The Work 365 Self-Service Portal is a web-based platform designed to help customers manage their accounts and services within the Work 365 ecosystem.
The Work 365 Portal Application is an Add-on to the Customer Self-Service Portal in Dynamics CRM.
This platform provides customers with a variety of features that allow them to easily access and manage their information, such as:
Customers can view consumption and usage data from Azure.
Share license keys, renewal dates, and versions of software or licenses that they have procured from you to reduce the burden on sales and service.
Allow customers to view, modify, and manage subscriptions, licenses, and services that they have purchased. These subscriptions can be automatically provisioned by our provisioning engine.
They can view Billing History, Download Invoices, and View Payment Status.
View and Share Customer Agreements that they can accept.
Keep a central repository of documents such as SOWs, NDAs, and Microsoft Cloud Agreements (MCA). Reduce the email clutter and silos of information.
Create a community. Customers can register, join the conversations, and network with other members.
Customers can find documentation and information related to applications, services, and licenses that they have purchased. Agents and solution experts can collaborate to create these content articles. Establish your authority and get more inbound leads by enabling SEO.
Enable your customers to submit tickets. The portal surfaces relevant knowledge base and help articles. This empowers and educates customers and reduces case volume. Case Management is integrated with Dynamics 365. Manage the status and life-cycle of support and incidents.
Customers can update personal and business information. Contact information, systems they use, interest areas, and communication methods. Stay current with all the relevant information that is needed to service them and know them better.
This Self-Service Portal is designed to be user-friendly and easy to navigate, making it simple for customers to access and manage their information.
Updated 3 months ago