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Customer Service forum

Customer service portal and case related to account hierarchy

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Hi all, 

i've a scenario with an account hierarchy (referred to a company group) where single contact of various site can open new case. Request for me is that IT Manager of the holding want to view cases opened/closed for all contacts referred to child accounts. 

Is possibile to setup this type of environment into customer service portal?

Thanks in advance!

SR

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  • Verified answer
    CRMJetty Profile Picture
    CRMJetty 3,508 on at
    RE: Customer service portal and case related to account hierarchy

    Yes, it is possible to implement account level hierarchy in customer self service portal. Dynamics CRM Customer Portal is customizable solution, with using it you 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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