PORTALS FOR DYNAMICS 365

Open your business 24/7 with a web portal

Empower your customers and save time

What is a portal ?

It’s a secure area of your website, where users can view and edit information from your CRM

Why do I need a portal

88% of users expect an organisation to have a self service support portal

What can I use a portal for?

Customer service

Event management

Memberships

Intranets

Partner portals

Project management

...and you could use a portal for

Web portals we've made

Tank Topper

Supplier Portal

Letting suppliers manage their orders 24/7

Leasing Cars

Customer Portal

Letting customers view and accept quotes 24/7

The solution to integrate your website with Microsoft Dynamics 365

Want to take a look?

Or call us on
01422 824831
hello@allmysystems.co.uk

Our Dynamics 365 portals connector works with WordPress, but if your site doesn’t use WordPress, don’t worry! There are other options to create a portal. Get in touch and we’ll talk through them.

If you can see it in CRM, then you can add it to a portal. These data types entities are used regularly

  • Contacts
  • Accounts
  • Orders
  • Cases
  • Quotes
  • Invoices

Unlike the traditional Microsoft portals licencing which is calculated per user plus a large software cost, our licencing is a smaller, fixed charge, with unlimited users and queries.

You can use the same secure authentication as is used for your Dynamics 365 login. 

If there is any data you wish to show to the public, you can safely expose this without compromising the security of your other sources.

Yes, portals are often used for suppliers and resellers to communicate with business partners. The portal we built for Tank Topper lets their partners view and edit account information 

How does a portal work with my site?

WordPress Login

Or call us on
01422 824831
hello@allmysystems.co.uk

Pricing

You’ll be surprised at the price of a simple portal
Please call for details

Works with your Dynamics 365 version

Why All My Systems?

All My Systems Logo

We have the knowledge of a big company, with the personal touch of a small one

We’re passionate about improving businesses​

We get under the skin of your business to find the best solutions​

It’s always about people, never technology first

We believe engaged and committed people drive businesses forward

We solve difficult problems to help business grow

Find out how easy it is to get up and running with a Dynamics 365 portal

A systems guru will get straight back to you. No obligation and No hard sell.

Or call us to book on 01422 824831
email: hello@allmysystems.co.uk