Customer Web Portal for
Microsoft Dynamics 365 Business Central

Customers increasingly expect convenient, self-service access to order management, account information, inventory visibility, and transaction status.

Traditional order-taking through emails and phone calls can lead to delays, data-entry errors, repeated customer queries, and limited visibility for both customers and internal teams.

Leaping Frog Solutions' Customer Web Portal for Microsoft Dynamics 365 Business Central is a secure, web-based application that enables customers to place orders, access account information, view inventory availability, track transactions, access financial reports, and manage relevant customer information through a digital self-service interface.

The portal integrates with Microsoft Dynamics 365 Business Central through web services, enabling synchronization of relevant customer, item, inventory, and transaction information based on the implemented solution architecture.

With the Customer Web Portal, organizations can:

Enable customers to place orders online
Provide visibility into inventory based on selected warehouse or location
Support special pricing and extended delivery requests
Provide access to order, invoice, payment, and account information
Enable customers to access reports and statements
Reduce dependency on internal teams for routine queries
Route special requests through internal approval workflows
Send automated customer notifications and payment reminders
Maintain centralized ERP control over customer transactions

The portal serves as a digital extension of Business Central, helping organizations improve customer experience while maintaining ERP governance and transaction control.

Business Challenges Addressed

Manual and error-prone order placement through emails and phone calls
Limited customer visibility into order and invoice status
Difficulty accessing current inventory availability
High dependency on sales and accounts teams for routine queries
Delays in processing special pricing requests
Delays in approving extended delivery or payment-related requests
Limited customer access to financial reports and statements
Lack of a unified digital interface for customer interactions
Repeated manual communication and follow-ups
Disconnected customer-facing processes and ERP data

Solution Overview

The Customer Web Portal acts as a digital extension of Microsoft Dynamics 365 Business Central, providing customers and internal users with controlled access to relevant transactional and financial information.

Customers can use the portal to place orders, search for items, view inventory availability, access reports, review account information, and submit feedback.

Internal teams retain control over approvals, ERP transactions, customer data, and configured business workflows.

The Solution Supports:

Secure internal and external user logins
Customer self-service order placement
Item search and selection
Inventory visibility
Frequently used item management
Special pricing requests
Extended delivery requests
Payment plan information during order placement
Customer reports and statements
Account dashboard information
Internal approval workflows
Payment reminder scheduling
Customer feedback capture
Business Central integration through web services

Process Flow

Give Customers a Better Way to Order

Enable self-service ordering, real-time transaction visibility, and digital customer collaboration with
a Business Central-integrated Customer Web Portal.

Key Functional Modules

Secure Login & Password Management

The Customer Web Portal supports separate access for internal users and external customers.

Key capabilities include:

Internal user login
External customer login
Separate login interfaces where configured
User-level password management
Encrypted password storage
Role-based access to portal functionality

This enables controlled access to customer and business information.

Web Order Management

Customers can place orders directly through the web portal.

The solution supports:

Creation of web orders with multiple items
Selection of products from a predefined Item List
Visibility of order weight
Visibility of order cubage
Visibility of vehicle tonnage
Requests for special pricing
Requests for extended delivery days
Entry of payment plan details during order placement
Automatic email notification after order submission

Once submitted, relevant order information is transmitted to Microsoft Dynamics 365 Business Central through configured web services for further processing.

Item Search & Selection

The portal provides structured item search and selection capabilities.

Customers can search for items based on:

Product type
Dimensions
Keywords
Relevant item attributes

The portal can also display:

Applicable Unit of Measure (UOM)
Item attributes
Inventory availability based on selected warehouse or location
Related accessory item suggestions

This helps customers find relevant products more efficiently and reduce ordering errors.

Frequently Used Items

Customers can mark frequently used items for faster future ordering.

The solution supports:

Marking frequently used items
Maintaining a Frequently Used Item list
Quick access to commonly ordered products
Faster creation of repeat orders

This is particularly useful for B2B customers with recurring purchasing requirements.

Customer Reports & Statements

Customers can access relevant reports and financial information through the portal.

Available reports may include:

Ageing Reports
Pending Orders
Item Purchase History
Sales Invoice Reports
Account Statements
Bank Receipt Details
Credit Notes

Reporting capabilities include:

Date-based filters
Filtered tabular views
PDF download options
Excel download options

This provides customers with greater self-service access to their transaction and account information.

Customer Dashboard

The portal dashboard provides key account information at a glance.

Customers can view:

Overdue balance information
Outstanding balance summaries
Pending order details
Drill-down access to relevant information

This helps customers gain immediate visibility into their account and transaction status.

Additional Features & Integrations

Payment Reminder Scheduler

Payment Reminder Scheduler

The portal can support automated payment reminders based on defined payment plans, helping organizations improve payment communication and reduce manual follow-up.
Internal Approval Workflow
Internal Approval Workflow

Orders involving special pricing or extended delivery requirements can be routed to authorized internal users for review and approval.

