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Posted on by Community Member

Hello,

Am new to CRM Dynamic , We have installed CRM Dynamic 2015 (7.0.1.129) in our premises and we are planning to use it for customer support. However i need to know if there is a CRM portal from which customers can create cases or tickets.

i appreciate if you can guide me in this.

Regard,

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Community Member on at

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You can use Customer Self Service Portal for allowing users to create cases or you can choose any portal and create a custom page for case creation.

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Andreas Cieslik 9,267 on at

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You can get it from here:

www.adxstudio.com/adxstudio-portals

community.adxstudio.com/.../download

or use the community version:

www.adoxio.com/xRM-Portals-Community-Edition

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Community Member on at

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Hi Mohd, thank you for your reply , from where i can download this portal 'Customer Self Service Portal', is there a link that i can check and download?

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Community Member on at

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Refer this link:

community.adxstudio.com/.../download

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Community Member on at

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Hi Andreas , thank you for your valuable input , am reading the installation guide , does it need a license ? and from where i can get the license for this

regards

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Andreas Cieslik 9,267 on at

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Community is free and v 7.x you need to contact Adoxio

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Arpit Shrivastava 7,518 User Group Leader on at

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Please check following article for licensing information:

community.dynamics.com/.../231442

download.microsoft.com/.../Dynamics_365_Enterprise_edition_Licensing_Guide.pdf

Hope it helps.

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gdas 50,091 Moderator on at

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Hi ,

In addition you can also have a look -

www.adxstudio.com/.../customer-service

docs.microsoft.com/.../configure-portal

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

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Community Member on at

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Thank you all it was really helpful

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Hi Jad,

Just a side note. Microsoft is not planning on supporting the On-Premise portals software. With Dynamics 365 you can run a Customer self service instance in 30 minutes.

More about On-Premise version:

community.dynamics.com/.../microsoft-dynamics-365-portals-source-code-available-for-on-premise-customers

So for future use you should consider your Cloud/On-Premise strategy for Dynamics.

Best Regards,

Pascal

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