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Share information to clients

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Posted on by 75

Hi Guys!
We are working in a legal company. We work in a lot of cases that are assigned to differents lawyers. So, we are thinking to implement Customer Service to do this.
But i can't find the way to share to the clients the status of the cases. I'd like to the clients can track in wich step are their cases, but i don't know if it is possible with Dynamic 365.
Someone could let me know how can do it?

  • Suggested answer
    Asif365 Profile Picture
    Asif365 1,431 on at
    RE: Share information to clients

    With Microsoft Dynamics 365 for Customer Service, Customer Self-Service Portals are available and able to be customized from an organizational perspective. You can add hyperlinks and polls, for example.

    Customers can sort their inquiry by case type or subject to be easier connected with the right customer service agent to help them solve their problem.

    Customers can log back into the portal to see the status of their support ticket whenever they please.

    Please have a look at this link:

    us.hitachi-solutions.com/.../

  • Matias Garcia Profile Picture
    Matias Garcia 75 on at
    RE: Share information to clients

    Thank you! I was thinking in a similar solution, i found that dynamic 365 has Portal Add-On but I can't see this option. I dont know if it is a current feature or it happens because i am using a trial version.

    Thanks in advance!

  • Suggested answer
    a33ik Profile Picture
    a33ik 84,325 Most Valuable Professional on at
    RE: Share information to clients

    Hello,

    Are you online? If yes PowerApps Portals is what you're looking for - docs.microsoft.com/.../create-portal

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