Portal Solutions

Portals provide valuable tools for delivering on-demand functions to external stakeholders such as reporting, payment processing, self-serve options and data entry/retrieval.  Portals are often seen in industries such as membership based organizations or where there is a need to service external clients or customers.  Development of internal or employee portals can be used for a variety of human resources services or communications. 

When integrated with Dynamics 365, the value proposition of a portal increases significantly since now the power of the Dynamics 365 framework can be leveraged with automated workflows, email notifications, and business process flows.

A well branded, carefully designed portal integrated with Dynamics 365 can:

• Increase end user satisfaction and increase client/customer loyalty
• Increase accuracy of client data – thus providing better insight into the daily operations of your business
• Reduce internal data processing time
• Reduce burden on internal staff

There are several portal offerings on the market for Dynamics 365 so depending on the need, one solution could have advantage over another for your organization’s unique requirements. Vertical Lift has implemented portals solutions for a variety of different organizations with different needs – some as small as 50 external users – some with over 300,000 external users. Our team of Microsoft Certified Professionals can guide you through the decision-making process and help you design a system that provides the most return on investment.

Portals can be a powerful tool to extend your business if implemented correctly.  Be sure to consider things like reporting, payment processing, extensibility, compliance, and supportability before making your decision.  

Contact us to find out how we can help.

Ask us about our payment processing extensions using ArgoFire (by Frontstream) and Report View add-ons for The Portal Connector.