Develop ability for a Customer collaboration portal or workspace similar to the Vendor collaboration that was released. I could not find any mention of a customer portal for Dynamics 365 for Operations to be released.
Comments
Hi.. Is there an update to this? We have a customer who is looking for this function in the Dynamics 365 F&O.
Regards / Sam
Category: Sales and marketing
Could I get an update on this? We are about to progress on extending the Vendor portal to Customers. (As a custom extension)
Category: Sales and marketing
This is an important function for us. But we remain hopeful. The functionality is there for Vendor Portal. Please give us an update on "features not implemented by not deprecated". We are currently looking at copying the Vendor portal Security model, for Customers. But would much prefer it came from Microsoft directly.
Sincerely,
Craig Gorman
Australia
https://docs.microsoft.com/en-us/dynamics365/unified-operations/fin-and-ops/get-started/ax-2012-features-not-implemented-but-not-deprecated
"Customer self-service (CSS) CSS lets you create approved customer records. It also allows users to view selected product catalogs, order items, and view the status of invoices. Additionally, CSS provides the ability to create and follow return orders."
Category: Sales and marketing
Can we develop it internally and use the "external users" as no required license users? Like the vendors one¿
Category: Sales and marketing
Is there an update to this? IT says "under review". We have customers that are requesting this functionality. I like how the vendor collaboration works, just need a customer collaboration that does the same thing for the customer. Thanks, John
Category: Sales and marketing
Third party ecommerce packages are expensive as well as implementing the Retail server if you have no other need for it. Most of our competitors have a customer self service feature. If we have it for vendors, then certainly we need it for customers.
Category: Sales and marketing
When considering this, pls also include the option of "Self-service quoting" incl. configuring a Quotation Line using the Constraint based Product Configurator.
Category: Sales and marketing
There are multiple ideas for the customer portal. We just need one - it should be a better customer experience than the enterprise portal.
Category: Sales and marketing
Olga Turovceva Mulvad (administrator) on 5/11/2021 2:07:49 PM
The Customer Portal has been completed and made generally available. Please checkout this link to MIcrosoft docs to learn more Customize and use the Customer portal - Supply Chain Management | Dynamics 365 | Microsoft Docs