We have built helpdesk / Ticket management system or Customer portal for Dynamics CRM. It has many features.
CRM Component Features
1. Customers are maintained
in MS-CRM as Accounts and Contacts.
2. Each customer (CRM
Accounts) may be associated with product/ service. Multiple products can be
associated with customer.
3. Web portal is designed for the customer that is defined in MS-CRM as contacts.
4. For proper running of
web portal, Products needs to be associated with subject.
5. Each customer (account)
will have at least one primary contact and other contacts (optional).
6. Customer’s contacts,
including account’s primary contact may be designated as “Support User”. This
provides the contact with the privileges for product/ service case registration
and tracking. This facility is accessible within MS-CRM and through web portal
components.
7. By default, account’s
primary contact is support user.
8. Support professional can
view/ maintain case specific history through case communication customization/
notes.
9. Through case
communication customization, email to case owner is sent.
10. Support professional can
view/maintain the user responses with attachments.
11. Support professional/
Client’s case specific communication is maintain through case notes.
12. By default, all records
created are owned by system administrator.
13. CRM Component can run
independently and in association with web portal component.
14. Sending email on forgot
password
15. Sending email on case
creation / updating
16. Email internal domain
users & External users accounts
17. Sending email to parent
account address for intimation
Regards, Imran [MVP CRM] = https://mvp.support.microsoft.com/profile/imran.mustafa MSN/IM= mscrmexpert@gmail.com SKYPE= mscrmexpert BLOG= http://microsoftcrm3.blogspot.com Linkedin = http://www.linkedin.com/in/mscrmexpert Twitter = @mscrmexpert
