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Key Features of Customer Web Portal :
- Get consolidated & real-time information of customers
- Effectively track sales order details like outstanding orders, completed orders, etc.
- Keep a track of Posted sales shipment, posted sales invoice, posted sales credit memos, posted return receipt
- Track the history of Account Statements & Customer Ledger Entries
- Get a quick overview of invoices and receipts with outstanding balances
Easily Access your Customer-Specific Information
Dhyey’s Customer Web Portal Add-On is designed to give you easy access to customer information in real-time. With our portal, you can track sales orders effectively, including outstanding and completed orders. You can also view historical data related to posted sales shipments, invoices, credit memos, and return receipts without any hassle. All information is specific to the customer who logs in, and it can be accessed anytime using the internet.
Make Use of Dashboard for Viewing Customer Orders
Dhyey’s Customer Web Portal Add-On can be seamlessly integrated with Microsoft Dynamics 365 Business Central. The Dashboard it offers, is designed to give users a quick and easy overview of all customer-related information in real-time, including the number of sales orders, receipts, invoices, credit memos, and return shipments. The automated processes not only eliminate human error but also improve information accuracy, allowing you to keep track of your ongoing assignments and transactions and quickly align your strategies whenever needed.
Streamline Processes & Ensure Customer Satisfaction
Dhyey’s Customer Web Portal Add-On is designed to give you easy access to important data like historical account statements and customer ledger entries. With a quick view of outstanding balance for documents like invoices and receipts, you can streamline your financial processes by getting an overview of what’s owed and what’s been paid. Reports on general ledger, sales orders and sales receipts are also available, making it easy to keep track of your company’s finances. All customer specific data is secured and confidential – this builds trust and ensures customer satisfaction.
Leading Microsoft Partner in Gujarat
As a leading Microsoft Partner with over 15 years of experience in Technology Consulting, we at Dhyey Consulting strongly believe in facilitating a holistic and unified “Digital Transformation” for all our clients and partners. We are proud to be able to offer our clients a wide range of services and products that can help them take their businesses to the next level. Whether it’s implementing new ERP systems, migrating to the cloud, or simply streamlining their current processes, we are confident that we can help them achieve their goals.
Culture of Innovation
At Dhyey, we foster a culture of Innovation & adhere to the philosophy of “Identify, Innovate & Implement.” Following Microsoft’s vision of democratizing software & technology capabilities, we have developed a wide-range of Add-On solutions like Customer Web Portal that not only complement but also seamlessly integrates with modern ERP solutions like Dynamics 365 Business Central.
Seamless Customer Experience
At Dhyey Consulting, we believe in creating a seamless customer experience and increasing customer engagement using technology and innovation. Our team of Techno-Functional Consultants are highly skilled and knowledgeable, and provide our clients with round-the-clock support. This way, our clients can focus on what they do best, while we take care of the technical details.
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Read Some of the Feedback
We’re excited to announce that we recently migrated our solution to a more modern solution. We wanted to share how this project came about and how we were able to make it happen with a minimal amount of disruption to our customers. We really appreciate Dhyey’s technical team for smooth transition.
We completed upgrade from legacy to latest version in our organization. And I have learned that it is a process. First of all, Nilesh & Dhyey team identified process gaps. And then together, we remove process gaps. Thats how entire team achieved revamped process.
Our key challenge during transition from Dynamics AX to D365 Finance was “Data upgrade”, we asked Dhyey to bring historical data from legacy to modern. Team dhyey knows the steps and get the job done. Our newer version gives us many more feature to implement to enhance solution. Latest solution also enable Power BI reporting.