Business Portals

Secure customer and partner portals with direct access to selected data from Microsoft Dynamics 365 Business Central.

Customers and business partners often require up-to-date information such as order status, invoices, delivery notes, or account balances.
Sharing this information manually via email takes time, creates delays, and increases support effort.

Business Portals provides self-service access to relevant Business Central data via a secure web portal available anytime and from any device reducing manual communication and improving collaboration.

Self-Service Access

Business Portals allows external users to view business data directly from Business Central, without requiring them to have a Business Central license.
Role-based permissions ensure that users only see the data intended for them.
This reduces support requests, improves transparency, and allows customers to serve themselves.

Business Portals core features

• Customer & partner self-service portal directly connected to Business Central
• Real-time access to selected business data no data replication required
• View orders, quotes, deliveries, invoices, service data, account balances, and more
• Role-based access and permission control, ensuring data security
• Customizable branding to match your corporate identity
• Online request & approval workflows (e.g., order releases or information requests)
• Mobile app with optional white-label branding for your organization (Mobile App)
• Optional multi-factor authentication for enhanced security
• Portal can be hosted in Microsoft Azure or in your own environment
• Publish and share documents stored in Document Central, such as invoices, delivery notes, contracts or service reports (Document Central)

Why extend Business Central with Business Portals?

• Reduce manual communication and repetitive support requests
• Improve customer satisfaction through quick and transparent access to information
• Enable 24/7 access to business data without extra Business Central licenses
• Strengthen collaboration with suppliers, partners, and field teams
• Increase efficiency and reduce administrative workload
• Maintain security and control with role-based data access

Empower customers and partners

Provide the information they need anytime, anywhere, securely.