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DTSTART;TZID=America/Los_Angeles:20250128T120000
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SUMMARY:WEBINAR: Customer Portal for Service Industries
DESCRIPTION:[et_pb_section fb_built=”1″ _builder_version=”4.16″ global_colors_info=”{}” collapsed=”off”][et_pb_row _builder_version=”4.16″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” hover_enabled=”0″ global_colors_info=”{}” sticky_enabled=”0″ collapsed=”off”][et_pb_column type=”4_4″ _builder_version=”4.16″ custom_padding=”|||” pac_dcm_carousel_specific_module_num=”0″ global_colors_info=”{}” custom_padding__hover=”|||”][et_pb_text _builder_version=”4.27.4″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” global_colors_info=”{}”]\nJoin Mike Marcin as he features the DynamicPoint Customer Portal specific to the service industry. This session will look at the current portal functionality that is popular amongst DynamicPoint customers in the service industry.\nThis will include the following applications of the portal:\n\n	table.tableizer-table {\n		font-size: 13.5px;\n		border: 1px solid #CCC; \n	} \n	.tableizer-table td {\n		padding: 4px;\n		margin: 3px;\n		border: 1px solid #CCC;\n	}\n	.tableizer-table th {\n		background-color: #808080; \n		color: #FFF;\n		font-weight: bold;\n	}\n\n\n\n\nFeature\nDefinition\n\n\n\n\nFinancial Management\nView / Print / Pay invoices and statements, monitor due date and discount status, update ACH / payment details, application of credit memos.\n\n\nSupport\nView / Edit / Create service orders, check order status, print call status, update resolution, view / schedule appointments and resource assignment.\n\n\nData Management\nView / Edit customer contact information, including addresses, phone, personnel, tax registration.\n\n\nContract Management\nStorage and maintenance of customer contracts and documents, expiration and renewal, electronic signature capture.\n\n\nAsset Tracking\nDisplay inventory of assets and equipment assigned and utilized by customer. Include maintenance schedules and asset tracking.\n\n\nAppointment\nBook service appointments, show schedule of existing appointments, reminder workflows and notifications.\n\n\n\n\nAfter reviewing each of these portal use cases we will then highlight real-life customer portal sites and investigate how they put their SharePoint portal to work!\n[/et_pb_text][/et_pb_column][/et_pb_row][/et_pb_section]\n
URL:https://www.dynamicpoint.com/events/upcoming-webinar-customer-portal-for-service-industries/
CATEGORIES:On-Demand Events
ATTACH;FMTTYPE=image/jpeg:https://www.dynamicpoint.com/wp-content/uploads/2025/01/DP-PORTAL-INDUSTRY-WEBINAR-SERIES-8.jpg
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