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What does great customer service mean to you? It is supporting your customers in all the possible ways on time. For example, when they reach out with a question or problem, answering them instantly. “Please hold while we transfer you. You are valuable to us.” This is not what they like to hear. No one wants to be put on hold for a long time. Studies show that 15% of customers hang up after waiting for 40 seconds. It’s essential that you provide them with instant replies, which is challenging as customers prefer different channels for support. They may start their request via phone or call and then move on to other channels. Hence, you should integrate a Dynamics 365 Case management solution that ensures a seamless experience for you and your customers despite the communication channel. It connects everyone in the organization and helps your support team with all the information required to solve a case, including activity history and best actions. Before we begin with the benefits ...

  Sometimes, integrating portals can be difficult. We saw a lot of feedback and questions from customers about the process, so we created a step by step guide on How to Install the Default Portal Add-On for Dynamics 365 . But in case you’ve decided to opt for a third party portal like our Dynamics 365 WordPress Portal, then this blog is for you. We are going to discuss how to install and enable Dynamics 365 WordPress portal in your CRM. A quick overview of the Dynamics 365 WordPress portal: It is a third party portal solution for your business. It helps you provide quality service to your customers round the clock. It makes your team’s work effortless. Let’s see steps to install it. Installation: To install the ‘Dynamics CRM Customer Portal’ plugin, the following steps have to be followed: Step 1: Once you have purchased the plugin, you will get a zip file named DynamicsCRM-Customer-Portal-v3.0.zip. Step 2: Log in to your CRM Account and click on Settings → Solutions Step...

Dynamics 365 has multiple types of portals. Each portal serves its own unique purpose. The one that you need will depend on the use case you have. You can choose the portal that addresses your exact pain points. Here’s a breakdown of the different Dynamics 365 portal examples to help you make the right decision: Customer Self-Service Portal Employee Self-Service Portal Community Portal Partner Portal Field Service and Project Service Automation Portal Major Types of Dynamics 365 Portals Customer Self-Service Portal Customer Self-Service Portal helps you guide your customers even when you are not sitting at your desk. A streamlined knowledge base helps them get answers to their queries when they cannot reach the support staff. The basic availability of a webstore being 24/7, support or assistance should also be available 24/7. Such a self service portal encourages problem solving by providing relevant solutions without the intervention of your staff. This portal includes forums wh...