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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.

Contact us today

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.

Book a Business Health Check Today!

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
Book a Discovery Call

What do our customers say?

“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

“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.”

Cole Fellows – The Insurance Network

““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

“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.”

Raj Mahay – Resin Products

“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

“Connolly's Red Mills have been working with Avrion since 2017 with our Maximizer implementation and have found them to be a great company to deal with, projects completed in a timely manner to a high standard.”

David Dewberry – Connolly’s Red Mills

“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 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.”

Jasmin Dudden – Restore Datashred

“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

“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