If your company already uses Microsoft Dynamics 365 (formerly known as Microsoft Dynamics NAV or Navision), you’re familiar with its vast potential as a CRM or ERP. But you may also know that sometimes the interface isn’t the most intuitive for all users, or that a more personalized experience is needed for your customers or team.
At Ganbaru Smartech, we develop custom software solutions, and one of our specialties is precisely integrating Microsoft Dynamics 365 into personalized environments, such as private areas, internal dashboards, or online platforms. This way, we help companies build their own customer area fully tailored to their business model, with the added benefit of keeping all data synchronized with Dynamics.
Streamline Customer Relations with a Custom Portal
Most of our clients use Microsoft Dynamics as the core system for managing sales, customer service, orders, or billing. However, we frequently encounter a recurring need: having a private client zone where users can easily consult their information, without depending on third parties or complex CRM access. This becomes even more critical when dealing with distributors, recurring clients, partners, or any users who interact regularly with the company.
That’s where we offer a unique solution: we develop customized customer portals directly integrated with your Dynamics 365, allowing clients to view their orders, download invoices, check the status of requests, or access specific documents. All within a clear, intuitive interface that matches your company’s branding.
A Solution Designed for Your Business – Not the Other Way Around
Unlike standard portals, the solutions we develop are not generic or rigid products. These platforms are built from the ground up based on your specific needs and are designed to integrate seamlessly into your digital ecosystem—be it a corporate website, internal back office, or mobile app.
The integration with Dynamics is done through its official APIs, allowing us to read, display, and in some cases write data directly to and from your ERP. This ensures not only a stable and secure connection, but also a smooth user experience with no duplication or technical complications.
Additionally, if you use tools like Power BI or Power Automate, we can enhance the development with dynamic reporting dashboards or automated workflows that further improve system efficiency.
A Common Case We Solve with D365 Integration
One of the most common cases we address is companies that sell through distributors or recurring clients and need to offer them direct access to relevant information: orders, delivery notes, invoices, technical documentation, etc. While all this information already exists in Dynamics, accessing it might require specific training, internal permissions, additional licenses, or even reliance on the sales team.
With our solution, your customers access a personalized portal where they can view all their information in real time through a simple interface with no technical barriers. This not only improves the customer experience but also drastically reduces internal workload: fewer calls to the sales team, fewer emails requesting documents, and less risk of errors or duplication.
Real, Measurable Benefits of Custom Software with Dynamics 365
Having a customer area integrated with Dynamics isn’t just about convenience or design. It’s a strategic improvement that directly impacts internal efficiency, brand image, and customer loyalty. Companies implementing this kind of solution gain control and agility while projecting professionalism, transparency, and modernity.
Moreover, being a modular and scalable solution, it can grow with your business. You can start with basic features such as viewing orders or invoices and later add support request flows, digital signatures, integrated payments, or even direct communication between client and company.
A Secure, Connected, and Truly Yours Solution
All customer portals we develop are hosted in secure environments, with authentication and permission control, and in compliance with data protection standards. As the end client, you won’t just see 'Dynamics'—you’ll see your own platform, with your logo, your colors, your rules, and your tone. But behind the scenes, everything stays synchronized with your ERP.
This approach allows companies to offer a professional and accessible digital environment without giving up control or the power of Microsoft’s tools.
What If We Implemented It in Your Business?
If your company already uses Microsoft Dynamics 365 and you're looking for a way to simplify information access for your clients or team, Ganbaru Smartech has the solution. We develop the customer portal your business needs, fully integrated with Dynamics and tailored to your real operations.
Contact us and we’ll show you real examples, personalized proposals, and everything you need to take the leap into a truly connected customer experience.
