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How Insurance Claims Portals Adapt to Different User Situations

How Insurance Claims Portals Adapt to Different User Situations

by Warren Butler | Aug 26, 2026 | Insights, Portals, Power Platform

Most web portals are built around a user who fits a predictable structure. That includes individual customers to an organisation or suppliers to a business. What portal users see and what functions they can access vary as circumstances and entitlements change, but the...
What Is the Quality Evaluation Agent in Dynamics 365 Customer Service?

What Is the Quality Evaluation Agent in Dynamics 365 Customer Service?

by Daniel Norris | Aug 11, 2026 | Copilot, D365 Customer Service, Dynamics Features, Insights

How do you know whether your service team is consistently delivering good customer service? Most organisations rely on a combination of customer feedback, KPIs and manual case reviews to measure performance. Response and resolution times can tell you a lot, but manual...
Designing a Customer Portal to Reduce Service Requests

Designing a Customer Portal to Reduce Service Requests

by Warren Butler | Jul 31, 2026 | Insights, Portals

In short: A portal reduces service requests when customers can finish what they logged in to do. That means 4 things. Answering questions, showing progress, accessing the records they want to check, and letting users make changes or requests. The case for a customer...
See what your Dynamics 365 portal will look like before you commit

See what your Dynamics 365 portal will look like before you commit

by serversys | Jul 29, 2026 | Insights, Portals

In short: A portal prototype built before scoping lets you see your screens and journeys within days of an initial conversation. You can check we understood your requirements and reorder priorities against something visible, before committing budget. Choosing a portal...
How Web Portals Keep B2B Members Engaged Between Meetings

How Web Portals Keep B2B Members Engaged Between Meetings

by serversys | Jul 22, 2026 | Insights, Portals

Your events programme does its job. People come together, positions take shape over coffee that never would over email, and members go away feeling part of something. But until your next meeting, these relationships might run on newsletters. The work carries on...
How a Portal Keeps Supplier Compliance Current

How a Portal Keeps Supplier Compliance Current

by Warren Butler | Jul 10, 2026 | Insights, Portals

In short: A supplier portal lets suppliers complete their annual compliance declarations online and upload renewed certificates as they expire, with each confirmation tracked in Dynamics 365. Automated reminders replace the email chase, and documents can be checked...
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How can we help?

Get personalised, hands-on support from a trusted Microsoft UK partner with decades of experience helping organisations innovate faster.

Contact us today to discover how we can help your business grow.

Offices

Berkshire Office

Merlin House, Brunel Road, Theale, Berkshire RG7 4AB

London Office

Kemp House, 152 City Rd, London EC1V 2NX

Contact us

Sales:

+44 (0)20 3884 3804

Email:

hello@serversys.com

Support:

+44 (0)1491 870119

Let's Connect


Linkedin ServerSys Page
YouTube ServerSys Channel

We specialise in

Dynamics 365 Consultancy

Web Portals

System Modernisation

Power Platform Services

Dynamics 365 Implementation

Dynamics 365 Adoption

Dynamics 365 Licensing

Digital Transformation

Tools

Dynamics 365 Value Assessment

Dataverse Storage Calculator

Document Processing Calculator

More Information

Privacy Policy

Corporate Responsibility

Anti-Slavery Statement

Data Processing Agreement

ServerSys - Official Microsoft AI Cloud PartnerServerSys - Cyber Essentials Certified

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