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Microsoft Dynamics CRM (Archived)

is it possible to make case landing page?

Posted on by Microsoft Employee

Hey all.

i would like to know if there is a way to make a simple  landing page that have all the needed filed to create a case.

for now we use mail to case all of our customers use mail to open a service case but its messy and many time do not  have all the information we need.

so i was thinking if there is an existing solution like a web page or some portal that focus the impotent staff that i can give to the client  to make my team job easy.

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  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: is it possible to make case landing page?

    Hey

    i already install all of the portal just in case..

    0216.Capture1.PNG

    but i see in many video that after it install i need to see and edit it in the admin center manage applications.

    and i cant see that and i install it few days ago still no change in the manage applications.

    as you can see this is all 2 pages i have in my manage applications

    0216.Capture1.PNG

    6683.Capture2.PNG

    as you can see in this link it say to get in admin center then mange application and portal add-on but i don't have this...

    docs.microsoft.com/.../provision-portal

  • Suggested answer
    Kokulan Profile Picture
    Kokulan 18,048 on at
    RE: is it possible to make case landing page?

    Hi 

    Could you go to Instances Tab on Dynamics 365 Admin centre, select your instance, and click on the Edit Button next to Solutions and then install it from there.

    Please see the screenshots below.

    1524.ScreenClip-_5B00_82_5D00_.png

    1524.ScreenClip-_5B00_82_5D00_.png

    Note: Self Service portal is on the second page.

    Hope this helps

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: is it possible to make case landing page?

    Hey and thanks for the respond.

    I have try to install the self service solution via admin center but for some reason i see  in guide i need to i need to mange it from admin center dynamic 365->Manage applications->portal add-on-> mange.

    and in this place to put the setting i want for URL address and other stuff.

    but for some reason i do not see this option at all in my mange application..

    any idea or some one can explain how to install or pouches  this solution?

  • Suggested answer
    Kokulan Profile Picture
    Kokulan 18,048 on at
    RE: is it possible to make case landing page?

    Hi

    Could you provide a bit more detail on the your requirements please?

    In the mean time, based on your above query, if you are going to allow external users or customers to create and manage cases, you can do so using self service type Dynamic 365 Portal.

    Please refer to the following links if you would like to know more about the portal

    docs.microsoft.com/.../case-management

    www.youtube.com/watch

    Hope this helps

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