CRM Customer Service Portal

Product Overview

DynamicPoint's CRM Customer Service SharePoint Portal solution provides businesses with the ability to deliver case management portal capabilities to their customers while managing the process within Dynamics CRM. Are your customers currently calling or emailing you to create or determine the status of their service cases? Improve customer satisfaction with the ability to create, update and track status of service cases on demand. Customer updates performed in the SharePoint portal are automatically reflected in your on-premise, Microsoft Dynamics CRM Online or partner-hosted deployment.

Comparison

We recognize that there are several solutions available in today's marketplace for managing your company's Customer Service process. The goal of our offering is not to compete with the other providers, but instead provide an alternative. Whether other products are traditional on-premise or software-as-a-service offerings they all have one thing in common, they are stand-alone applications that must be configured and managed independently. DynamicPoint takes a different approach by building applications entirely within SharePoint. Please see the chart below for how we compare:

	DynamicPoint CRM Customer Service Portal	Dynamics CRM Accelerator
Case Management
Create and edit customer service cases	X
View existing active and closed cases	X	X
Add supporting notes and attachments	X
View open and closed activities for the case	X
Content Management
Attachments stored in SharePoint document library	X
Leverage out-of-the-box SharePoint functionality for customer announcements, blogs, and document management	X
Administration
Assign Portal User and Administrators using SharePoint's native integration with Active Directory	X
Supports Active Directory and Forms Authentication	X	X
Deploy as a standard SharePoint solution	X