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Customer Portal

  • 1.  Customer Portal

    SILVER CONTRIBUTOR
    Posted Aug 18, 2020 11:13 AM
    Has anyone found a Customer Portal / eCommerce solution that works with AX?

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    Andrew Jaime
    Director of Information Technology
    Sokol and Company
    Countryside IL
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  • 2.  RE: Customer Portal

    Posted Aug 18, 2020 01:05 PM
    Hi Andrew,

    Which version of Dynamics AX are you referring to? The latest version of Dynamics 365 (Retail) comes with its own eCommerce platform built into the ERP framework.

    Best Regards,
    Nanditha

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    Nanditha Kini Mukerjee
    Senior Manager- Presales
    Synoptek
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  • 3.  RE: Customer Portal

    SILVER CONTRIBUTOR
    Posted Aug 18, 2020 01:26 PM
    Hi Naditha,

    We're on AX 2012 R3.

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    Andrew Jaime
    Director of Information Technology
    Sokol and Company
    Countryside IL
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  • 4.  RE: Customer Portal

    Posted Aug 19, 2020 12:06 PM
    Hi Andrew,

    Can you elaborate on what you mean by Customer portal? Are you looking to display invoices and allow customers to access and pay from there? This might be different from an eCommerce solution so just clarifying your intent. Sk Global - sksoft.com (ISV) has a solution for integrating invoices to a portal and allowing for payment. This is fully integrated in AX as a module. They call this ePay and can work in conjunction with their Credit Card Advantage solution. We have partnered with them for many clients and it is an excellent product.

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    Steve Carter
    PCS Senior Consultant
    Blue Horseshoe
    Carmel IN
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  • 5.  RE: Customer Portal

    SILVER CONTRIBUTOR
    Posted Aug 19, 2020 12:22 PM
    ​Hi Steve,

    I'm thinking more along the lines of placing orders, see order status, order history, etc.

    Thanks,

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    Andrew Jaime
    Director of Information Technology
    Sokol and Company
    Countryside IL
    ------------------------------



  • 6.  RE: Customer Portal

    Posted Aug 20, 2020 10:16 AM
    Hi Andrew,

    There is an AX customer portal that can be used for this purpose. I'll refer you to the MS docs for info (below) as I have not personally worked with it or implemented it.

    https://docs.microsoft.com/en-us/dynamicsax-2012/appuser-itpro/about-the-customer-self-service-portal

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    Steve Carter
    PCS Senior Consultant
    Blue Horseshoe
    Carmel IN
    ------------------------------



  • 7.  RE: Customer Portal

    Posted 26 days ago
    Edited by Fidel Martin 26 days ago
    Enterprise Portal for AX had a customer self-service portal but it was depreciated. However, you can transition AX 2012 to Dynamics 365. It is a complete suite of enterprise-based solutions and has a portal framework inbuilt into the system.

    Talking about Dynamics 365 customer portal, it helps you manage orders, invoices, cases, documents, and customers from one defined space. 
    The best part is that you can customize it. For instance, if you want more features in the order management module besides tracking and viewing history, you can get it customized.

    Knowledge Base, Forums, Appointment Management are a few of the other benefits you would avail.

    To know more about Dynamics CRM Portal, you can talk to our experts
    ------------------------------
    Fidel Martin
    CRMJetty
    Santa Ana
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    -------------------------------------------
    Original Message:
    Sent: Aug 18, 2020 11:12 AM
    From: Andrew Jaime
    Subject: Customer Portal
    Has anyone found a Customer Portal / eCommerce solution that works with AX?
    ------------------------------
    Andrew Jaime
    Director of Information Technology
    Sokol and Company
    Countryside IL
    ------------------------------


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