Customer & Partner Portals

Secure self-service for customers, partners and suppliers.

Give people a simple way to apply, upload documents, track progress and get answers, connected directly to the systems your team already uses.

Start a conversation Explore by sector
  • Applications & forms
  • Document upload
  • Live status
Illustration of an applicant portal on desktop and mobile showing application progress Applicant portal Apply, upload and track online Your requestsPersonal detailsDoneDocumentsDoneInterviewPending75%ApplicationContinue Secure sign-inMFA and roles Live statusSynced to CRM Illustration of an applicant portal on desktop and mobile showing application progress Applicant portal Apply, upload and track online Your requestsPersonal detailsDoneDocumentsDoneInterviewPending75%ApplicationContinue

Across sectors

Portals for every audience.

Choose a sector to see what this looks like day to day.

Public sector

Apply, book and track online

Resident portals for applications, bookings and payments, with live status and secure document upload.

  • Online applications
  • Bookings and payments
  • Live status updates

Higher education

Applicant and student portals

Applicants upload documents, track decisions and accept offers, while students manage their requests in one place.

  • Application tracking
  • Document upload
  • Offer acceptance

Real estate

Tenant, landlord and buyer self-service

Tenants report repairs and pay rent, landlords see statements and performance, and buyers track their purchase online.

  • Repair reporting
  • Landlord statements
  • Purchase progress tracking

Suppliers & partners

Supplier and partner self-service

Suppliers submit invoices, update their details and see payment status without emailing your finance team.

  • Supplier onboarding
  • Invoice submission
  • Payment status

What we deliver

What a portal can include

Choose what you need. A short discovery confirms the scope, the plan and the cost.

  • Secure sign-in & roles

    Single sign-on, MFA and role-based access.

  • Forms & applications

    Guided, validated forms that save progress.

  • Document upload

    Secure uploads linked to the right record.

  • Live status tracking

    Customers see progress without having to ask.

  • Messages & notifications

    Updates by email or SMS at each stage.

  • Back-office integration

    Connected to Dynamics 365, CRM or your own systems.

In practice

An admissions-style application journey

A typical example of the change we make. Every engagement is shaped around your process.

Before

  • PDF forms emailed back and forth
  • Missing documents chased manually
  • Applicants call for updates
  • Staff rekey everything into the CRM

After

  • Online application that saves progress
  • Checklist of required documents
  • Live status for every applicant
  • Data lands directly in the CRM

A better applicant experience and a far lighter load for the team.

Example engagement

Self-service portal and workflow automation

Representative engagement ยท Web, automation and integration

The challenge
Customer requests handled by email and paper, re-keyed between systems, with no easy way for customers or staff to see status.
What we delivered
A bespoke web portal for customers, automated back-office workflows and secure integrations into the existing systems of record.
The outcome
A single, auditable record for every request, far less re-keying, and customers who can see progress without chasing.

Web & Digital Experiences Customer & Partner Portals Process Automation All case studies

Is this right for you?

Who it is for, and where our scope ends.

Plain answers before you get in touch, so you know what to expect and what to bring.

Who it is for

  • Organisations whose customers, partners or suppliers currently email documents and chase for updates
  • Teams that want to cut inbound status calls by showing progress online
  • Services that need secure sign-in and role-based access to sensitive information

Where our scope normally ends

  • Public marketing websites, which are covered under Web & Digital
  • Customer support staffing. The portal reduces chasing but does not replace your team
  • Hosting, identity and licence charges from platform providers, estimated during discovery

What we plan for in every project

Integration
The portal reads from and writes to the system your team already uses, such as Dynamics 365, Dataverse or a line-of-business application.
Security and data
Sign-in, roles and permissions are designed first: users see only their own information, and uploads and messages are controlled and logged.
Accessibility
Portal screens are designed towards WCAG 2.2, including forms, error messages and keyboard navigation.
Maintenance and support
Content, forms and notifications can be managed by your team where appropriate, with monitoring and support available after launch.

What we need to scope it

  1. Who the portal users are and what they need to do
  2. The back-office system the portal must connect to
  3. Documents, forms and statuses involved
  4. How users will sign in, and any identity or security requirements
  5. Accessibility obligations and launch timescale

Not everything has to be ready. Send what you have and we will help with the rest. Start a conversation

Questions

What clients usually ask.

Something else on your mind? Ask us directly

Technologies we use

  • Power Pages
  • Dataverse
  • Dynamics 365
  • Entra External ID
  • Azure
  • React
Power Pages or a custom portal?

Power Pages suits Dynamics 365 and Dataverse users; a custom build suits unusual requirements or very high traffic. We will recommend one.

Is it accessible?

We design to WCAG 2.2 AA and test with keyboard and screen readers.

Can portal users sign in with existing accounts?

Yes. We support social, Microsoft and organisational identity providers.

Related

What should your customers be able to do online?

Tell us the journey. We will sketch what a portal could look like.

Start a conversation info@devdex.co.uk