Provide a personalised catalogue and pricing structure for your customers

Open up new doors to your customers

Controlled through a secure login area, our +Extranet add-on provides you with a place to provide a personalised catalogue and pricing structure for your customers where they can:

  • View and manage their open orders, allowing them to edit, delete or submit an order for review

  • Download their catalogue to Excel where they can add quantities and then upload for submission

  • View their order history, including details of each order and the current shipping status

  • Manage their shipping addresses. They can create and modify addresses, which they can immediately select from when submitting an order, reducing manual input!

  • Reset their own password, avoiding time consuming emails and phone calls (passwords are stored encrypted for increased security)

Extranet - Dynamics 365 Extension

From your side, you can customise the look and feel of a user’s account by setting the company logo, changing the colour scheme and providing a splash image that is displayed to the user on the homepage when they login (maybe an image to promote specific products or even just a secondary logo).

User accounts are created and associated with your customers in Dynamics 365, where you can easily manage their account permissions including functions such as disabling or resetting passwords. You are in control of the menu structure on the portal and you define the catalogue and prices to show for a customer.

With the Extranet being in real-time with Dynamics 365, any changes you make are instantly shared with your customer base. It even supports multi-language, allowing the user to easily switch between their preferred language!

Like this? You may also be interested in these Dynamics 365 extensions:

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Got a question about our Dynamics 365 Extensions?

Get in touch with the Dynavics team today. We’ll be more than happy to discuss Dynamics 365 Extensions!

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