We have considerable experience in creating bespoke portals, where less conventional customer access is required. These integrate seamlessly with Microsoft Dynamics 365, providing real-time information to third parties.
Examples of where we have helped Customers include:
During the design of Portals we spend considerable time understanding our Customers’ exact requirements, focusing our proposed solution key success criteria:
If your web site allows Customers to raise sales enquiries or open support cases, we can integrate this directly with your Microsoft Dynamics CRM system to create new records. Once created within your system we can use the powerful process management tools within Microsoft Dynamics CRM to assign the enquiry, automatically reply to the Customer and start an SLA clock. This ensures that Customer interaction from your web site is quickly and accurately tracked.
Microsoft Dynamics CRM’s email monitor allows us to process emails sent to specific emails to create records within the system. For example, emails sent to [email protected] could be automatically processed and create a Case.
Following Microsoft’s acquisition of ADXstudio, Microsoft Dynamics 365 ‘Plan 1’ now includes one web portal. This in integrated directly with Microsoft Dynamics 365 and offer a number of fully functional starter frameworks, including sales, service and partner portals. Enabling us to help you get up and running quickly.
All designs use a responsive layout for phones, tablets and PC’s, and can be quickly customised to be rebranded or meet your specific needs. All starter portals include baseline features such as deployment models, authentication and comprehensive web content management tools with easy-to-use, browser-based, front-side editing.