The Portal Company
The Portal Company

Dynamics 365 Customer Portals

We provide specialist web development and Microsoft platform expertise to deploy tailored customer portals that enhance service quality and operational efficiency.

Discuss your requirements

Benefits of Our Customer Web Portals

24/7 Access

Remove time constraints, empowering customers to find answer at any time.

Reduces Cost

Self-service capabilities deflect service requests, minimising the need for live-agent interactions.

Enhanced Experiences

Boost client satisfaction by using connected Dynamics 365 data to personalise portal content.

Consistent Knowledge

Ensure that each customer has access to the same information as your internal teams.

Customer Portal Specialists

We use our expertise with Dynamics 365 and the Microsoft Power Platform to design client portals that enhance service experiences.

  • Careful planning ensures your portal will work alongside your customer relationship management system.
  • Our portal will be tailored to fit your unique processes and scale with you.
  • We stay at the forefront of technology, adding innovations like AI conversational chat to ensure your portal is a bridge to enhanced customer engagement and satisfaction.

Partner with The Portal Company to implement a secure website that is as agile and adaptable as your business demands.

Examples of a Customer Web Portal Solution

Why Choose The Portal Company 

  • We specialise in creating tailored portals using connected Microsoft technology.
  • Our team embraces complex projects that other agencies avoid.
  • Proven expertise in building websites that integrate with key systems and data sources.
  • Senior developers with 15+ years of Dynamics 365 and portals experience.
  • No offshore teams - we offer UK-based consultants and developers.

Customer Success Story

“The Portal Company was able to deliver a platform that was fully integrated with Dynamics 365. The transition and go-live was a smooth process, and they went beyond the call of duty to ensure everything worked.”

Rob Elliott, Global Head of Operations at Tellimer.

We are trusted by...

Pool Re Logo ODPA Logo Cycling UK Logo Toyota Logo Sciensus Logo Accredo Logo Healthcare rm logo Stellar Logo

Our Microsoft Portals Expertise

We use Microsoft technology to create secure, data-powered websites that modernise processes and delight end users. Our portals are built using products that include:

Power Pages Icon

Power Pages

Customising adaptable templates to specific portal requirements while ensuring functionality and design finesse.

Azure Icon

Azure Blazor Apps

Offering vast customisation options for sophisticated portals, ensuring scalability, security, and comprehensive integration.

Power Automate Icon

Power Automate

Increasing scale and efficiency by triggering automated actions in response to portal interactions.

Dynamics 365 Icon

Dynamics 365

Seamlessly integrating business processes between portals and Dynamics CRM, including cases, leads, contracts, and more.

Power Apps Icon

Power Apps

Connecting processes managed in other business apps with your portal, such as subscriptions, events, and registrations.

Power BI Icon

Power BI

Enhancing self-service portals with dynamic, interactive data visualisations that offer insightful analytics.

Website Integrations

We use Microsoft cloud technology to connect portals with CRM, ERP, and other systems and third-party services to integrate data, automate processes, and simplify operations. These examples include:

smartsearch
smartsearch
smartsearch
smartsearch
smartsearch
loqate
stripe
dunnbradstreet
business-central
smartsearch
smartsearch
smartsearch
smartsearch
smartsearch
loqate
stripe
smartsearch
smartsearch

Customer Portal Development: FAQs

What is a Customer Portal?

A self-service portal allows your customers to access information, resources, and services online at their convenience. It improves interactions by letting customers find answers, manage their accounts, and request support without direct assistance.

These efficient websites enhance customer satisfaction and allow support teams to focus on more complex queries.

How Secure are Customer Web Portals?

Our customer web portals are built with Microsoft’s robust encryption and advanced security protocols. Stringent security measures protect every transaction and data exchange, ensuring your information remains secure and confidential.

Download a white paper to learn how Microsoft Power Pages offer enterprise-grade security and capabilities to protect websites.

Where is my Customer Data Stored?

For Power Pages websites, your customer data is secured within Microsoft Dataverse, reflecting a solid security posture backed by the Microsoft Power Platform. Advanced features safeguard your data with a comprehensive protection and privacy management approach.

In global data centres, Microsoft Dataverse ensures reliability, scalability, and stringent adherence to data privacy laws. Your information is both secure and readily available to meet your business demands.

For Azure-developed websites, your data can be hosted securely in an Azure secure service, or you can self-host.

What Data Insights can I expect from a Customer Portal?

Deploying a customer portal will unlock valuable insights into user behaviour, preferences, and frequent pain points. These analytics allow you to observe patterns, refine your content, and tailor your services for an enhanced customer experience.

By better understanding your audience, you can make informed decisions that drive satisfaction and continuous improvement.

How can our Customer Portal be Customised?

At The Portal Company, we understand the importance of a website that fits your unique requirements. Our portals are designed for adaptability to ensure the personalisation of everything from branding elements, like logos and colours, to functional modules, including payment systems or support ticketing.

Beyond the initial deployment, we provide ongoing support and customisations as your business evolves.

How is Dynamics 365 integrated with a customer portal?

Building customer portals using Power Pages uses the same Dataverse storage as Dynamics 365, which ensures built-in integration between your website and CRM. Using a pre-built customer portal template, we will configure your website to provide external users with the appropriate access permissions for accessing and updating information. 

Ready for change?

Let’s explore how you can remove friction from customer interactions and boost your efficiency with a custom portal.

Contact us today. Let us know what you’re planning, and let’s explore how we can bring that vision to life.