30-minute setup · No code

The Business Central
customer portal

A Business Central customer portal gives your customers a branded place for orders, invoices, and cases. synchronised connects to Business Central and Dynamics Customer Service—configure, sync, and go live in about 30 minutes.

The Business Central customer portal trusted by teams running Dynamics

What is a Business Central customer portal?

A Business Central customer portal is a branded B2B web portal where your customers can view orders, invoices, cases, and documents—all synced from Microsoft Dynamics 365 Business Central and Dynamics Customer Service. Instead of email and phone, customers self-serve in one place. synchronised is a ready-made Business Central customer portal: connect your ERP, configure permissions and branding, and go live in about 30 minutes with no custom code.

Up and running in 30 minutes

Connect your Business Central and Dynamics environment, configure your customer portal, and go live. No custom code—just set up and sync.

1

Connect your ERP

Link your Business Central and Dynamics Customer Service environment. We handle authentication and secure sync.

2

Configure your portal

Choose entities to sync, set permissions, add your domain and branding. Everything is configurable from the dashboard.

3

Go live

Invite users and share the portal. Your customers get a single place for orders, invoices, cases, and documents.

AI Chatbot

Inside the customer portal, your customers get an AI chatbot that answers their questions using only the data they already have access to. No external models, no data leaving your control—answers are always secure and safe.

  • Answers from orders, invoices, cases & documents they can see
  • Stays within your permissions—no information leakage
  • Reduces support load while keeping everything in your ecosystem

Your Business Central customer portal, your way

Full control over branding, data, and permissions—your customer portal stays in sync with Business Central and Dynamics Customer Service.

AI Chatbot

AI Chatbot in the portal

Customers ask questions in natural language; the chatbot answers using only the data they have access to—orders, invoices, cases, documents. Always secure, no data leaves your control.

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.

Syncable document types

Quotes, orders, invoices, service quotes, service orders, service invoices, production orders, assembly orders, and projects—all available to sync to your portal.

Order cycle custom stages synced

Your custom order cycle stages in Business Central stay in sync with the portal. Customers see the same status and stage flow you use in ERP.

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.

Simple, transparent pricing

One base license includes all features and 150 portal users. Add more users in blocks of 100 when you need them.

Show prices in

Base license

All features, 150 users included

€250 / month
  • All features included
  • Access for 150 users
  • Custom domain, permissions, sync
  • Business Central & Dynamics
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Extra users

Add more portal users when you need them

€50 / 100 users
  • Block of 100 users
  • One-time add-on per block
  • Same features as base license
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Ready for your Business Central customer portal?

Set up in 30 minutes. No credit card required. Get in touch to get started.

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