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Provide controlled, real time access to your systems without compromising security or control.

 

Customers and partners increasingly expect direct access to information. Order status, case updates, invoices, documentation and service history should not require emails or manual intervention.

Business portals allow you to expose the right information, to the right people, in a secure and structured way.

Avrion designs and integrates business portals that connect seamlessly with Dynamics 365, finance systems and wider Microsoft platforms.

 

Digital Transformation
on your Terms.

Schedule a structured discovery conversation that will help define priorities and reduce risk.

Contact us today

Why business portals matter

Without a structured portal strategy, organisations often rely on:

  • Manual data requests via email
  • Inconsistent information shared across teams
  • Limited visibility for customers
  • Delays in responding to partner queries
  • Increased administrative workload

Portals reduce friction, improve transparency and support scalable growth.

What effective business portals should deliver

A well designed business portal enables you to:

  • Provide customers with self service access
  • Allow partners to track orders, cases or projects
  • Share documents securely
  • Reduce inbound enquiries
  • Improve customer and partner experience
  • Maintain full control over data access

The goal is efficiency for your organisation and clarity for your users.

Key business portal capabilities we implement

Customer self-service portals

We create portals that allow customers to:

  • View account information
  • Track cases and service requests
  • Access invoices and documents
  • Update relevant data securely

Reducing manual workload for internal teams.

Partner and supplier portals

For organisations working with external partners, portals can provide:

  • Order and project visibility
  • Shared documentation
  • Collaboration workflows
  • Performance tracking

Supporting stronger commercial relationships.

Secure authentication and access control

Security is central to portal design.

Avrion ensures:

  • Role-based access permissions
  • Secure authentication and identity management
  • Data level access controls
  • Audit and monitoring capabilities

So users only see what they are authorised to access.

Integrated workflows and automation

Portals are most effective when integrated with internal systems.

We connect portals to:

  • Dynamics 365 Sales and Customer Service
  • Finance and ERP systems
  • Power Automate workflows
  • Reporting through Power BI

Creating seamless, automated end-to-end processes.

Business portals and scalability

As organisations grow, manual communication becomes unsustainable.

We design portals that are:

  • Secure and compliant
  • Scalable as user numbers increase
  • Integrated with evolving systems
  • Governed with clear ownership and maintenance

Ensuring long-term stability.

Considering a portal to reduce manual workload?

If customers or partners frequently request information that already exists in your systems, a Business Health Check can help identify where a portal could reduce friction and cost.

We assess:

  • Existing workflows
  • Data accessibility and security
  • Operational bottlenecks
  • Opportunities for automation

Providing clear recommendations aligned to commercial priorities.

Book a Business Health Check Today!

The Avrion approach to MS 365 Business Portals

We design portals around user journeys and system architecture.

Our approach includes:

  • Defining clear portal use cases
  • Designing intuitive user experiences
  • Mapping secure data access rules
  • Integrating portals with CRM, ERP and operational systems
  • Establishing governance and ongoing management

This ensures portals deliver long-term value, not just a digital front end.

 

Planning a business portal?

If you are implementing Dynamics 365, modernising finance systems or improving customer experience, portal design should be part of the strategy.

We help you:

  • Define clear portal objectives
  • Align portals with internal systems
  • Improve transparency and efficiency
  • Build a secure, scalable digital foundation
Book a Discovery Call

What do our customers say?

“Once we formed a partnership with Avrion, for the first time in seventeen years we were working with a really engaged partner, which is something unique.”

Cole Fellows – The Insurance Network

“We found Avrion very professional, yet friendly and fun to do business with. They really gained our trust.”

Chris Howard – BearingNet

““The reason why I like working with Jon is because he always comes up with a solution. This was a small project but it has a big impact and solves lots of time problems. I can now make updates to the communications that go out myself and don’t need the support of Avrion for this going forward, although they are always on hand if I need help.””

Jane Margetts – Restore Records Management

“Looking back, partnering with Avrion to implement Microsoft Dynamics 365 was one of the best decisions we made. Our operations are now efficient, our team collaborates seamlessly, and we’re equipped to scale our business with confidence. If your company is struggling with inefficiencies like we were, I highly recommend working with Avrion – they’ll make sure you get a solution that truly works for you.”

Raj Mahay – Resin Products

“After almost a year of trying unsuccessfully to engage with our existing partner, trying to get them to talk about upgrading and personalising the system, we decided to switch over to Avrion. Avrion had been in conversation with us and once we engaged with them, they immediately gave us something unique. They allowed us to effectively have an off-the-shelf CRM system that we could customise – at affordable rates. Rates that are competitive for SMEs.”

Cole Fellows – The Insurance Network

“Our project involved coupling existing platforms with new CRM technologies, training and a complex project roll-out. Avrion managed the transition without fuss or any ‘catch-you’ extra fees – a job well done.”

David English – Restore plc

“Working with Avrion has been easy – not just because they understand the business, but because they are open to helping make things work. The answer is almost never “no” – but if it is – there is always an alternative solution to get around the issue put forward.”

Charlotte Hurrell – Belvoir Group

“Avrion has, from the start, been very honest and clear about what we can achieve without spending vast sums of money on an entirely new system. We now have a system that can evolve as the development does, to improve and continually improve account visibility for our homeowners and improve cash flow by utilising the automation that we required.”

Carly Cullen – Priors Hall Park Management

“We created an automation wish list for Avrion, who were brilliant at listening and communicating as they tailored the project specifically to the scope.”

Carly Cullen – Priors Hall Park Management

“At our internal review in 2019 we, as a company, asked if we were doing ourselves justice using Maximizer as our CRM solution or was there something better? We concluded that the price point for the system gives us a budget to develop our own specific customisations that are more beneficial for productivity and efficiency as well.”

Cole Fellows – The Insurance Network