The Portal Company
The Portal Company

Customer Web Portal Solutions

Deploying a sophisticated yet user-friendly customer web portal enables autonomous problem-solving, boosts service quality, and sharpens operational efficiency.

Lean on our website and CRM expertise to provide standout experiences, transforming how customers interact with you.

Discuss your requirements
Screenshot of a Customer Portal Website for order management

Why Customer Self-Service Portals?

Customer autonomy is a priority in service interactions. Recognising this, 61% of customers prefer self-service for straightforward queries.

Through bespoke self-service portals, your business can meet this growing demand and potentially lower support costs by as much as 75%.

Why Customer Web Portals?

Customer autonomy is a priority in service interactions. Recognising this, 61% of customers prefer self-service for straightforward queries.

Through bespoke self-service portals, your business can meet this growing demand and potentially lower support costs by as much as 75%.

Dynamics 365 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 (CRM) system.
  • Our portal solution will be tailored to fit your unique demands and scale with you.
  • We stay at the forefront of technology, adding innovations like generative 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

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.

Benefits of Our Customer Web Portal Solutions

24/7 Accessibility

Remove time constraints, empowering customers to access information and resolve queries conveniently at any time.

Reduces Cost

Free up resources by deflecting potential service requests, minimising the need for live agent interactions.

Enhanced Experiences

Boost client satisfaction by promoting active involvement and deepening commitment to your brand.

Consistent Knowledge

Ensure that each customer has access to the same accurate information to streamline your support.

We are trusted by...

Toyota Logo - Proud Partnership with ServerSys
HSS Hire Logo
ODPA Logo
Healthcare rm Logo
Stellar Logo
Accredo Logo
Cifas Logo
chartered institute for securities and investment logo
Selwood Logo - Proud Partnership with ServerSys
British Marine Logo
Met Facilities
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Our Microsoft Portals Expertise

We use the Microsoft Cloud platform to create secure, data-powered websites that modernise processes and delight customers. Our solutions are built using:

Power Pages

Customising adaptable low code templates to accelerate portal deployment while ensuring functionality and design finesse.

Azure

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

Power Automate

Optimising workflows across systems by automating responses to portal interactions that increase scale and efficiency.

Dynamics 365

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

Power Apps

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

Power BI

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

Website Integrations

Stand out with a website that seamlessly works with your CRM, finance, and other platforms to streamline operations and enhance experiences. We use Microsoft’s cloud technology to integrate portals with third-party services to connect data and automate processes. 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.