Connect your ERP
Link your Business Central and Dynamics Customer Service environment. We handle authentication and secure sync.
30-minute setup · No code
The ERP-driven
The ERP-driven
Customer portal
Give your customers a branded portal connected to Business Central and Dynamics Customer Service. Configure, sync, and go live in about 30 minutes.
How it works
Up and running in 30 minutes
Connect your ERP, configure your portal, and go live. No custom code—just set up and sync.
Configure your portal
Choose entities to sync, set permissions, add your domain and branding. Everything is configurable from the dashboard.
Go live
Invite users and share the portal. Your customers get a single place for orders, invoices, cases, and documents.
Features
Your portal, your way
Full control over branding, data, and permissions—synchronised with Business Central and Dynamics Customer Service.
Custom domain
Use your own domain for the portal, e.g. yourcompany.synchronised.app. Professional branding that matches your company.
Entity synonyms
Rename entities to match your terminology—e.g. show “Tickets” instead of “Cases”. Consistent language across the portal.
Choose what to sync
Full control over which entities you synchronise. Turn on only the data your customers need—invoices, orders, cases, and more.
Rights per user per entity
Granular permissions: control exactly what each user can see and do per entity. One portal, many roles.
Financial rights control
Hide prices when needed: let contacts see invoices with items and quantities, but hide unit price and totals. Sensitive data stays protected.
Full attachment sync
Every attachment is synchronised. Documents, images, and files stay in sync between your portal and Business Central.
Barcode scanner for quotes
Create quotes quickly with the built-in barcode scanner. Scan products and add them to offers in seconds.
Invite users from the portal
Invite new users directly from the customer portal. No need to switch to admin—onboard contacts where they already are.
Document insights & personal settings
Per-user settings and document analytics: when a user opens or downloads a document, counters update in Business Central and sync with Dynamics Customer Service.
Ready for your customer portal?
Set up in 30 minutes. No credit card required. Get in touch to get started.
Get started