B2B Portal

B2B Portal is a tool that enables companies using Microsoft Dynamics NAV to exchange information and documents with its customers and partners without logging into the system. It is a solution designed with data exchange convenience and system security in mind.

More efficient collaboration

B2B Portal is a solution designed to facilitate the process of exchanging information with employees, partners and contractors. With B2B Portal, the process is automated.

Microsoft Dynamics NAV stores information that is also critical for external stakeholder of processes. For example, customers need to know the current availabity of an item in the company’s warehouse or check the order status. This data can be automatically retrieved from NAV to be viewed on the portal without any intervention of employees. On the other hand, the portal can be also a place where customers enter their data, place orders, submit complaints or fill in selected cards in a structured format which enables easy processing within NAV. By providing self-service capabilities to customers and eliminating workload for employees your company can improve its productivity.

IMPROVED INTERACTIONS WITH YOUR PARTNERS

Functionality

The setup of the B2B Portal always corresponds to the needs of the company and its customers. It includes the functionalities supporting the core processes in the company-customer data exchange and collaboration. The B2B Portal is also a collaboration and work platform for employees and partners.

The following list includes sample solutions for customer self-service:

  • Monitoring of inventory level and planned item delivery
  • Facilitated document entry including complaints
  • Possibility for customers to adjust their data in editable fields at customer cards
  • Documents such as invoices, orders, shipments available anytime and anywhere (as PDF downloadable files)
  • Warehouse receipt of shipped items displayed on the B2B page
  • Faster purchasing process due to the possibility of conversion of sales quotes into sales orders at the B2B platform
  • Automated processing of orders and attached documents within Dynamics NAV

The in-company use of the B2B Portal and functionality depend on the level the solution is accessed from:

  • Production employee level - the possibility to record work time without logging directly into Microsoft Dynamics NAV
  • Sales representative level - access to item availability data, current price lists, assortment details, customer history and the possibility to place orders
  • Access to key documents such open purchase orders, overdue shipments, payment history, open invoices and vendor statistics
  • Service employee level - service order approval, registration of service order delivery, or entry of completed customer surveys with service quality evaluation
  • Access for other subsidiaries in a multi-subsidiary company. Authorized employees have direct access to data of other departments.
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