Customer service portal and case related to account hierarchy

(0) Share

Report

Posted on by Community Member

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!

Categories:

Customer Service

I have the same question (0)

All responses (1)

Answers (1)

Verified answer

CRMJetty 3,512 on at

Like (1)

Report

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.

Was this reply helpful? Yes No