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Create case from Form/Portal

Posted on by 240

Hello guys,

We're doing a pilot regarding Customer Service, and would like to create a guideline when creating a Case. We want to control the people who create a case to fill out specific details before sending in the Case. So my thought was the Portal, but is it possible since we're doing a pilot to do it an easier way like for e.g Microsoft form just to begin with?

Otherwise, what're your thoughts about the portal? Is it easy to config and how is the user experience?

Thanks

  • Suggested answer
    Sumeet_MSFT Profile Picture
    Sumeet_MSFT on at
    RE: Create case from Form/Portal

    Hello Denzo19913,

    Based on the requirement you can go for Dynamics 365 Portal for case management.

    https://docs.microsoft.com/en-us/dynamics365/portals/case-management

    We would recommend you to go for OOB Customer Self Service Portal to get look and feel how Case Management works in portals.

    https://community.dynamics.com/crm/b/adxportalfordynamicscrm/posts/different-types-of-crm-portals

    https://docs.microsoft.com/en-us/learn/modules/configure-dynamics-365-portals/

    Please find the steps on how to configure Portal 

    https://docs.microsoft.com/en-us/powerapps/maker/portals/create-dynamics-portal

    https://docs.microsoft.com/en-us/powerapps/maker/portals/create-portal

    Hope this helps.

    Best regards,

    Sumeet_MSFT

    Please mark as verified if the answer is helpful. Welcome to join hot discussions in Dynamics 365 Forums.

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