Microsoft Dynamics CRM Customer Portal
with the documents, not just the records.
Their opportunities, quotes and orders, and the documents attached to each one, on a login you own. It reads live from Microsoft Dynamics CRM, and from SharePoint where the files usually sit rather than in Dynamics itself.
Dataverse and SharePoint are two different problems and a portal usually has both. Fixed-price scope, an Australian team, and support after it goes live.
Covers Dynamics 365 Sales, Dynamics 365 Customer Service and Dynamics CRM on-premise.
- No per-user fee Portal logins do not cost Microsoft Dynamics CRM seats
- 18+ yrs Building business software
- Fixed Price scopes, no surprises
- You own it Code, docs and credentials
Built here. Your data stays here.
- No offshore development. Everything is written by our own team in Australia. Nothing is subcontracted overseas.
- Your data stays onshore. Hosted in Australia, on infrastructure you own, under Australian law.
- Every state, not just ours. Perth, Melbourne, Sydney, Brisbane, Adelaide and everywhere between.
What your customers see
What your customers see in a Microsoft Dynamics CRM portal
Every screen reads live from Microsoft Dynamics CRM, so the figures match because they come from Microsoft Dynamics CRM rather than from a copy somebody refreshes.
- Their opportunities, quotes and orders
- Cases, updates and resolutions
- Documents, including those held in SharePoint
- Forms writing back to the correct Dataverse table
- Account and contact details they maintain
Who logs in
Editions covered
What people ask us for
Start with the job your Microsoft Dynamics CRM portal has to do
The same portal gets asked for in six different ways depending on where you are up to. Select any one to read how we approach it.
One place, one view
Your customers should not need three logins
Microsoft Dynamics CRM holds part of the picture. The rest is in the job system, the CRM, the payment gateway and wherever your documents live. A portal that only reads Microsoft Dynamics CRM hands your customer a fragment and sends them back to the phone for the rest.
We join them. One login, designed to your brand, showing a complete account view built from every system that has a piece of it.
- SharePoint, where the documents usually actually live
- Your accounting system, so invoices and payments sit beside the account
- Your delivery or job system, for what happens after the sale
- Payment gateways, so paying in the portal reconciles correctly
- Your website or app, so the login is part of your brand rather than beside it
How it works now
Every question lands on your desk
- Customers ring or email to ask the same questions
- Somebody exports from Microsoft Dynamics CRM and sends it out
- Chasing takes a person the best part of a day a week
- No record of who was told what, or when
After
Customers look it up, straight from Microsoft Dynamics CRM
- Available any time, straight from Microsoft Dynamics CRM
- Nothing rekeyed, because it is read rather than copied
- Anything they submit posted back where you want it
- An audit trail of who saw what and when
Scoped and quoted before you commit. You own the code, the documentation and the credentials at the end of it.
Get a fixed-price scopeQuestions owners ask about a Microsoft Dynamics CRM portal
Is this the Microsoft Dynamics CRM login?
No. The Microsoft Dynamics CRM login is where you and your staff work. This is a separate portal you own, for your customers, that reads and writes your Microsoft Dynamics CRM data. Your customers never get access to Microsoft Dynamics CRM itself.
What can customers actually see?
Typically their opportunities, quotes and orders, cases, updates and resolutions, documents, including those held in sharepoint. What they cannot see is anything else, because the portal only ever requests the records belonging to that contact.
What is the hardest part of Microsoft Dynamics CRM portal work?
Dynamics stores its data in Dataverse, and documents are frequently in SharePoint rather than in Dynamics at all. A portal that shows a case but cannot show the attachment on it is half a portal, so where the documents actually live is settled early. Older on-premise CRM installs are a different integration path again.
Do we need a licence for every portal user?
No. The portal reads through the API under one connection, so the number of customers logging in does not change what you pay Microsoft Dynamics CRM. That is usually the reason a custom portal costs less than the alternative once you have more than a handful of users.
Will it slow Microsoft Dynamics CRM down or put our data at risk?
The portal reads through the API rather than touching your system directly, so day-to-day use is unaffected. Writes are limited to what you approve, and everything is logged so you can see what changed and when.
How long does it take?
A straightforward portal over Microsoft Dynamics CRM is usually weeks rather than months. We scope it and quote fixed-price before starting.
Sending your details…
You can stay on this page while we send it.
Tell us what your customers keep ringing about
Which Microsoft Dynamics CRM edition you are on, roughly how many customers would use it, and what they most often ring about. We will come back with a straight answer and a fixed-price scope.
Prefer a quick chat? Call 0425 531 127. We answer the phone in Perth.
