Customer

Customer Self-Service Portal

A secure portal where customers can raise and track requests.

A Power Pages portal connected to your case management so customers can submit, track, and update requests themselves.

The problem

Customers email or call for simple updates, which overloads service teams and leaves customers waiting.

How this solution helps

A Power Pages portal connected to your case management so customers can submit, track, and update requests themselves.

Key features

What is included

The capabilities that make up the solution, adapted to your environment during delivery.

  • Secure sign-in

    Customer accounts with appropriate authentication.

  • Request submission and tracking

    Customers see status without calling.

  • Knowledge articles

    Searchable answers that reduce repeat questions.

  • Case system integration

    Requests flow straight into your service workflow.

  • Branding and accessibility

    Designed to match your brand and accessibility expectations.

Supported platforms

Built on platforms you may already use

Tools & products

  • Power Pages
  • Dataverse
  • Dynamics 365 Customer Service

Final tooling is confirmed after we review your environment.

Use cases

Where this solution fits

  1. Service requests and complaints

    Give customers one place to raise and follow issues.

  2. Permit or application tracking

    Show applicants where their submission stands.

  3. Order and account queries

    Reduce routine calls with self-service.

Implementation requirements

What it takes to get started

Scope, effort, and timeline are confirmed after a discovery conversation about your environment.

What you need in place

  • A case or request process to connect to
  • Decisions on customer identity and sign-in
  • Content for knowledge articles and branding

Who we work with

  • Service operations lead
  • Content owner
  • Identity and security contact

What we deliver

  • Portal configured and branded for your organization
  • Integration with your case process
  • Testing with representative customers
  • Admin and content training

See Customer Self-Service Portal in action

Request a demo and we will show how it works and how it could fit your environment.