Get your Business Back with Retail Customer Portal

Get your Business Back with Retail Customer Portal

Hiral Thaker

January 1st, 2021

Covid-19 started and disrupted everything. It changed our normal, outing habits, shopping habits, and more. 2020 is about to end and here we are trying to adapt to the new post covid era.

It has changed the way we shop and the way business runs. This year in March most retail store owners had to close their shops because of the pandemic. And since then many things have changed for you and your customers.

Many people started to opt for online shopping and this made online businesses huge profits whereas retail owners a huge loss. Let’s see some of the major issues retails shop owners face:

Closing all shops:

A major issue the pandemic brought was closing all the retail stores. It took away lots of opportunities for the daily earnings of shopkeepers as well as employees. Many companies were not able to even provide basic support to their employees. The sudden lockdown across the globe helped in decreasing the carbon footprints but also affected the revenue of the retail store.

Lost touch with customers:

Another issue which businesses face is losing touch with customers. Shops are closed and one needs to stay indoors come what may. This made it very difficult for shop owners to come up with business continuity plans, serve their customers, and be in touch with them. Additionally, this also made customers lose trust in businesses and hardly buy anything from in-store shops.

Challenges of taking the business online:

This is one of the biggest issues that many businesses faced. Finding the right technology partner, taking the entire inventory online, building websites/apps, etc. all these things are challenging and takes a lot of time to make your presence online. Many retail owners don’t know how to do it and whom to reach out to.

Bad customer service:

After all the hard work you finally took your business online but still struggled to serve customers. All these struggles result in having bad customer service. And bad customer service results in losing your customers.

Lack of faith of people in purchasing things in a person:

Now customers are less likely to step into stores and make any purchase. And as a business owner, it becomes difficult to get customers in-store and purchase. They are very likely to prefer online solutions for their safety and convenience.

But, the post covid era has helped a lot in understanding new ways to keep the business going. So, now let’s see how you can open the retail stores in this post covid era:

One of the biggest examples is from Apple:

“We’re also taking some additional steps in most places. Face coverings will be required for all of our teams and customers, and we will provide them to customers who don’t bring their own. Temperature checks will be conducted at the door, and posted health questions will screen for those with symptoms — like cough or fever — or who have had recent exposure to someone infected with COVID‑19. Throughout the day, we’re conducting enhanced deep cleanings that place special emphasis on all surfaces, display products, and highly trafficked areas.”

There are some of the basic and first step solutions to restart your business and gain your customers’ trust back:

Curbside pickup:

You can provide your customers with this exclusive feature right inside your retail customer portal. Your customers can select the date, time, and store location. At that specific time, your employees can go to the parking area and provide them with all their products. This requires less contact, saves everyone’s time, and helps your business to work smoothly.

Scheduled delivery:

Let your users select their preferred date and time for the delivery. This again will be a win-win situation for you, the customers, and the delivery person. The delivery person doesn’t need to do anymore back and forth to the customer’s place nor do customers need to wait the whole day to receive their delivery. Hence, it saves time, fuel, and helps you provide over the top customer service.

Provide multiple delivery options:

Provide your customers with multiple delivery options like curbside, in-store pickup, or home delivery. Customers can select which delivery option is comfortable for them. You can provide them this feature either on every product page or during checkout. Provide more ease while shopping without thinking much about delivery options. This will help you to retain customers and also attract new ones.

Online payments:

In the post covid era, it is better and also recommended to avoid cash on delivery to avoid transmitting the virus. Keeping the safety of your delivery person, customers, and provide your customers with online payment. Now, using the Dynamics CRM customer portal for retail you can integrate an online payment gateway for your customers. Let them link it with their bank accounts and allow them to make an online payment.

Maintain customer directory:

Maintain a directory of your regular customers so you can send them exclusive offers and promotions. You can send them special offers and promotional offers directly from the Dynamics CRM customer portal for your retail business.

Cater to them, make them feel special with your services, and keep them coming back to your store.

Manage invoices:

Your Dynamics 365 customer portal can handle invoice generation. Rather than printing bills and sending them to each customer, you can show them invoices of their purchased products directly in the portal or send them via email. This helps you to provide all the detailed information to your customers and also do your bit for the environment.

Limit people in store:

Limit the number of people allowed in the store. This will help you to maintain social distance and gain customer’s trust. Many retail companies have started doing this and it has helped them to get their customers back in the shop.


This year has been tough on all of us in some way or another. But, how to find a way from it, move ahead, and grow your business is the key to success. Implement these steps and use the Dynamics CRM customer portal to its full potential to move ahead in your business, gain your customer’s trust, and try to adapt to the new normal.


About Us:

CRMJetty is a hub of innovative customer relationship solutions. Our tools ensure that you can render enhanced interactions at each stage of your customer lifecycle. So, if you are searching for the right customer portal solution for your company, then we can help you. We have served in this industry for over a decade and have built many portals that have helped our customers. Get in touch with us and we will help you develop a custom web portal solution for your business.

All product and company names are trademarks™, registered® or copyright© trademarks of their respective holders. Use of them does not imply any affiliation with or endorsement by them.

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