Overview

The Work 365 Self-Service Portal is a web-based platform designed to help customers manage their account 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:

What Self-Service Portal Includes?

Consumption and Usage

Customers can view consumption and usage data from Azure. More information available here - Consumption and Usage

Licenses

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. More information available here - Licenses

Manage Services

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. More information available here - Manage Services

Invoice History

They can view Billing History, Download Invoices, View Payment Status. More information available here - Invoices

Agreements:

View and Share Customer Agreements that they can accept.

If you are Using Customer Service App:

Document Sharing

Keep a central repository of documents such as SOWs, NDAs, and Microsoft Cloud Agreements (MCA). Reduce the email clutter and silos of information.

Forum

Create a community. Customers can register, join the conversations, and network with other members. More information available here - Forum

Knowledge Base

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. More information available here - Knowledge Base

Support and Incidents

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. More information available here - Support Cases

Update Profile and Company Information

Customers can update personal and business information. Contact information, systems they use, interest areas, communication methods. Stay current with all the relevant information that is needed to service them and know them better. More information available here - Company

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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.