Empower your customers with 24/7 self-service access to their Business Central data

The DCX Customer Portal is a modern, secure web application that provides your customers with instant access to their orders, invoices, quotes, and account information directly from Business Central.

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Key Features

Secure Microsoft Authentication

Single Sign-On (SSO) with Microsoft Entra ID ensures secure access for your customers using their existing Microsoft accounts.

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Real-Time Dashboard

Customers see their critical business metrics at a glance with real-time data synchronised from Business Central.

Dashboard Metrics

• Open Orders - Track active orders in progress
• Open Invoices - View outstanding payment obligations
• Overdue Invoices - Identify past-due amounts requiring attention
• Outstanding Balance - See total amount owed at a glance

Interactive metric cards provide instant visibility into account status

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Orders Management

Complete Order Visibility

Customers can view all their sales orders with full details including line items, quantities, pricing, and delivery status.

Order Details

Detailed view of each order including:

• Order number and date
• Customer reference
• Delivery address
• Order status (Open, Released, Pending)
• Line items with quantities and pricing
• Total amounts

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Invoice Management

Invoice List & Tracking

View all invoices with clear status indicators, due dates, and payment information.

Invoice Details

Access complete invoice information including:

• Invoice number and date
• Due date and payment terms
• Line item details
• Tax calculations
• Total amounts
• Payment status

PDF Download

Download invoices for record-keeping and accounting purposes.

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Online Payment Integration

Integrated Stripe Payments

Customers can pay invoices instantly using credit cards through secure Stripe integration.

Secure Payment Processing

• PCI-compliant payment handling
• Support for major credit cards
• Real-time payment confirmation
• Automatic Business Central synchronisation

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Sales Quotes

Quote Management

Customers can review sales quotes, check pricing, and see quote expiration dates.

Quote Details

Access complete quote information including:

• Quote number and date
• Valid until date
• Line items with quantities and pricing
• Special terms and conditions
• Status tracking (Open, Converted, Expired)

Create New Quotes

Customers can create new quote requests directly from the portal, streamlining the sales process.

• Self-Service Quote Creation. Request quotes without calling or emailing
• Item Selection. Browse and select from available products and services
• Quantity Specification. Define quantities and requirements
• Special Requests. Add notes and special instructions
• Instant Submission. Quotes sync automatically to Business Central for processing
• Status Tracking. Monitor quote progress from submission to approval

This self-service capability reduces response time and improves customer satisfaction by eliminating back-and-forth communication for quote requests.

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Transaction History

Transactions

Complete visibility into all customer transactions including invoices, payments, credit memos, and adjustments.

Transaction Details

View detailed information for each transaction:

• Entry type (Invoice, Payment, Credit Memo)
• Posting date
• Due date
• Document number
• Description
• Amount
• Remaining amount
• Open/Closed status

Clear categorisation of transaction types

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Business Benefits

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User Experience

Intuitive Navigation

Clean, modern interface with sidebar navigation makes it easy for customers to find what they need.

Responsive Design

Works seamlessly on desktop, tablet, and mobile devices.

Professional Look & Feel

Modern design with attention to detail creates a professional impression that reflects well on your business.

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Perfect For

• Wholesale & Distribution

  Companies with many customer accounts

• Manufacturing

  Businesses with complex orders and invoicing

• Service Companies

  Needing to provide invoice access to clients

• B2B Organisations

  Wanting to improve customer self-service

• Any Business

  Using Business Central and wanting to enhance customer experience

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Quick Setup

The portal is designed for rapid deployment:

• Deploy to Azure

  One-click deployment with Azure Developer CLI

• Configure Business Central

  Install the extension and enable API access

• Set Up Authentication

  Configure Microsoft Entra ID app registration

• Enable Customers

  Mark contacts as portal-enabled in Business Central

• Go Live

  Share the portal URL with your customers

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Getting Started

Ready to give your customers 24/7 access to their Business Central data?

• Documentation

  Complete setup and user guides included

• Support

  Comprehensive administrator and troubleshooting guides

• Customization

  Source code included for custom modifications

• Updates

  Regular updates and improvements