Customer portals

A common type of website is a so-called customer portal. This is an environment available via the Internet where your customer can view his data from Dynamics 365 CE/CRM and often also edit and create it.

Of course, these types of environments are protected by a name and password combination and they usually have to do actions such as changing address details, reporting malfunctions, viewing invoices etc.

A big advantage of such a portal is that your customers can access CRM data without needing a user license. That, of course, saves a lot of costs.

Besides experience with building client portals based on Dynamics 365 Portals (previously ADX Portals), we have also worked extensively with customizing and integrating these types of environments into existing websites.

Feel free to contact us to see what we can do for your company.