A customer portal
for Dynamics 365 Field Service.
Field service automation with an AI-powered customer portal, built for Microsoft Dynamics 365. Your customers get 24/7 self-service. You keep full control in your existing CRM.
Starting at €5 per user per month.
Self-service for your customers.
Everything stays in Dynamics.
The portal extends Dynamics 365 Field Service. It integrates with your current setup with no disruption to workflows or data.
Fewer routine calls
AI-powered automation handles service requests 24/7.
Full traceability
Every interaction is logged in Dynamics automatically, with no manual data entry.
Proactive service
Reactive service becomes proactive maintenance.
What your customers can do
Sign in with existing accounts
Built on Microsoft Entra External ID. Enterprise-grade authentication with a simple user experience.
Submit service requests 24/7
No waiting on hold. Every detail is captured accurately in Dynamics 365.
See all their equipment
Complete service history, reported issues, maintenance schedules and current status in one place. No more calls to ask when the last service was, or what the technician did.
Manage visits
All scheduled visits in a calendar view with technician arrival times. Reschedule or cancel in seconds without calling dispatch. Changes sync to Dynamics 365.
Get maintenance recommendations
AI analyses equipment data, service history and usage patterns. The dashboard flags upcoming maintenance before problems occur, to help prevent costly breakdowns and unplanned downtime.
You control access
Choose which Dynamics 365 accounts get portal access. Enable a customer organisation with one click, then invite individual users. Roll out gradually or limit access to premium service contracts.
Built for the whole
service chain.
Service organisations
- Extend Dynamics 365 Field Service with a customer portal
- Reduce operational costs and improve service delivery
- Keep full control through your existing CRM
- No disruption to workflows or data
- Deploy quickly and scale as you grow
Service managers
- AI handles routine service requests 24/7
- Every interaction logged in Dynamics with full traceability
- Turn reactive service into proactive maintenance
- Monitor performance metrics and optimise resource allocation
Your customers
- Submit tickets and track service requests 24/7
- View complete equipment history for all their machines
- Schedule maintenance and access documentation
- Receive proactive alerts about equipment status and maintenance needs
How do our customers sign in?
With their existing accounts. The portal is built on Microsoft Entra External ID.
Can we roll the portal out gradually?
Yes. You choose which Dynamics 365 accounts get access, enable customer organisations one at a time and invite individual users as needed.
Does it change how we work in Dynamics 365?
No. The portal integrates with your current Dynamics setup. Requests, visit changes and interactions sync to Dynamics 365 and are logged there.
See the portal on your own data
Book a short demo and we show the customer portal working with Dynamics 365 Field Service.