Customer Portal is required for the organizations to connect and collaborate with their customers on the internet. It provides an easy and secure way for the business and their customer to track transactions and ensure that both parties are on the same page.

Customers usually register on the portal and manage their account, track of their business relationship, goods and services provide by the company, while the company can share data across multiple Customers

Customer Portal information is drawn directly from your Microsoft Dynamics 365 Business Central. This gives customer and you a real-time overview of sales / dispatch related services.

FEATURES:

* Consolidated and real time information of Customers.

* Order placement and management with simple catalogs, price and availability checks all with real-time data straight from business central.

* Customers can e-commerce orders through portal. Once approved in business central, order is placed and visible as sales order in customer web portal.

* Apply filters to get tracking of confirmed Sales Order details like, outstanding orders, completed orders & all orders.

* Track history of Posted Sales Shipment / Material dispatch.

* Track history of Posted Sales Invoice.

* Track history of Posted Sales Credit Memos.

* Track history of Posted Return Receipt.

* Track history of Customer Ledger Entries / Account statement.

* Quick view of outstanding balance of documents like invoices or receipts.

* Quick view Dashboard information like No. of Sales Orders, No. of Sales Shipment, No. of Sales Invoice, No. of Sales Credit Memo & Return Receipts.

* All information is specific to Customer who log in, which can be accessed any time using internet.

* All Customer specific data are secured and confidential.

* Sign-Up process is included.

BENEFITS:

* Easy to access and user-friendly interface.

* Single point of data collaboration.

* Reduced dependency on sales team, which frees them to work on more meaningful things.

* Eliminates human errors.

* Improved information accuracy.

* Realtime overview of Customer related services on dashboard.

* Real-time status for every order, line item, invoice and shipment is displayed straight from business central.

* Quick view of historical data and outstanding balance.

REPORTS:

* Print Sales Order.

* Print Posted Sales Invoice.

* Print Statement (Ledger).

Supported Editions

This app supports the Essential and Premium edition of Microsoft Dynamics 365 Business Central.

Supported Countries

Canada, India, United Kingdom, and United States. Supported Languages English only.

Customer Web Portal

by Dhyey Consulting Services Pvt. Ltd.