Week 1: Needs Assessment 

We initiate the project with an in-depth analysis of your customer portal requirements and objectives.

We work closely with your team to understand your specific business processes and customer interaction points and document all the requirement as a FRD Document

Week 2-3: Portal Design and Configuration

Based on the gathered requirements, we design and deploy the Customer Portal to align with your needs and customer interactions.

Customization and integration with other application are executed during this phase.

Week 4: Data Integration with Business Central

We establish data integration between the Customer Portal and Dynamics 365 Business Central to ensure that customer data, invoice data, order information, and shipping details are synchronized in real-time.

Week 5-6: Testing and User Training 

We rigorously test the portal to ensure that it functions correctly and provides a seamless customer experience. Any issues or glitches are addressed during this phase.

Comprehensive training is provided to your team and any necessary stakeholders to ensure they can effectively use and manage the Customer Portal.

Week 7: Deployment and Launch

The finalized Customer Portal is deployed for customers to use. We monitor the launch to ensure a smooth transition and immediate support for any customer inquiries.

Deliverables: 

1. Fully Functional Customer Portal: A fully operational and customized Customer Portal that integrates seamlessly with Dynamics 365 Business Central.
2. Real-Time Data Integration: Integration with Dynamics 365 Business Central for real-time access to customer data, order history, and invoice details, shipping details.
3. User Training: Comprehensive training for your internal team to manage and support the portal effectively.
4. Deployment Plan: A detailed plan for the launch of the Customer Portal, including timing and customer communication strategy.
5. Post-Launch Support: Ongoing support and maintenance to address any immediate concerns and optimize the portal’s performance.

Empower your customers with self-service capabilities and improve customer engagement with our Customer Portal for Dynamics 365 Business Central. This solution enhances the customer experience while providing efficiency gains for your organization to make you a customer centric organization.