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Customer-facing invoice portal (D365 F&O)

  • 1.  Customer-facing invoice portal (D365 F&O)

    Posted 24 days ago
    HI:

    We are looking into providing our Customers (external clients) access their to invoices (to view invoices and make payments towards open invoices). Are there solutions available for such a customer-facing invoice portal in the D365 F&O ecosystem? 

    So far we have reviewed DynamicPoint (https://www.dynamicpoint.com/) and SK Global Software (https://sksoft.com/).
    Any other suggestions and thoughts?
    Thanks



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    Rohit Sharma
    Cincinnati
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    Conference-AXUG_200x200


  • 2.  RE: Customer-facing invoice portal (D365 F&O)

    Posted 23 days ago
    Hello Rohit,

    There is an announcement coming from MS over this and i think the first public announcement will be late Feb.  In reality it is on the road map to be out of the box with the use of power portal and F&O in combination.  The reality is that it probably will not be available for at least 8-10 months in the requirements you are talking about especially when it comes to payments.  Invoices probably more like mid-year

    Technically you could surface invoices now with a little manipulation using the prospect to cash integration now but this would be the data not the invoice print outputs

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    Neill Riordan
    Head of F&O
    KPMG Microsoft Business Solutions
    UK
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    Conference-AXUG_200x200


  • 3.  RE: Customer-facing invoice portal (D365 F&O)

    Posted 23 days ago
    https://www.nodus.com/solutions/online-bill-pay/

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    Dan Johnson
    Vice President
    GraVoc
    Tewksbury MA
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    Conference-AXUG_200x200


  • 4.  RE: Customer-facing invoice portal (D365 F&O)

    Posted 23 days ago
    Edited by Christine Speedy 4 days ago
    I have customer-facing invoice portal for the D365 F&O ecosystem. It's only available direct, not in MIcrosoft app store. Microsoft Payment Services ended December 31, 2017. Our solution provides fully integrated credit card, check/ACH and other payment types with many features that users requested for invoicing.
    Contact me for more information or demo.

    Christine Speedy
    CenPOS
    954-942-0483 9-5 ET


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    Christine Speedy
    Global Sales: AX/D365 Integrated Payments module
    Elavon / CenPOS
    Miami FL
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    Conference-AXUG_200x200


  • 5.  RE: Customer-facing invoice portal (D365 F&O)

    Posted 22 days ago
    Thanks for all the responses!

    Neill:
    I have a follow-up for you - 
    "In reality it is on the road map to be out of the box with the use of power portal and F&O in combination" - should I keep a lookout for this at https://dynamics.microsoft.com/en-us/roadmap/finance/?
    We are looking to go-live with D365 later this year -  so if there is a roadmap available for invoicing and payments functionality, we could be tempted to wait for that instead of pursuing a 3rd party-solution today.

    Thanks


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    Rohit Sharma
    The Kroger Co.
    Cincinnati
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    Conference-AXUG_200x200


  • 6.  RE: Customer-facing invoice portal (D365 F&O)

    Posted 18 days ago
    Hello Rohit,

    This is actually a supply chain feature as it is basically a B2B portal.  So please keep an eye on here https://docs.microsoft.com/en-gb/dynamics365-release-plan/2019wave2/dynamics365-supply-chain-management/planned-features

    Expect to see something next month as i believe there is a presentation in Barcelona in March

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    Neill Riordan
    Head of F&O
    KPMG Microsoft Business Solutions
    UK
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    Conference-AXUG_200x200


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