24/7 Self Service Access | Customers & Vendors Update Their Microsoft Dynamics Record

Visit Website View Our Posts

The demand for 24/7 self-service speaks directly to a customer or vendors desire to update their contact information with key organizations. They want to be certain their contact record is accurate in your back-office system, Microsoft Dynamics ERP application, to ensure the delivery of valuable goods and services thus avoiding any inaccuracy that could lead to delays or drastic issues in the supply chain. This is why at DynamicPoint we often hear the request to include profile maintenance capability to our SharePoint Customer & Vendor Portals for Microsoft Dynamics AX, GP, NAV and Dynamics 365.

Profile Maintenance

Within the Portal the customer and/or vendor is presented with their profile information as defined on the contact/vendor record directly in Dynamics. They then have the option to edit fields as they see fit, with any validation being applied to ensure their entries are accurate.  As these updates are submitted they can be directly integrated with Dynamics or instead generate a workflow for review.  Upon approval, the contact/vendor record is then updated in Dynamics.  Typically this is also accompanied by email notifications to the customer and those reviewing the changes.

 

The Benefit

By enabling customers and vendors to verify and update their own information, you are not only improving the accuracy of their profile, but additionally saving your organization the time and resources to make these updates.  Not to mention the primary reason of improved customer service by ensuring your goods and services are being delivered to the correct person at the proper address.

https://www.youtube.com/watch?v=LX-x_Dm2Q80

 

By Mike Marcin, DynamicPoint
SharePoint PurchaseInvoiceExpense Portal applications built exclusively for Dynamics ERP & CRM Solutions.

Leave a Comment

Your email address will not be published. Required fields are marked *

This site uses Akismet to reduce spam. Learn how your comment data is processed.

Show Buttons
Hide Buttons
197