal messages to activate your portal, email integration is configured. Contact Online24x7 today to discuss your portal needs and get Dynamics 365 consultation services.
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Contact Email [email protected]
Issued By Online24x7
Phone 1 (682)-350-9767
Business Address Suite # 400, 10000 N US 75-Central Expy, Dallas, Texas - 75231, United States
Country United States
Categories Software
Tags microsoftcertified partner , dynamics 365 consultation services , online24x7
Last Updated January 17, 2023