| Anum Batool
With Dynamics 365 portal, you can overcome your industry’s challenges, improve collaboration, and enhance communication. The main advantage of this versatile portal is that you can access it from any device anywhere, which makes operating and performing actions even more manageable.
It provides helpful features like:
Role-based Access
You can use this to limit user access. If you have confidential client data that you do not want to pass on to your juniors, you can restrict them from opening those files.
Separate Login
With this feature, your team, you, and your clients can have a separate login space where you can manage activities, files, data, and more in your individual spaces.
Automated Workflows
With this feature, you can send your clients personalized welcome or thank you emails. You can send inquiry forms with FAQs and request feedback at times automatically. It will reduce manual struggles.
Centralized Solution
It manages all the data and operations in one place, which is easy to access anytime.
Case Management
It includes database research, case filing systems, third-party integrations, workflows, file attachments, etc. Everything you need for individual cases can be managed easily in one place.
Data Sync and Internal Chat Options
These features help internal team members communicate efficiently among themselves and their clients. You can also share files in the chats without worrying about safety because the portal has your back.
Quick Information Search
It enables you to search and find clients’ files within seconds.
Digitalization
Get rid of paperwork with digital documents.
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