Web portals enable growing businesses to scale operations and reduce operational costs.

Our Dynamics 365 portals adapt to unique business processes, delivering customisable solutions that fit organisations of all sizes. From simplifying human resources tasks to optimising supply chain management, portals provide the flexibility to address various business challenges.

These data-driven websites integrate with your Dynamics 365 CRM and ERP systems to evolve and modernise processes.

Let’s explore examples of how The Portal Company provides solutions to handle diverse processes, empowers your people with self-service capabilities, and boosts process efficiency.

Customer and Member Service Portals

  • Appointment scheduling: Clients book, reschedule, or cancel appointments online with people, equipment, or other resources using integrated calendars.
  • Event registration: Prospective attendees view schedules, register for sessions, and complete payments online using valid offer codes.
  • Membership management: Members directly change their subscriptions, update membership tiers, and manage renewal status.
  • Warranty registration and claims: Customers quickly register products and can submit warranty claims with supporting documentation.
  • Customer rewards: Use unified data to collate interactions that recognise and reward customers through online gamification features.
  • Support requests: Customers log support issues and check open ticket status when knowledge resources don’t provide answers, reducing service teams’ workload.
  • Alumni engagement: Enhance alumni relations and promote continued collaboration by connecting graduates with tailored networking, mentoring, and exclusive resources.

Community and Public Services Portals

  • Community service requests: Residents and community members can report issues and make requests directly.
  • Volunteer onboarding: Non-profit organisations manage volunteer registrations, complete onboarding checks, and provide training to fast-track volunteer contributions.
  • Permit applications: Individuals apply for and renew permits online, provide the required information, and complete payments.
  • Grant funding: Applicants check grant criteria and complete forms online. Grant recipients can also use the portal to provide reports with supporting invoices and receipts.
  • Work order requests: Property tenants, equipment users, and other individuals submit and track maintenance issues through the portal.
  • Donation campaigns: With portal capabilities, including payment processing and gift aid declarations, quickly launch fundraising campaigns to members and broader audiences.

Business and Professional Services Portals

  • Vendor onboarding and registration: Suppliers create profiles and submit required documents, finalising their registrations.
  • Compliance tracking: Ensuring approved suppliers maintain up-to-date certifications, insurance, and other required documentation.
  • Invoice submission: Suppliers upload invoices for review and processing via an integrated ERP system.
  • Online training: Integrating with specialist online training platforms allows customers to check progress, manage certifications and receive rewards.
  • Accreditation lifecycles: Guided journeys capture initial applications, provide assistance through mandatory steps and manage ongoing certification reassessment
  • Award nominations: Increasing participation by enabling applicants to submit nominations and providing a streamlined interface for judges to review entries and share feedback.
  • Virtual document notarisation: Users can upload documents, verify their identity through secure methods, and receive electronic notary certification without visiting a physical location.
  • Research participants: Empowering researchers to recruit study participants, collect consent forms, conduct virtual focus groups, and gather real-time feedback through a centralised platform.
  • Clinical trial management: Patients can enrol in trials, complete assessments, report symptoms, and communicate with research staff.

Human Resources and Employee Management

  • Employee onboarding portal: New team members can complete forms and access training materials and HR resources.
  • Internal IT assist: Employees can log support issues to request internal IT support assistance.
  • Expenses submission: Employees upload receipts and submit expense claims for approval, which are processed via an integrated ERP system.
  • Scheduling and dispatching: Coordinates visits by enabling contractors and employees to check upcoming and completed jobs.

How to increase processes efficiency with a web portal

These Dynamics 365 portal examples highlight how data-driven websites transform manual processes into streamlined digital experiences to reduce administrative overhead.

Speak to The Portal Company to explore how we can assist you in launching a website that will boost engagement and competitiveness.