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SplashDev Portal is a great way for your customers to access their personal data and to make specific changes related to a product or a service they are using.
The portal provides insight for your customers to data that comes from your Microsoft Dynamics 365. You can provide access to any information you have in your Microsoft Dynamics 365 environment via WordPress or Joomla.
Let’s say that you bought a car from a leasing company. The leasing company has all the customers data collected in Microsoft Dynamics 365 and now has the possibility you provide you with access to your personal data and information like the contract, the car information, how much money you still owe the leasing company, your personal information like name, ID, date of birth, location etc. Even the possibility to make payments from within the personal area is possible.
You decide yourself what the customer can see, modify, or change. The Portal is fully flexible and can be adjusted to your needs and house style. Security is on field level so you can assure that your customer only has access to the information you want to provide to them. With the implementation of two-way authentication, you can be sure that the security is at the highest level.
By using SplashDev Portal you can decrease the number of incoming calls for your call center. Instead of customer calling you to change details or information, they can now access the portal to make these changes themselves. Changes made can go directly into your Dynamics 365 or via an approval process. This will relief the pressure on your call center and increase the customer satisfaction.
SplashPortal is available on a subscription basis and can be used for Microsoft Dynamics 365 on Premise and Cloud versions.
There is a limitation on the number of transactions per day (10,000) if more an additional license will need to be added to your subscription