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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...

  or exceptional customer experience it is imperative to provide prompt response to your customers. To achieve that, organizations are providing the option of self-service to their customers. Statistics reveal that 67% of customers prefer serving themselves than talking with a customer service representative.   Considering this very idea of self-service, we will be discussing how Dynamics 365 portal can help you bring more efficiency to your business operations. An outline of all the topics this post covers: What are Dynamics 356 Portals? Dynamics 365 Portal for different user groups Is PowerApps the one and only solution? Ummm.. Maybe not! Meet PortalXpand: Robust features, sleek interface; at an economic price What are Dynamics 356 Portals? I know there’s no point telling you the whole story, but just for the record. Dynamics 365 portals are websites that extend the functionality of your Dynamics 365. Think of them as a booster dose. It’s only going to be more helpful...

  Note: This post is for any B2B finance brand or a direct customer in the finance industry. This post highlights some of the common challenges that a direct customer might face and how they can be solved using a finance portal. For many years now, the finance industry has been undergoing a fundamental shift. Digital transformation is changing the way businesses and customers interact with one another.   Everything is shifting online, be it payments or communication. Innovations and trends are emerging in the industry. Businesses are doing their best to keep up with customers’ expectations and deliver seamless experiences. Understanding your customers’ pain points will help you best cater to their requirements and give your business a competitive edge. Critical areas, which, if kept unattended, can put off your customers A. Customer support You will agree that customer acquisition costs in finance are higher than in other industries. Did you know acquiring a customer can...

  “Companies that fail to invest in vendor relationship management to analyze risks and prevent failures in the first place lose sales, revenue, and market value.” J.M. Smuckers ’ Brand failed to invest in vendor management, effective risk assessment, and proper vendor diligence. The result was a failed product and customers’ trust, which caused them a loss of $400 million in the market value. Why do you think it happened? Because of the failed vendor management process. We often think collaboration, knowing vendors, and strengthening relationships do not affect the business whatsoever. However, it helps to know more about vendors and ensure they deliver quality products and mitigate risks.     Vendor management is crucial, but all vendors are not the same. They may have different requirements and might follow diverse processes. Hence, traditional vendor relationship management practices won’t be effective. To strengthen vendor relationships, you need to implement a mo...

  Access management is a crucial part of any business. It provides improved security but mitigates threats. As your organization grows, you need to provide multiple logins for high-volume users. However, managing high volume users in the Salesforce customer portal is a big challenge. In this post, we will cover all the aspects of understanding high volume customer portal users and how having a custom Salesforce portal can help you easily take care of high volume users.   What are High Volume Customer Portal Users? These users, basically, are portal users with limited access. These users will not have complete access, whether accounts, objects, or records. They are important for an organization that has thousands of portal users. High volume customer portal users include both high volume customer portal and authenticated website license types. Compared with other portal users, high volume customer portal users do not have roles. This further helps eliminate any kind of pe...