De Facto Infotech professionals build a Customer Portal for Microsoft Dynamics CRM, which allowed Exactive to offer portal capabilities to their customers while tracking and managing the interactions in Microsoft Dynamics CRM. The best thing is that the Customer Portal for Microsoft Dynamics CRM works seamlessly with all deployment models for Microsoft Dynamics CRM, including on-premise, Microsoft Dynamics CRM Online and partner-hosted.
Now, with the portal in place, Exactive’s customers can raise case/ticket. Whenever any customer will do so, the workflow will start in CRM, notifying the CRM admin that a new case has been posted. Before raising a new case, a customer can go through the knowledge base available to find issues and solutions posted and if a customer doesn’t find the appropriate solution then he can raise a new case along with detailed notes and can also attach relevant documents/Images to the case.
Customers can also set the priority level to get the cases resolved well in time. They can review their cases and are informed about the progress on the case. Customers can also schedule a service and can manage the service which is similar to the case/ticket. They can upload documents to a document library and can only access the documents to which they have permissions.
Customer portal for Dynamics CRM powered by ADX studio has streamlined the way Exactive deals with its customers, optimizing their Customer Service. The customers can now easily access the information they need and get an answer to their queries right away.