Learn How We Designed a Simple Way to Keep Track of Customer Contacts Having Access to a Disconnected Customer Portal
This article discusses a simple way to track customer contacts with access to a disconnected customer portal. The author describes a scenario where a client wanted a basic checkbox system to keep track of portal users in Dynamics 365. They explain how they implemented a solution using two checkboxes and a workflow. The first checkbox is used by salespeople to request access for a contact, which triggers an email notification to the portal manager. The second checkbox is used by the portal manager to indicate that access has been granted. The author also mentions the use of a dashboard to display a list of current portal users and pending access requests. Overall, the article highlights the importance of following a structured process and designing user-friendly solutions.
Article 15m
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