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Am new to CRM Dynamic , We have installed CRM Dynamic 2015 (22.214.171.124) in our premises and we are planning to use it for customer support. However i need to know if there is a CRM portal from which customers can create cases or tickets.
i appreciate if you can guide me in this.
You can use Customer Self Service Portal for allowing users to create cases or you can choose any portal and create a custom page for case creation.
You can get it from here:
or use the community version:
Hi Mohd, thank you for your reply , from where i can download this portal 'Customer Self Service Portal', is there a link that i can check and download?
Refer this link:
Hi Andreas , thank you for your valuable input , am reading the installation guide , does it need a license ? and from where i can get the license for this
Community is free and v 7.x you need to contact Adoxio
Please check following article for licensing information:
Hope it helps.
In addition you can also have a look -
Thank you all it was really helpful
Just a side note. Microsoft is not planning on supporting the On-Premise portals software. With Dynamics 365 you can run a Customer self service instance in 30 minutes.
More about On-Premise version:
So for future use you should consider your Cloud/On-Premise strategy for Dynamics.
Since you are just getting started you may want to upgrade to the latest version of Dynamics 365 rather than use an older one.
Do you need the portal or is it just a desire? Since on-premise portals won't be supported, it would be easier to set up an email like Support@YourCompany.com and leverage the auto record creation and a couple of work flows to create cases for you. You can use the work flow to reply to the user that the case has been received and it will also help with email communications being recorded against the case.
You can stay connected with your customers at all times and make your connection a productive one through dynamics 365 customer portal. Customer Portal not only processes your database, but also keeps its detailed records. It is an ideal solution for a number of use cases such as - customer/client portal, partner portal, supplier/vendor portal, affiliates portal, account portal, and more. You can communicate without hassle of emails or calls. Ticketing system of portal saves a lot of your time. You can create accessibility-based user groups and add contact to assign specific roles. A Portal User can have access only to the modules that are assigned to them in that specific group. Admin can create multiple groups and add contacts to them.
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