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Microsoft Dynamics CRM (Archived)
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Ticketing portal that is compatible with CRM

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Posted on by

We are using MS Dynamics (on premises) also for our customer support (Service > Cases) but we see that theres a challenge to cover all the different email types, encryptions, formats etc... this leads to a lot of customization, which leads to a lot of mess.

  • Now the idea is to create a portal for the user where he would log in, and input a standardized form that we control. As side benefit he could see his previous tickets and their statuses.
  • Another possibility would be a portal where he does not need to log in, simply a form that creates again a standard email which comes to our CRM but if we respond, the user gets a notification with a "loooong" link that brings him to the answer from us,...on which he can again respond..

Any suggestions to the problem or to a specific software/solution??

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  • talk2.gauravb Profile Picture
    120 on at

    Hi,

    I will recommend to use One Digital solution, it is compatible with Dynamics CRM and does everything what you are expecting below is the link of the product.

    www.capita-one.co.uk/.../one-digital

    Regards

    Gaurav

    Happy CRM!NG

  • Community Member Profile Picture
    on at

    you mean the one digital portal? (www.capita-one.co.uk/.../self-service-portal)

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