Microsoft Dynamics 365Turn Microsoft Dynamics 365 into the apps everyone needs.
Portal by Webisoft connects to the Microsoft Dynamics 365 API and builds the apps around it: customer self-service for orders, invoices, and RMAs, plus internal tools for your team. Live Microsoft Dynamics 365 data, no extra ERP licenses.
Self-service for your customers.
Your customers check stock, place orders, download invoices, and file RMAs themselves, straight from Microsoft Dynamics 365. Every screen reads and writes live Microsoft Dynamics 365 data via API, so what they see is what the ERP knows, right now. Teams searching for a B2B portal for Microsoft Dynamics 365 usually stop here. Portal by Webisoft keeps going.
Fast, focused tools for your team.
The same platform builds internal tools on Microsoft Dynamics 365: exception desks for stuck orders, approval queues, ops dashboards, and data maintenance. Each teammate gets the tool for their job without opening the whole ERP. The order a customer places in the portal is the same order your team clears in the desk, on one data model.
Widen access, not your license bill.
Portal by Webisoft users work through the Microsoft Dynamics 365 API, not named ERP seats. Put live data in front of every customer, partner, and back-office teammate without buying each of them a license. Cost-to-serve drops as you widen access, instead of climbing with every new user.
- Customers and partners: no Microsoft Dynamics 365 seat needed
- Back-office teammates: no Microsoft Dynamics 365 seat needed
- Your ERP license count stays where it is
Microsoft Dynamics 365 questions, answered.
Does Portal by Webisoft work with Microsoft Dynamics 365?
Yes. Portal by Webisoft connects to the Microsoft Dynamics 365 API and builds the apps around it: customer self-service for orders, quotes, invoices, shipments and returns, plus internal tools for your team, all on live Microsoft Dynamics 365 data.
Do portal users need Microsoft Dynamics 365 licenses?
Portal by Webisoft apps work through the Microsoft Dynamics 365 API, not named Microsoft Dynamics 365 logins, so customers, partners and most of your team use the portal without their own ERP seat. Vendors set their own rules for API and indirect access, so we review your contract terms with you during discovery, before you commit.
Do orders from the portal go straight into Microsoft Dynamics 365?
Yes. Orders, quotes, returns and payments are written to Microsoft Dynamics 365 through its API, with your pricing, credit and approval rules applied, so your team keeps working in Microsoft Dynamics 365 as usual.
How fast can we go live?
In 5 days. We connect to your ERP, switch on the modules you picked and open the portal to your first customers. Custom modules beyond the standard set are scoped with you.
How reliable is it?
Portal by Webisoft runs at 99.99% uptime. Your ERP stays the system of record, so the portal never holds the only copy of an order, an invoice or a payment.
How is it priced?
We quote after a short discovery call, based on the modules you pick, your ERP and the integrations you need. You can try the live demo first, no form required.
Ready when you are
See it running on your ERP
Book a walkthrough and we will show the real portals and internal tools running on your live ERP data. No new seats, no rip and replace.