Top 8 Reasons to Invest in Dynamics 365 Self-service Portal

Companies have begun to see self-service as the way of the future when it comes to customer support. Customers no longer need to manually record their complaints and wait for businesses to resolve them by calling or emailing them. Now more than ever, businesses are on the hunt for customer service solutions that provide their clients with greater freedom and improve their overall experience. Moreover, they are also looking for ways to automate personnel management, so they don’t have to rely as much on manual operations.

Businesses often aim to provide self-service options to their people, and they do that with a unified self-service portal. A portal can improve the support processes while providing ease to agents. For your better understanding, let’s dive deep into this detailed blog about the Dynamics 365 self-service portal.

What is a Microsoft Dynamics 365 Self-Service Portal?

It is an interface similar to a website or an application where users may access information and resources to solve problems and discover answers. The main objective of this portal is to assist users without human interaction and to save time. Organizations may alleviate some of the strain on their support agents by implementing the system completely.

What Is the Customer Self-Service Portal in Dynamics 365?

As this implies, you can use it to assist your customers in every way possible. Let’s have a look at the following benefits you can offer your customers:

Knowledge Guides

Why allocate your talented resources to spending hours answering customer queries if you can utilize their skillset to accomplish yearly motives? A state-of-the-art portal can set your employee free as you can place relevant guides enriched with knowledge there.

This guide can have all the Frequently Asked Questions (FAQs) and steps to use the system. Since customers don’t need to repeatedly generate and wait for a support ticket to be closed, it contributes to better customer service and satisfaction levels.

Discussion Boards

What if they could not find their answer or have scenario-based questions? Well, they can then connect with the like-minded people and your trained resource via discussion boards. They can ask questions there, and all queries will directly land in your staff inbox, where they actively participate in responding to their issues. Moreover, when staff members respond to queries over an extended period, the responses build up and form a public archive that other people dealing with similar issues may access.

Top-tier Customer Support

Let’s say your customers are still hanging in the air, confused and unable to find the answers. This is where your customer support agents come in! They will talk to them directly while taking the notes and send them to the relevant professionals in a use case format for better assistance.

This is the most crucial part of any business success. If consumers have any issues and can’t find a solution in the information articles, videos, or blogs, they can always contact the customer support team. They will never feel alone and will always be able to reach the appropriate support agent!

What is an Employee Self-Service Portal?

It is quite similar to the customer portal! The difference is that it assists your employees rather than your customers. It allows you to provide convenience to your employees by sharing all the information they might need to solve their day-to-day problems. They will also have a knowledge guide, discussion boards and support.

For example, if an employee reports a system crash, the IT department will assist them in resolving the issue. Similarly, the HR department is usually the go-to for handling any issues related to leave or general queries.

How Can You Assist Your Customers with a Portal?

We have assisted clients in delivering portals for the following purposes, among many others:

• Event Management – online booking and payment.
• Examine online sales and case studies, including partnerships, suppliers, and franchisees.
• Online applications, renewals, and benefit use are all part of membership management.
• HR administration – employee self-service
• Tech support, product assistance, online case management, and warrant escalation
• Case Management: Communicate concerns or issues to support staff.

8 Reasons to Invest in a Portal

Here are the 8 reasons to invest in a portal:

1. Improvements in Efficiency

Ultimately, an efficient portal eliminates the need for internal staff to handle some or all consumer requests and transactions. So, if you run a business that has a high volume of transactions, you can bypass the thread of doing repetitive transactions.

2. Customer Satisfaction

It’s safe to assume that the vast majority of readers will make use of portals at least once in their professional or personal lives. Your customers will be more satisfied with the service you offer when you implement automation in your processes or workflows. You can also collect client feedback to better analyze your customer sentiments.

3. Improved Customer Data

Each time a consumer uses your portal, you get a chance to learn more about them. This lets you cater to their interests and preferences in a personalized way, which in turn increases customer happiness.

4. Provision and Reporting of Documents

A portal allows for the online release of documents to customers, which improves accessibility while reducing the expenses associated with centralized production and distribution. It is also possible to give online dashboards and reports tailored to each customer.

5. Showcase Innovation

The ability to demonstrate one’s capabilities and innovations is a great difference in today’s cutthroat business environment, and a portal provides just that.

With a platform, your customers may trade whenever they want, from any location and on any device. This feature is known as transaction portability.

6. Transaction Portability

It helps you to scale up and down depending on usage. You can also trade without considering geography and time.

7. Regulatory Compliance

Enforcing and demonstrating compliance with general and/or industry regulations, such as data protection or health and safety training and certifications, is an obligation that most organizations have to some extent. In order to bolster the company procedures that mandate compliance, a well-defined platform is highly useful.

8. Seamless Integration

You may gather data and send it to the right business process by integrating your portal with your customer relationship management (CRM), case management (CM), or marketing (marketing) solution.

Discover Why Dynamics Solution and Technology is the Best Choice for Your Customized Portal Development Needs?

By now, you have learned the major reasons to invest in the portal and understood the WHY to immediately implement it. With Dynamics Solution and Technology, you can get a cloud-based fully customized portal that can help you maximize efficiency and strengthen connections with clients. In addition to that, you can also take advantage of the following benefits:

• A single platform for all of your customer and channel partner interactions
• Offers clients convenient self-service options.
• Makes it easier to handle tasks while on the move using a mobile device.
• Strengthens protections by granting access depending on user roles.
• Reduces buyer cycles by assisting in the development of an effective sales funnel.

So, get a fully developed cloud portal now and ensure that your current gateway is ready for the future. Reach us here!