The workflow can support:
- Special pricing requests
- Extended delivery requests
- Internal review
- Approval or rejection
- Configured business controls
This helps ensure that exceptions are governed by internal approval policies.
ERP Integration via Web Services
ERP Integration via Web Services

The Customer Web Portal integrates with Microsoft Dynamics 365 Business Central through configured web services.

The integration can support synchronization of relevant:
- Customer information
- Item information
- Inventory data
- Orders
- Transaction information
This helps maintain data consistency between the customer-facing portal and the ERP environment.
Customer Feedback Capture

Customer Feedback Capture

Customers can submit feedback directly through the portal, providing a structured digital channel to improve customer engagement.

Security, Control & Integration

Role-Based Access

Customers and internal users can access functionality based on their configured roles and permissions.

Secure Credential Management

The portal supports secure login and password management, including encrypted credential storage based on the implemented architecture.

Centralized ERP Data Control

Relevant customer, item, inventory, and transaction data remains connected to the Business Central environment through configured integration mechanisms.

Transaction Traceability

Portal transactions and activities can be logged and made available for audit and operational tracking based on the implemented solution.

Approval Governance

Special pricing and extended delivery requests can be routed through configured internal approval workflows.

Copilot AI for Customer & Order Management

Make Customer Service More Intelligent with Microsoft Copilot

The Customer Web Portal provides structured information across customer accounts, orders, items, inventory, invoices, payments, and account reports.

Microsoft Copilot and AI capabilities can add an intelligence layer to improve interaction with relevant business information, depending on the implemented architecture and integrations.

The core Customer Web Portal remains focused on:

Customer self-service
Web order management
Item and inventory visibility
Reports and statements
Account information
Approval workflows
Business Central integration

AI capabilities can complement these workflows by helping users interact with relevant information more naturally.

Potential AI-Enabled Capabilities

Potential AI-enabled capabilities may include:

Help customers locate relevant products
Assist with item and order-related queries
Summarize pending orders
Provide visibility into account information
Help locate invoices and statements
Assist with order status queries
Summarize outstanding or overdue balances
Help identify frequently ordered products
Support internal follow-up on pending approvals
Enable natural-language interaction with business information

AI capabilities depend on the implemented architecture, integrations, data availability, and configured Microsoft ecosystem components.

Explore Copilot and AI for Customer Portals

Discover how Microsoft Copilot and AI can improve customer interaction, order visibility, and access to business information.

Business Benefits

Benefits for Customers

Self-service order placement
Improved order and transaction visibility
Access to relevant inventory information
Faster access to invoices and statements
Visibility into account balances
Improved response times
Easier access to frequently ordered products
Reduced dependence on emails and phone calls

Benefits for Internal Teams

Reduced manual order processing
Faster processing of customer orders
Structured approval workflows
Reduced manual data entry
Improved customer transaction visibility
Lower dependency on sales teams for routine queries
Lower dependency on accounts teams for routine information requests

Benefits for Management

Improved customer experience
Stronger customer engagement
Increased operational efficiency
Better customer self-service capabilities
Scalable digital customer interface
Centralized ERP governance
Improved visibility across customer-facing operations

Why Choose Leaping Frog Solutions?

Leaping Frog Solutions is a trusted Microsoft Solution Partner in India, delivering enterprise-grade ERP, AI, and digital transformation solutions across industries.

Our Expertise

Microsoft Solution Partner in India
14+ Years of Experience
ERP Implementation Company in India
ERP Consultant in India
Dynamics 365 Experts in India
Microsoft Dynamics 365 Business Central Experts
Dynamics 365 Finance & Operations Experts
Microsoft Copilot AI Experts

What We Deliver

Custom ERP-grade applications tailored to business needs
Secure and scalable .NET-based development
Seamless Microsoft ecosystem integration
Enterprise-grade scalable solutions
ERP implementation, customization, integration, and support
End-to-end digital transformation powered by ERP and AI

Industry Applicability

Manufacturing
Organizations

Enable customers to place repeat orders, view product availability, and access transaction information through a connected digital portal.

Distribution & Trading
Companies

Improve B2B ordering, customer self-service, inventory visibility, and account information access.

FMCG & Consumer Goods
Businesses

Support repeat ordering customers with faster digital order placement and product visibility.

B2B Enterprises with
Repeat Ordering Customers

Provide customers with a self-service digital interface for ordering, reporting, account information, and transaction visibility.

Ready to Build a Better Customer Experience with Business Central?

Enable customers to place orders, access account information, view inventory, track transactions, and interact with
your business through a secure, ERP-integrated Customer Web Portal.

Solutions

Services

Resources

Customer Web Portal for Microsoft Dynamics 365 Business Central