Seamless integration with Dynamics 365 ERP empowers eShop customer portal to draw upon all necessary business logic, rules and data directly from the ERP. This results in a robust self-service portal for your customers, offering them a powerful platform to effortlessly manage their accounts online.
- Seamlessly connects with Dynamics Business central for enhanced integration.
- Print any reports from business central on customer poral .
- Safely store card profiles for future transactions.
- View AR invoices and pay open invoices using stored cards or credit.
- Effortlessly track shipping status and access tracking information with ease.
- Experience heightened transparency, diminished redundancy, and fewer manual errors through an automated, centralized hub for collaborative efforts.
- Effortlessly initiate, assess, and sanction new customer requests online with a streamlined process.
- Unlock the full potential of Order2Pay with a comprehensive solution at your fingertips.
Key Features of Customer Portal
Real-time updates
Show updates instantly on pricing, shipping dates, comments etc
Seamless Communication
Secure platform with Real-time communication between the portal and NAV.
Upload and Download Manager
Upload/Download functionality for vendors to instantly download, sign and attach documents. Access these directly in their Dynamics ERP profile.
View/ Print Orders, Invoices and Reports
Ability to view, save as pdf or print any historical Quote, Order or Invoices.
Information and Document Management
Unique document management feature allows for display and management of all documents online in Microsoft Dynamics 365.
Display all NAV Quotes, Orders and Invoices
A self service portal with access to all documents online.
Simplified Onboarding process
Secure online registration for your eCommerce business. Process to gather required info/docs and insert your vendors into your ERP.
Dashboard and Statistics
Create Dashboards to view Vendor Performance and Portal Statistics
Alerts and notifications
Set automated email Alerts and Notifications
Frequently Asked Questions
Empower your customers with 24/7 self-service. Explore answers to the most frequently asked questions about our Customer Portal, seamless Microsoft Dynamics 365 integration, real-time account access, order management, invoices, payments, and the features that help deliver an exceptional customer experience.
What is the Dynamics eShop Customer Portal?
Dynamics eShop Customer Portal is a self-service portal integrated with Microsoft Dynamics ERP. It gives customers secure 24/7 access to account details, orders, invoices, payments, quotes, documents, and support requests. Real-time ERP synchronization ensures customers always see accurate, up-to-date information without contacting your support team.
How does the Customer Portal improve customer experience?
The portal enables customers to track orders, download invoices, view account balances, manage payments, access documents, and submit support requests anytime. By providing instant self-service, businesses reduce response times, improve customer satisfaction, and allow support teams to focus on higher-value tasks.
Does the Customer Portal integrate with Microsoft Dynamics ERP?
Yes. The Customer Portal integrates in real time with Microsoft Dynamics Business Central, Dynamics NAV, and Dynamics 365 Finance & Operations. Customer records, orders, invoices, payments, pricing, and account information are automatically synchronized, eliminating duplicate data entry and ensuring information accuracy.
Can customers access invoices, orders, and account information online?
Yes. Customers can securely view order history, invoices, shipment status, account balances, payment history, statements, and other business documents through a single online portal. Real-time ERP integration ensures all information is current and accessible from any device.
Is the Customer Portal secure?
Yes. The portal uses secure authentication and role-based access to protect customer information. Each customer can only view authorized data, while all transactions and account details remain synchronized securely with your Microsoft Dynamics ERP system.
Can the Customer Portal reduce customer service workload?
Absolutely. By allowing customers to independently access account information, invoices, orders, documents, and support resources, the portal significantly reduces routine support inquiries. This improves operational efficiency while enabling customer service teams to focus on more complex requests.
Can the Customer Portal be customized for my business?
Yes. The portal can be customized to match your branding, workflows, and business requirements. You can tailor dashboards, forms, content, navigation, and available features to deliver a personalized customer experience while maintaining seamless integration with your Dynamics ERP.
Does the Customer Portal support mobile devices?
Yes. The Customer Portal features a responsive design that works seamlessly across desktops, tablets, and smartphones. Customers can securely access their accounts, place requests, review documents, and manage business interactions anytime, anywhere, delivering a consistent omnichannel experience.
Empower Your Customers with a Self-Service Portal
Connect your portal with Dynamics ERP to provide real-time access to orders, invoices, and account management.