For Service Organizations

Extend your Dynamics 365 Field Service with a customer portal that reduces operational costs and improves service delivery. Give your customers self-service capabilities while maintaining full control through your existing CRM. Seamlessly integrate with your current Dynamics setup—no disruption to workflows or data. Deploy quickly and scale as your business grows.

For Service Managers

Eliminate time wasted on routine phone calls with AI-powered automation that handles service requests 24/7. Every interaction is automatically logged in Dynamics with complete traceability—no more manual data entry or missing information. Convert reactive service into proactive maintenance opportunities. Monitor performance metrics and optimize resource allocation with intelligent insights.

For Your Customers

Empower your customers with 24/7 self-service access to submit tickets, track service requests, and view complete equipment history. They can monitor all their machines, schedule maintenance, and access documentation without calling your support line. Receive proactive alerts about equipment status and maintenance needs. Improve customer satisfaction while reducing your support burden.

New Launch Your Customer Portal with AI-Powered Self-Service for Dynamics 365

Your customers access the portal using their existing accounts. Built on Microsoft Entra External ID, the portal supports enterprise-grade authentication while keeping the user experience simple.

Your clients submit service requests 24/7 without waiting on hold, saving time while ensuring every detail is captured accurately in Dynamics 365.

Customers can see their equipment in one place: complete service history, reported issues, maintenance schedules, and current status. No more calling to ask "when was our last service?" or "what did the technician do last time?"

See all scheduled visits in a simple calendar view with technician arrival times. Reschedule or cancel appointments in seconds without calling dispatch-changes sync automatically to Dynamics 365.

Control exactly which Dynamics 365 accounts get portal access. Enable the portal for specific customer organizations with one click, then invite individual users as needed. Perfect for rolling out gradually or limiting access to premium service contracts.

The portal surfaces intelligent recommendations right on the main dashboard. AI analyzes equipment data, service history, and usage patterns to alert users about upcoming maintenance needs before problems occur - helping prevent costly breakdowns and unplanned downtime.