A customer portal connected to your workflows.
Customers and partners need to submit requests, provide documents and check progress. Power Pages connects external users to Dataverse workflows, with suitable design, identity and data access.
Explore this topicRequests can arrive directly in the workflow.
An integrated portal collects information where teams can act on it. Cases have a customer, status and owner; customers see records released to them.
- Portal
- Access for customers & partners
- Dataverse
- Shared cases & records
- Berechtigungen
- Access per role and record
Self-service for useful customer tasks
Start with what customers submit, what they can change and which follow-ups occur. Design forms, views and statuses around those needs.
- Service & documents
- Submit structured requests and missing information against a case.
- Partners & approvals
- Give external participants defined tasks and access.
- Status & responses
- Show relevant progress and keep communication in context.
Identity and access are architectural decisions
Sign-in, roles, page permissions and table permissions have distinct functions. Access is tested beyond the visible interface.
Partners must not see each other's records. Attachments, personal data, registration and account management belong to the same access design.
Connect portal, CRM and automation
Power Pages uses Dataverse, with Dynamics 365, Power Apps and Power Automate supporting internal handling. Other systems connect through integrations with clear status ownership.
Design, mobile use, accessibility, performance, changes, support and licensing are considered before rollout.
External interface, shared records
Microsoft's React and Fluent UI application sample illustrates Power Pages design options. Your interface is tailored to your brand and users' tasks.
This is not an NXTGN client project. Acceptance tests cover your complete workflow, identity, permissions, attachments and handling.
How we work with you
Define user tasks
Define journeys, information and roles.
Integrate the portal
Connect design, records, identity and handling.
Test access and workflow
Test roles, mobile devices and exceptions.
Questions & answers
Is Power Pages the same as Power Apps?
No. Power Pages builds external sites; Power Apps builds applications, often for internal users. Both can use Dataverse.
Can our ERP be integrated?
With suitable interfaces and access. Define required records and reliable change transfer.
Which task should your customers handle themselves?
Review the user journey, records and handling before building the first page.