See your portal before you buy
A Dynamics 365 portal is a secure website where people outside your organisation sign in to see and update their own records in Dynamics 365. Building them is a dedicated practice for us, on Power Pages or as custom Azure Blazor sites.
We have delivered portals for charities, regulators, membership bodies and professional services firms, and we run each project end-to-end, from scoping to launch and beyond.
Once we understand your processes and goals, we’ll build a working prototype so you can see the portal design and each journey before you commit.
Tell us what you want your portal to do.
Portals we build most often
Members can make requests, apply, book events and update details, with each change going into Dynamics 365.
Partners use portals to register deals, pick up marketing material and track referrals.
Suppliers can confirm orders, upload invoices and keep certificates in date.
Community members can post questions and answers, so common queries get answered without your staff.
Customers log cases, track progress and find answers without phoning you.
Personalised experiences that lift engagement and retention.
Online collaboration to grow your partner channel.
Integrated processes that keep your supply chain moving.
Hubs that build networks and conversation.
Customers log cases, track progress and find answers without phoning you.
Processes worth moving online
Whatever the audience, we build portals that take repetitive tasks off teams’ hands, freeing up time for more valuable work. Common examples include:
Applications
Receive requests for grants, permits and proposals through structured online forms.
Payments
Take secure online payments through integrated gateways such as Stripe.
Registrations
Sign people up for conferences, workshops and events online.
Knowledge
Help users find answers fast and deflect routine service queries.
Scheduling
Let customers check availability and book appointments.
Service Requests
Capture support issues online and create cases automatically in Dynamics 365.
Applications
Receive requests for grants, permits and proposals through structured online forms.
Registrations
Let customers check availability and book appointments.
Scheduling
Let customers check availability and book appointments.
Payments
Take secure online payments through integrated gateways such as Stripe.
Knowledge
Help users find answers fast and deflect routine service queries.
Service Requests
Capture support issues online and create cases automatically in Dynamics 365.
Download: The Web Portal Advantage
See how connected portals reduce manual workload and lift engagement. Our guide covers integration, the processes worth moving online first, and the outcomes to expect.
Connected to the systems you already run
Your portal integrates with the data sources behind your operation, so user journeys stay joined up. Examples include:
- Dynamics 365 — Publish and update cases, contacts, accounts and other tables
- Stripe — Take secure card payments inside the portal
- HiveQ — Manage access to educational and training content
- Loqate — Keep records accurate with built-in address lookup
- Business Central — Support invoicing and order tracking
- DocuSign — Collect electronic signatures online
The right portal build for your project
We build on the Microsoft foundation to fit your portal needs and roadmap.
Power Pages
Templates and low-code tools to launch a data-powered Power Pages site quickly.
Faster deployment
Lower upfront cost
Simpler to maintain
Azure Blazor Portals
Full design freedom for sites that need bespoke functionality at scale.
Fully custom design
Greater scalability
Lower usage costs
See portals in action
How you benefit
More Engagement
A hub for people to access resources, manage accounts and get help.
Stronger Relationships
A responsive on-demand service your customers return to and rely on.
Enhanced Efficiency
Automated workflows that handle routine processes and scale without extra headcount.
Why ServerSys
Portal and CRM in one team
We build portals and Dynamics 365 systems, so the same partner designs the portal and the records it writes to.
The right build for your project
Our scoping covers the key architectural and design questions that ensure your portal delivers and scales easily.
Security set right from the start
Most portal risks come from how access and permissions are configured. We work through each access decision so the right boundaries are in place from day one.
We are proud to work with...
What our clients say
Dynamics 365 web portals FAQs
Discuss your portal project
Book a consultation to talk through what you want to achieve. If a prototype would help you decide, we’ll agree on what it should show on that call. Or use the form below to request a callback.