PROJECTS | Self-Service Portal for Customer Support
Self-Service Portal for Customer Service
We streamlined customer service for our client with an easy-to-use self-service portal. The portal simplified the processes for case registration, document uploads, and direct communication with customer service, resulting in faster case handling and improved oversight.
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Self-Service Portal for Customer Service
We have developed an efficient self-service portal for a leading carbon capture company. The portal provides customers with easy access to register cases, upload documents, and communicate directly with the customer service team, resulting in faster case handling and better oversight.
Technologies we used:
To realize this solution, we used the following technologies:
- Microsoft Power Pages: The platform that enabled the creation of a responsive and user-friendly portal.
- Copilot Studio Virtual Assistants: Integrated to provide customers with automatic assistance when registering cases.
- Dynamics 365 Customer Service: Handled all customer inquiries in a structured manner and provided the customer service team with the tools they needed for efficient case management.
- Dynamics 365 Custom Tables: Used to customize the solution to meet the customer's specific needs.
- Custom web roles: To ensure the correct access levels for different users and manage the portal's content in a secure and efficient manner.
OVERVIEW
We developed a customer support portal for carbon capture to streamline the client's self-service processes.
With a user-friendly platform built on Power Pages, integrated with Dynamics 365 Customer Service, customers can easily create cases, track case progress, and maintain continuous contact with customer service. This enhances accessibility and improves the overall user experience.
SCOPE
The project included developing an intuitive interface in Power Pages and custom tables in Dynamics 365 for precise case tracking and secure document management.
The portal provides a dedicated channel for case management, with real-time updates that ensure seamless information flow between the customer and the customer service team. The result is an optimized experience that reduces wait times and enhances communication.
SOLUTION
Using Power Pages and Dynamics 365, we have created a solution that provides carbon capture clients with full real-time visibility over their cases. Custom tables ensure that the solution meets specific data requirements, while the user-friendly design makes it easy for clients to manage their cases.
This solution has increased transparency in processes and reduced response times, resulting in faster and more efficient case handling and higher customer satisfaction.
