3PL Customer Portal for Microsoft Dynamics 365 F&SCM
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Simplify Onboarding & Enhance Customer Support
The 3PL Customer Portal for Microsoft Dynamics 365 Finance & Supply Chain serves as a centralized hub for seamless onboarding and customer self-service. It provides FAQs, guides, tutorials, and knowledge base articles to help customers quickly find the information they need.
Enhance customer support with add-ons like service alerts in Teams or Outlook, SharePoint integration for document storage, Power Automate workflows, Power Apps for data access, and online payment processing. Custom add-ons can also be developed to fit your business needs.
The 3PL Customer Portal's Business Benefits
More Cash Flow, Less Billing Delays
Faster PaymentsWith 24/7 access to current and past invoices, customers can more easily track what they owe and when payments are due, leading to faster payment cycles and improved cash flow for the business.
Streamlined Credit Memo ProcessThe 3PL portal facilitates the reporting and resolution of Credit Memo Requests addressing invoice issues that delay payments.
Enhanced Financial ManagementThe 3PL portal streamlines the accounting and reconciliation processes, with automated tracking and accounting software integration that simplifies financial management and reporting.
Improved Customer Retention
Reduced Customer Service InquiriesThe 3PL portal gives customers 24/7 access to their invoices, payment history, and credit memos. This access reduces the volume of customer service inquiries, freeing up staff to focus on value-added work.
Improved Customer ExperienceA well-designed 3PL customer portal enhances the customer experience by providing a convenient, self-service option for managing account details. This can lead to higher customer satisfaction and loyalty.
Enhanced Customer Transparency
Better Record KeepingA centralized digital record of all transactions benefits 3PL customers and 3PL providers. This can simplify auditing processes and ensure that records are accurate and easily accessible.
Streamlined Dispute ResolutionIf a customer has a dispute over an invoice or payment, they can review all relevant documents directly through the 3PL Portal, facilitating faster and more effective resolution of disputes.
Centralized & Secure Customer Data in the 3PL Customer Portal
Be up and running in just 5 to 10 business days.
If your 3PL business is currently using Microsoft Dynamics 365 WMS the 3PL WMS Connector can add additional warehouse work types seamlessly. This includes passing warehouse information through mobile apps for your warehouse personnel, allowing for scanning and system-guided work, significantly reducing errors, and optimizing productivity.
Whether you’re implementing Microsoft Dynamics 365 Warehouse Management module now or in the future, the 3PL WMS Connector is ready to be integrated out-of-the-box and offers real-time push of billable activities, streamlining your 3PL’s billing and operational processes.
Library of Assets & 3PL Customer Portal Add-Ons
The 3PL Customer Portal for Microsoft Dynamics 365 Finance & Supply Chain provides a centralized hub where customers can seamlessly navigate onboarding and access essential resources. The platform includes comprehensive onboarding information, FAQs, knowledge base articles, guides, and tutorials, ensuring a streamlined experience while empowering customers to quickly find the information they need.
The portal also offers add-ons and enhancements to elevate customer service, including:
Supported journal types:
- Customer service alerts via Teams or Outlook
- SharePoint integration for document storage
- Power Automate workflows to reduce manual tasks and boost efficiency
- Power Apps deployment for seamless data access
- New features, such as online 3PL customer portal payment processing
Our team can also develop custom add-ons and features tailored to your specific needs.
3PL Customer Portal Customization
The 3PL Customer Portal is fully personalizable to align seamlessly with your corporate brand and identity. You can maintain brand consistency by incorporating your company’s logo, color scheme, and design elements into the portal’s interface ensuring a cohesive customer experience.
Enhance Customer Service Effortlessly
24/7
Support Portal Access
2 week
Implementation Timeline
Millions
Saved in Days Sales Outstanding
STATS BASED ON REAL CUSTOMER DATA
See the 3PL Automation Cloud in Action – Request Your Demo Today
Looking to streamline your 3PL processes with a seamless customer portal? Request a demo today, and we’ll show you the specific benefits to your business.
Featured Resources
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