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 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“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“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“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“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“Avrion is able to grasp a concept quickly and turn it into a deliverable that can make a significant difference to a business. They take the time to understand the requirement, taking concepts and ideas and turning them into tangible benefits to achieve the best outcome possible for the customer. I'd 100% recommend Avrion. It's been a dream working with them. They have helped us at every point in this process. I've worked with people in the past where there's a bit of tension, but with Avrion they always helped to direct our journey, in a way that was working with us as a partner, over anything else.”
Jasmin Dudden – Restore Datashred“I’m using Power BI a lot more now than I did when we started with creating refreshable dashboards for the Senior Leadership Team and other management levels showing different elements of the business. We are doing this by implementing the data warehouse built by Avrion, which is very handy. I love Power BI and think it is such a great tool that every business can have/use as it turns your raw data into a story that shows different aspects from the company over time.”
Dan Costin – Restore Datashred“With our workload and team outgrowing our old method of workflow management, we needed a solution. Having worked with Avrion in the past, we asked them to take a look. Dave, Nick and Sam took the time to go through our process with us. It was decided that a ticketing system was required - the guys set up what we required and assisted us whilst we inputted our data and got it going. I think the level of customer service we have received from Avrion is 5 stars.”
Mike Bevan – SPM Instrument UK