(If I'm wrong on this, let me know)
So I came across Power Pages......
- I have seen that via Power Pages, you can create a portal/page to allow clients to login and create a case themselves - Just to confirm, is this correct? If so, I'll investigate this more and see if it's another option for us around automating the support case creation
2. Sales/Purchase orders - We want to do the same as with the support cases, use Power Pages to allow clients to login and create a sales order which will be connected to Dynamics and then we get a notification when the order is created. Also we need the clients to be allowed to insert attachements in the sales/purchase order- Can this be done?
So, do anyone of you, have a Customer portal created via Power pages which allows customers/clients to login and crreate support cases and purchase/sales order? Does it work well?
I've read into the authenciation access and the rights to selected fields etc. so that covers the security aspect as we're going to SOC 2 compliance so we need to make sure it's secure as Dynamics as all our client data.
We don't have the Finance Hub , only Sales Enterprise and Customer Service Professional