Portals For Dynamics 365

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

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 is Your Trusted Partner for Enterprise Portals

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.

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.

Common Portal Implementations:

  • Volunteer Management for National Organizations

  • Member Self-Service Portals for Associations

  • Food Distribution Scheduling for Community Food Banks

  • Donor and Event Management Platforms

  • Citizen Portals for Government

  • Student Portals for Educational Institutions

  • Client Portals for Professional Services, Legal & Financial

  • ...and more

Technologies:

  • Vertical Lift's CRM Integrator for Umbraco CMS

  • Microsoft Power Pages (Power Apps Portal)

Dynamics 365 Portal Case Studies:

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Common Portal Questions & Concerns

Have a question that’s not answered below? Contact Us.

A web portal is a secure, interactive platform that gives users personalized access to data, forms, and services often integrated with systems like Dynamics 365. Unlike a traditional website, which is mostly informational, a portal enables two-way communication and self-service capabilities for customers, partners, staff, or members.

Absolutely. Our portals support secure form submissions, service requests, file uploads, and other interactive features making it easy for users to engage with your organization and streamline internal workflows.

Yes, we specialize in migrating legacy portals to modern, secure, and scalable platforms. We preserve key functionality while improving performance, user experience, and integration with systems like Dynamics 365.

Yes. A portal can be implemented into most Dynamics 365 configurations with minimal disruption, leveraging your current data and workflows.

Yes, portals can be fully customized to reflect your organization’s branding. This includes applying your logo, colors, fonts, and design elements to ensure a consistent look and feel across all digital touchpoints. For more advanced needs, custom layouts, interactive components, and responsive design can be implemented. Vertical Lift has extensive experience delivering branded portal experiences that align with each client’s identity and user expectations.

Generally speaking, yes the portal technologies are mobile friendly. However care must be taken when creating the site to ensure responsive design best practices are followed.

Hosting and domain setup can be managed in several ways, depending on your organization’s preferences. For Power Pages, hosting is fully managed by Microsoft within the Azure cloud, providing built-in scalability, security, and compliance. You can configure a custom domain through the Power Pages admin center.

For other portal solutions, you can choose to host the portal on your own infrastructure, through a cloud provider like Azure, or have Vertical Lift manage hosting on your behalf. We also assist with domain setup - whether using your existing registrar or registering a new domain to ensure your portal is secure, accessible, and aligned with your organization’s branding.

Yes, your team can absolutely update the portal content and make routine changes without relying on costly support. We design our portals with user-friendly content management tools that empower non-technical staff to manage pages, text, images, and documents with ease. Whether it's publishing news, updating contact details, or adding new resources, your team stays in control. For more complex changes like new features or integrations, Vertical Lift is always available to assist when needed but day-to-day updates are designed to be simple and self-managed.

Portal costs can vary depending on the technology used, level of customization, integration complexity, and ongoing support needs. Factors include licensing fees (if applicable), initial development, data integration, branding, and hosting. Custom portals may have higher upfront costs but offer greater flexibility and long-term value. At Vertical Lift, we work closely with clients to define a solution that fits their budget, and we offer cost-effective options tailored to non-profits and mid-sized organizations.

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