Customer Portal

Offline by Design

Field teams don't stop when connectivity does. All apps run fully offline—with local caching, conflict handling, and background sync—so operations continue even in remote or congested areas.

Runs Everywhere

Native experience on Android, iOS, tablets, scanners, rugged devices, and web. One platform, many form factors, no compromises.

ERP Integration

Connects seamlessly with Dynamics 365 or any ERP, syncing products, prices, inventory, customers, and orders in real time. Ensures clean data flow across field, back office, and finance without manual work.

Agentic Intelligence, Built In

AI agents support field users, supervisors, and back-office teams with contextual insights, suggestions, compliance monitoring, and next-step guidance. Not buzzword AI—pragmatic, workflow-connected intelligence.

Dynamics Mobile Customer Portal gives your B2B customers a clean, intuitive self-service experience for managing their day-to-day business with you. Designed for distributors, wholesalers, and FMCG companies, the portal allows customers to place orders, review product catalogs, check pricing and promotions, track delivery status, view account balances, download invoices, and communicate with customer service — all without calling your team.

The portal is fully integrated with Microsoft Dynamics 365 Business Central and Finance & Operations, ensuring that order history, prices, discounts, shipments, payments, and statements are always accurate and up to date. With responsive design and mobile-friendly screens, customers can log in from anywhere, on any device.

By shifting routine operations from your back office to a modern, automated portal, you reduce support workload, eliminate errors, increase customer satisfaction, and open a 24/7 digital sales channel that drives more consistent ordering behavior.

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Customer Portal Interface
Customer Portal Features

Features

B2B Self-Service Ordering

Customers browse products, view real-time prices, and submit orders directly into your ERP.

Account & Financial Overview

Live access to balances, open invoices, credit limits, and past payments — synchronized with the ERP.

Delivery Tracking

Customers monitor delivery statuses, and proof-of-delivery documents.

Order History & Reordering

Previous orders are visible and reusable, helping customers reorder frequently purchased items quickly.

Product Catalog & Promotions

Rich catalog with images, filters, and ERP-driven prices, discounts, and promotions.

Customer Portal Interface

Customer-Facing Statements & Documents

Download statements, PODs, and order confirmations directly from the portal.

Communication & Requests

Built-in messaging or ticketing for inquiries, corrections, or support needs.

Multi-Device, Responsive Design

Fully usable on mobile phones, tablets, and desktops — no installation required.

Secure Login & Access Control

Per-customer and per-user permissions, keeping data protected.

Real-Time ERP Integration

Orders, prices, availability, financials, shipments — everything flows seamlessly with BC/FO.

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