The Portal Company
The Portal Company

Partner Portals to Grow Your Channel

We are a UK Microsoft partner that builds partner portals connected to Dynamics 365, giving resellers, referrers and service providers a place to register deals, find resources and track progress.

Portals are how growing channels maintain momentum without adding headcount to manage them.

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Reducing Partner Channel Administration

Every deal query, lead question and document request comes to you. Fine at ten partners, potentially a limit at fifty. Your channel can only grow as fast as you can scale it.

A portal connected to Dynamics 365 removes that ceiling. Resellers can register prospective deals, keep you updated about these opportunities and find resources to support their sales activities. Each action updates the records your team works from, avoiding manual data entry. As a partner manager, you get more time for the deals worth chasing, and your partner has the self-service tools they need.

Reducing partner channel administration

Every deal query, lead question and document request comes to you. Fine at ten partners, potentially a limit at fifty. Your channel can only grow as fast as you can scale it.

A portal connected to Dynamics 365 removes that ceiling. Resellers can register prospective deals, keep you updated about these opportunities and find resources to support their sales activities. Each action updates the records your team works from, avoiding manual data entry. As a partner manager, you get more time for the deals worth chasing, and your partner has the self-service tools they need.

What a partner portal changes

Less time fielding requests

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Free yourself from partner queries and document requests to focus on growing your channel.

Fewer deals
In dispute



Partners register deals and see them protected, avoiding conflicts over the same customer.

Partners
Productive Sooner



Give partners the autonomy to manage their profiles, track progress, and access support.

More Pipeline
You Can See



Route deals and referrals into your CRM to keep your channel pipeline in one place.

See a working portal before you commit

The example partner portal below runs on sample data, allowing you to view active and historical deals, access resources, lead referrals and explore commissions. 

We can build a similar personalised prototype that lets you preview your portal before you commit. We take your processes, your terminology and scenarios, then present a working example you can test.

Our portal solutions for partner networks

Each channel runs differently, so we will configure the portal to how your partner programme works. Built by our developers and shaped with experienced consultants, these capabilities can include:

  • Deal Registration

    Partners log the deals they are working on, giving you visibility and reducing channel conflict.

  • Lead Referrals

    Leads pass in both directions and are tracked from first contact through to outcome, with nothing lost in an inbox.

  • Partner Onboarding

    New partners work through registration, agreements, and their first steps online, including any training you want completed.

  • Knowledge Base

    Product, pricing and process answers sit in one searchable place, enabling everyone to quickly access the same information.

  • Marketing Resources

    Approved, co-brandable collateral that partners can download and share — always the current version.

  • £

    MDF & Co-Marketing

    Partners can apply for and claim marketing funds online, with every approval recorded, plus proof of activity and results.

  • Commission & Statements

    Partners see what they have earned and when, without having to email you or your finance team.

  • Performance & Targets

    Tier status, pipeline and progress against target are visible to both sides, so reviews start from the same numbers.

Why choose The Portal Company

  • ★ You see a working portal early. We get a first version into your hands quickly and shape the rest around the way partners use it.
  • ★ We take on the bespoke and the connected. Custom portal builds and integration with your systems, including the data your partners need to see.
  • ★ UK portal specialists. You work with consultants and developers who have 15+ years of experience across Dynamics 365 and portals.
  • ★ We build for how channels work. Deal flow and partner tiers shape the design, so each portal fits the way your channel programme runs.

We are trusted by...

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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:

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Power Pages

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

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Azure Blazor Apps

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

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Power Automate

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

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Dynamics 365

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

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Power Apps

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

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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:

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loqate
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Partner Portals FAQs

Will the portal work with our Dynamics 365 CRM?

Yes. We build on the Microsoft platform, which connects natively to Dynamics 365 and other model-driven apps, so the portal reads and writes to your records held in Dataverse. Where partners need data from your other systems, we can integrate with these too.

How does a partner portal reduce channel conflict?

Resellers register deals through the portal, and you see each one against the record. If two partners approach the same customer, the registration shows who arrived first, so the data settles the question. Validation rules can also be built into this process to prevent a second partner from registering the same prospect.

Can it support different types of partners?

Yes. Resellers, referrers, service providers and alliance partners can each have their own view, with the deals, resources and rates that apply to their tier. We set those boundaries with you during scoping.

How quickly can we go live?

It depends on your requirements and the project scope. We get a working portal into your hands early for testing, so you should see initial results within a few weeks.

Do we need a large channel to make this worthwhile?

No. We focus the first phase on your highest-value need, often deal registration or onboarding, so the initial cost stays contained, and the portal grows as your channel does.

How do you handle partner access and security?

Our portals run on Microsoft’s cloud, with data encrypted in transit and at rest. What decides real-world security is configuration: who can register, what each tier sees, and how access is granted. We work through those choices with you before launch, which matters when partners see pricing and deal data.

Discuss your Portal Project

Tell us your partner portal priorities. We can show you a working demonstration portal that illustrates how capabilities such as deal registration and self-service come together.