Web Portal Integrations

Portals That Connect, Integrations That Deliver

We design and implement secure, scalable web portals that connect your external users (members, volunteers, customers, or partners) directly to your Dynamics 365 environment. Our solutions streamline interactions, reduce manual processes, and extend the power of your CRM beyond your internal team.

Seamless Portal Experiences

We select the most appropriate portal technology whether it's a low-code platform or a custom-built solution based on your specific business needs, user experience goals, and budget. From self-service registration and secure dashboards to automated workflows and real-time Dynamics 365 integration, we deliver portals that strike the right balance between functionality, performance, and cost-efficiency.

Our portal implementations include:

  • Secure user authentication (including Azure AD B2C, multi-factor authentication)

  • Role-based access to Dynamics 365 data

  • Responsive design for mobile and desktop

  • Custom branding to match your organization

  • Scalable architecture for future growth

Key Portal Benefits

Portals provide a secure, scalable, and cost-effective way to extend your Dynamics 365 data to external users such as customers, members, vendors, or volunteers—without the need for full user licenses in Dynamics.

Real-Time Integration

Real-Time Integration

Portals connect directly to your Dynamics 365 environment, ensuring accurate, up-to-date information across all touchpoints.

Portal Enhanced Engagement PNG

Enhanced Engagement

Deliver a personalized, user-friendly experience with dashboards, notifications, and custom content based on user roles and data.

Reduced Licensing Costs

Reduced Licensing Costs

External users interact with the system through the portal, avoiding the need for costly Dynamics 365 licenses for each user.

Self-Service Access

Self-Service Access

Enable users to view, update, and submit data anytime, anywhere thus reducing the burden on internal teams and improving overall responsiveness.

Streamlined Workflows

Streamlined Workflows

Automate processes like registrations, case tracking, payments, and document uploads right from the portal thus saving time and reducing errors.

Reduce Support Overhead

Reduce Support Overhead

Cut down on calls, emails, and repetitive inquiries by providing users with the answers and actions they need through self-service tools.

Why Vertical Lift?

With years of experience delivering CRM-backed portals for non-profits, public sector organizations, and businesses across North America, we understand both the technical complexity and the user experience needed for successful projects.

Featured Implementations:

  • Volunteer management for national organizations

  • Member self-service portals for associations

  • Food distribution scheduling for community food banks

  • Donor and event management platforms

Technologies:

  • Power Pages (Power Apps Portal) by Microsoft

  • The Portal Connector (TPC) by Pavliks

Linked-in