Business portals
Secure digital access for customers and partners
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.
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.
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
What do our customers say?
“We found the team at Avrion really understood our needs. It felt like they’d seen it all before, and that gave us confidence from day one. With Maximizer CRM, what it really does is allow us to track that from start to result stage… it’s helped change the mentality of our business.”
Chris Harrison – Heidelberg Materials Contracting“Avrion truly understood our business and tailored Dynamics 365 to fit our needs. The phased approach made adoption seamless, and we’re already seeing major time savings. Our internal processes are now streamlined, and we’re well-positioned for future growth. It’s a game-changer for us. 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“Working with Avrion has been amazing from start to finish. We use Maximizer as a main system, however we required a bespoke quote tool building for our sales team. From start to finish, the integration of the software and support has been nothing short of phenomenal. Their entire team are very knowledgeable, efficient and nothing is ever too much. We look forward to using Avrion moving forward and continuing a great business relationship.”
Luke Hogg – Knoxford Fabrications“Avrion is an agile, approachable, friendly company. They are easy to deal with and deliver on what they set out to achieve.”
Tom Crowther – Belvoir“Integrating over 30 acquisitions, meant harmonising over 60 customer databases. Impressive, but of little use if the data is unstructured. Maximizer meant structured data, yes it requires focus, but the output is efficient to say the least; the new improved pipeline made us twice as effective, cross selling across the 5 business units - closure went up 4-fold. Integrating this with front line operational calls gave us a holistic view, reducing hundreds of days spent on internal calls, joining up the dots for our customers. Opportunities grew by over 20% with straightforward data polishing. The icing on the cake was with GDPR, good process with opt-outs and customer choice on contact options. When you feed this into the business it allows us to be focussed on the day-to-day operation, the back-end processes of store, scan and shred just become slicker – our focus with customers substantially better. Hundreds of hours freed up for improvements on invoicing, value added services, the day to day delivery with document management. 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“Before Dynamics 365, we were managing tours through a mix of spreadsheets, emails and manual processes. Now, everything is in one place and works together seamlessly. The system is built around how we operate, not the other way around, and automates tasks that used to take hours. Most importantly, it gives us the flexibility to manage any type of tour and confidently support our continued growth.”
Karen Leggatt – Classic Grand Touring“We were looking for best service provider for our CRM system and we came across with Avrion in 2016 and since then we have never turned back in terms of CRM system. This was our best step to move with Avrion as they understood our requirement quickly with excellent solutions and also within our budget. Working with Avrion is wonderful experience; we never need to approach them for any issues as they are always one step ahead by taking regular follow-ups. They are quick and punctual in terms of completing project. We have undertaken many projects so far and are more than happy to say that their solution is up to the mark. Avrion's people are the greatest asset of the company. I really recommend Avrion not only CRM system but for many other IT solutions as well.”
Satish Ghaghada – CWC“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. 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. 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. Avrion enabled the changes to revolutionise our workflow through small steps that added huge impact. Not many people do that.”
Cole Fellows – The Insurance Network“After a feasibility study designed to ascertain which CRM to integrate into our business, I found that Avrion put together the best end scenario and product, Maximizer, to take our business forward. The team at Avrion showed their diligence and knowledge, which was a clear deciding factor in instigating our partnership. We look forward to strengthening our relationship going forward, as CRM evolution never stops! We can now see in real time how all of our opportunities are progressing. We also have automated reports in our Dashboard module showing the business sales performance and pipeline, which allows us to focus on each individual opportunity without any being left unnurtured. Avrion has now linked our Maximizer with Mailchimp to allow for focused marketing campaigns based on the data we add to the Address Book. We now have a clear sales process that can be tracked with clear ‘what’s next’ actions to implement.”
Craig Sansom – Prestige“Maximizer CRM has been an invaluable tool. It enables us to be very efficient, keep on top of client projects and opportunities, and deliver the service we want to for our customers.”
Graham Cording – Smart Presentations