Customer Portal
Empowering Your Experience, Anytime, Anywhere
Seamless integration with Dynamics 365 ERP empowers eShop customer portal to draw upon all necessary business logic, rules and data directly from the ERP. This results in a robust self-service portal for your customers, offering them a powerful platform to effortlessly manage their accounts online.
- Seamlessly connects with Dynamics Business central for enhanced integration.
- Print any reports from business central on customer poral .
- Safely store card profiles for future transactions.
- View AR invoices and pay open invoices using stored cards or credit.
- Effortlessly track shipping status and access tracking information with ease.
- Experience heightened transparency, diminished redundancy, and fewer manual errors through an automated, centralized hub for collaborative efforts.
- Effortlessly initiate, assess, and sanction new customer requests online with a streamlined process.
- Unlock the full potential of Order2Pay with a comprehensive solution at your fingertips.
![](https://www.dynamicseshop.com/wp-content/uploads/2024/06/customer-portal-img.png)
Key Features
Seamless Communication
Secure platform with Real-time communication between the portal and NAV.
Real-time updates
Show updates instantly on pricing, shipping dates, comments etc
Upload and Download Manager
Upload/Download functionality for vendors to instantly download, sign and attach documents. Access these directly in their Dynamics ERP profile.
Information and Document Management
Unique document management feature allows for display and management of all documents online in Microsoft Dynamics 365.
View/ Print Orders, Invoices and Reports
Ability to view, save as pdf or print any historical Quote, Order or Invoices.
Display all NAV Quotes, Orders and Invoices
A self service portal with access to all documents online.
Simplified Onboarding process
Secure online registration for your eCommerce business. Process to gather required info/docs and insert your vendors into your ERP.
Dashboard and Statistics
Create Dashboards to view Vendor Performance and Portal Statistics
Alerts and notifications
Set automated email Alerts and Notifications
Request a Demo
Featured Projects
Citizen/Bulova
With locations all over US, the portal gives access to Dealers from all over US to place orders. The portal easily manages their complex pricing with Integration to Flintfox-trade pricing. Dealers are able to download invoices, check balance and pay online.