I want to create an interactive portal for my customers to use for their information. I am using Dynamics 365 Customer Service Cases. I want my customers to be able to enter new cases on the portal as well as bring up other cases they have submitted and edit the information or check the status. I need something that explains this step by step preferably with video. Also, how do I make it so my customers can see only their cases?
Hi mcjx02,
I have done all these kind of requirement in my portal.
if you want to create new case from portal then you have to create entity form for this. check this article on entity form.
crmhub.blogspot.com/.../create-record-or-entity-form-in-ADX-Studio-Portal.html
To retrieve all cases, you have to create entity list for this.
crmhub.blogspot.com/.../get-list-of-all-records-and-view-it-in-Portal.html
To edit the case, you have to update the records from portal.
crmhub.blogspot.in/.../Update-record-from-Entity-List.html
Here i am giving you the link of d365 portal's tutorials list.
crmhub.blogspot.com/.../d365-portal-adx-studio-portal.html
still if you have any problem in portal then you can reach to me.
Hi,
Microsoft provides inbuilt/ out of box Customer Self Service portals which you can use with your Dynamics 365 Organization. Check below links-
docs.microsoft.com/.../administer-manage-portal-dynamics-365
ledgeviewpartners.com/.../microsoft-dynamics-365-for-customer-service-customer-self-service-portals
You will find more contact if you search for "Dynamics 365 Portals"
Hope this helps.
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