CustPortal365
Customer Portal for Dynamics 365 F&O
Transform the way your customers interact with your business. Our Customer Portal delivers a sleek, modern self-service experience built natively for Dynamics 365 Finance & Operations — reducing support overhead, accelerating cash collection, and giving your customers the transparency they expect.
Seamless Dynamics 365 Integration — No Dual Write Required
Every invoice, payment, and transaction stays in perfect sync with your Dynamics 365 F&O environment. Unlike many integration solutions, our portal connects directly to F&O via standard OData APIs — meaning there is no dependency on Dual Write, no complex middleware, and no additional licensing to worry about. Customers get real-time visibility into their account, while your finance team retains full control — including native F&O workflows such as refunds, settlements, and reconciliation, all without any manual data entry.
Sign In the Way You Work
Built on enterprise-grade identity from day one. Customers can authenticate using their corporate credentials via Microsoft Entra ID, or sign in with Google — no additional identity infrastructure required and no extra passwords to manage.
Accept Payments Your Way
Give your customers a frictionless checkout experience with support for three of the world's leading payment platforms:
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Adyen — global enterprise payment processing
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Stripe — seamless card and bank transfer payments
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Braintree — flexible payments backed by PayPal
Switch between gateways or configure the one that fits your business — all from a single admin interface. Card payments, ACH bank transfers, and secure card tokenisation are supported across all platforms.
Designed to Grow With You
The portal is fully extensible. Whether you need custom branding, additional workflows, or new integrations, the open architecture makes it easy to tailor the portal to your exact business requirements — today and as your needs evolve.
Everything Your Team Needs
Real-time invoice visibility and PDF downloads
Secure online payments synced back to F&O automatically
No Dual Write dependency — connects directly via standard F&O OData APIs
Flexible authentication — Microsoft Entra ID and Google
Three payment gateways with a single unified configuration
Built-in admin portal for monitoring, settings, and sync management
Enterprise-ready security and scalability
Stop chasing payments. Start delighting customers.
Portal demo link
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