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71Hi All,
This might seem like a dupicate question to a previous post I did (Create Sales order from email), which was great but we came across one minor caveat - When using MS Forms to collect information from external clients to put into Dynamics, you cannot have them inset/attach attachements into the form (can only be done on internal MS forms). I understand as from a security standpoint, you cannot scan for viruses etc.
(If I'm wrong on this, let me know)
So I came across Power Pages......
(If I'm wrong on this, let me know)
So I came across Power Pages......
Below is a quick summary of end goal which I hope can be done via Power Pages (Customer Portal), hence the below questions...
We are trying to automate as much as possible and use Dynamics to it's full potential without breaking the bank...
1. At present we have queues for Support Cases from email - So if a client sends in a email to support (including attachments), a case is created, against their Account/Contact, a Teams post is generated to a Teams channel with the information of the case etc.
- 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?
- 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
Apologises for the long post....
Regards
Rachel
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