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Dynamic Solution: How Business’s Succeed with a Custom-built Dynamics Portal

39% of companies using Dynamics 365 Customer Service report an increase in customer satisfaction. If you’re looking to streamline your third-party operations and improve your customer service, you’re in luck!  

In this blog, we’ll explore how one such business achieved success with a custom-built Dynamics Portal solution. Get ready to be inspired!! 

What is Dynamics Portal?

Imagine a business struggling to provide more efficient customer support. Enter Dynamics portal, a web-based platform enabling businesses to provide a personalized, self-service experience to customers, partners, and employees.  

This revolutionary tool empowers businesses to communicate with customers, manage their pipelines, and access sales-related records. Microsoft offers an array of learning paths to get started with Dynamics 365, including modules on digital transformation, business applications, artificial intelligence, and mixed reality.  

Features and Benefits of Dynamics Portal

Dynamics Portal is a revolutionary tool that empowers businesses to offer a personalized, self-service experience to their customers, partners, and employees. With its myriad of benefits and features, Dynamics Portal transforms the way enterprises approach customer support. Let’s explore some key advantages of this game-changing tool. 

Benefits of a Dynamics Portal Solution for Third-Party Operations:

  • Reduction in support requests 
  • Improved customer service experience 
  • Relevant knowledge base articles 
  • Easy management of vendor contacts 

Key Features of a Dynamics Portal Solution:

  • Personalized branding 
  • Integration with existing systems 
  • AI-driven case management

Interested to read in detail about its features and benefits? Check it out here.

In the upcoming section, we’ll delve into a real-life example of a business that found success with the Dynamics portal. 

Dynamics Portal in Action

Dynamics portalIf you’re anything like me, you love a good success story. So, let’s dive into some case studies of businesses that have used custom-built Dynamics Portal Solutions to streamline their third-party operations. 

The Client 

For instance, let’s talk about the Fenix Group- a US-based manufacturing company that creates paints and coating solutions aimed towards addressing the most complex application challenges in the specialty performance coatings industry. Before Microsoft Dynamics 365 adoption, the client was using a traditional MS Excel-based manual entry system which was too hectic and prone to a lot of errors. On top of that, the company was using a legacy application to manage incoming cases which resulted in an overall lack of insights and report generation. 

The Solution

To modernize their customer service and boost their service efforts, our team at Beyond Key custom-built a new Case management system using the Microsoft Dynamics 365 Customer Service module. The solution provided features like automatic case creation, case life cycle insights, customer portal integration with case management, case status, progress, and live tracking, reports and dashboards for cases, closure, open, assign, follow up reports, live status notifications, primary contact with associated contacts, product management with product ID, and associated details which act as a repository. 

The Results 

And the results? Case automation and progress tracking in real-time, auto notifications for new cases are sent over to MS Outlook or MS Teams channel, cases are resolved more easily and save time, better interdepartmental communications, especially for remote teams, and multiple case insights can be viewed through dashboards to view completed and pending cases. 

If you’re not impressed yet, let me throw in some stats for good measure. According to a study, companies that use Dynamics 365 Customer Service see a 39% increase in customer satisfaction, a 44% reduction in wait times, and a 34% improvement in interdepartmental communication. 

What Clients Say 

But don’t just take my word for it. Testimonials from satisfied customers speak volumes about the effectiveness of Dynamics Portal Solutions. One client stated, “Beyond Key’s Dynamics 365 solutions helped us streamline our customer service operations, resulting in faster ticket resolution times and increased customer satisfaction.” Another client said, “The portal’s integration with our case management system has allowed us to provide real-time updates to our customers, which has drastically reduced wait times and improved our overall service experience.” 

So if you’re looking to modernize your customer service, streamline your operations, and improve your customer satisfaction, Dynamics Portal Solutions may be the answer you’re looking for.  

Next Steps 

The above example is just a glimpse of what Dynamics Portal can do for businesses of all industries. This powerful tool can supercharge your customer support and streamline your marketing, customer service, and vendor management processes.  

Schedule a free 1-hour CRM consultation with Beyond Key’s experts to get practical tips on scaling your engagement efforts across channels.

Empower your enterprise to reach new heights with Dynamics Portal.