Customer Portal for Dynamics 365 Business Central

Customer Portal for Dynamics 365 Business Central is a self-service portal integrated with Microsoft Dynamics 365 Business Central and Dynamics 365 Finance and Operations. The solution enables organizations to provide customer account access, transaction visibility, and Order to Pay processes using ERP data and business logic.

The portal provides controlled access to customer information, documents, and transactions while maintaining Microsoft Dynamics ERP as the system of record.

Integration and Data Access

• Customer portal integrated with Microsoft Dynamics ERP
• ERP business logic and data used within the portal

Customer Self Service and Account Management

• Self-service access for managing customer accounts
• Online customer request and onboarding workflows
• Dashboards for customer activity and portal usage

Transactions and Financial Visibility

• View AR invoices and pay open invoices using stored payment methods
• Secure storage of customer payment profiles
• View, save, and print quotes, orders, invoices, and reports

Order and Shipment Visibility

• Access to pricing, shipping status, comments, and transaction updates
• Shipment tracking and order status visibility

Document Management

• Upload, download, and manage customer documents
• Centralized document management within Microsoft Dynamics

Communication and Notifications

• Alerts and notifications for customer activity and transactions

Order to Pay Support

• Support for Order to Pay processes using ERP workflows
  
  

Platform Support

• Built for Dynamics NAV, Dynamics 365 Business Central, and Dynamics 365 Finance and Operations

Supported Editions

• Supports Essential and Premium editions of Microsoft Dynamics 365 Business Central.

Supported Countries

• Most countries

Supported Languages

• English (United States)
• All languages supported by Microsoft Dynamics 365 Business Central
  
  
  For more information, please visit our website: Customer Portal