Portal Management in Dynamics 365
Integrating your Dynamics 365 solution with the web. Connecting your business with the world.
Web portals are a great way to extend Microsoft Dynamics 365 by sharing selective data with non-CRM users, or provide employees with additional collaborative features.
At Cased Dimensions, we have pioneered the Self-Service Portal Management in Dynamics 365. It provides a more responsive user experience than the standard Service Manager version and is compatible with PCs, laptops and mobile devices. It is the true ERP Self Service Portal.
When designing the portal, we focus on the employee. The experience is much like shopping on Amazon or any good retail site. The user picks the item or service that’s required, completes questions as defined by the business and goes to checkout. It’s as simple as that.
The business benefits of this approach are:
- Speed of the portal is lightning fast
- The “open case” process is automated, freeing up employees who would otherwise have to answer a phone to log the issue
- A business specific process tailored to the user request is invoked
- It’s fully audited & compliant
- Once submitted each step will be audited against the person who performs the task, how and when.
- User receives confirmation on all questions and answers whilst all questions and answers are presented in the “Case”
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If you want to see costs fall and productivity increase, contact us to find out how we can help.
Our existing system was quite antiquated, and it was a challenge to see it through a different pair of eyes. Cased Dimensions were very good at enabling us to do that.
Hudson Schwarz
IT Service Manager, Equiniti
Our existing system was quite antiquated, and it was a challenge to see it through a different pair of eyes. Cased Dimensions were very good at enabling us to do that.
Hudson Schwarz
IT Service Manager, Equiniti
Some of our clients include:
Why not challenge us to help you?
With our expert people and market leading services, we help you to get more from your technology. This leaves you to concentrate on what you do best, knowing that your business is future proofed, and your investments are protected.
With our expert people and market leading services, we help you to get more from your technology. This leaves you to concentrate on what you do best, knowing that your business is future proofed, and your investments are protected.
