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Avantiico Microsoft Business Applications Solutions Partner. Microsoft Inner Circle Partner

3PL Customer Portal for Microsoft Dynamics 365 F&SCM

UNABLE TO PRESENT ACCURATE FINANCIAL INFORMATION FROM D365 F&SCM TO YOUR 3PL CUSTOMERS AND, IN RETURN, ALLOW THESE CUSTOMERS TO COMMUNICATE EASILY WITH YOUR FINANCIAL DEPARTMENT?

The 3PL Automation Cloud’s customizable 3PL Customer Portal for D365 F&SCM provides:

• 24/7 self-service access – to 3PL invoices, payments, credit memo requests, support tickets & historical financial account overviews for any legal entity
• Accelerated payment cycles – improving overall cash flow
• Enhanced 3PL customer experience – Streamlining 3PL customer dispute resolution & appeals
• Reduced 3PL customer service inquiries – Freeing staff for more complex tasks
• Overall improved operational efficiency – reducing costs & strengthening customer relationships

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Customer portal graphic

Awarded Partner to Leading Brands Worldwide

The 3PL Customer Portal's Business Benefits

3PL Customer Portal increases cash flow

Increased Cash Flow

Faster Payments:

With 24/7 access to current and past invoices, customers can more easily track what they owe and when payments are due—leading to faster payment cycles and improved cash flow for the business.

Streamlined Credit Memo Process:

The 3PL portal facilitates the reporting and resolution of Credit Memo Requests addressing invoice issues that delay payments.

Enhanced Financial Management:

The 3PL portal streamlines the accounting and reconciliation processes. The automated tracking and integration with accounting software simplifies financial management and reporting.

3PL Customer Portal improves customer retention Dynamics 365 Finance and Supply Chain

Improved Customer Retention

Reduced Customer Service Inquiries:

The 3PL portal gives customers 24/7 access to their invoices, payment history, and credit memos. This access reduces the volume of customer service inquiries, freeing up staff to focus on value-added work.

Improved Customer Experience:

A well-designed 3PL customer portal enhances the customer experience by providing a convenient, self-service option for managing account details. This can lead to higher customer satisfaction and loyalty.

3PL Customer Portal for increased transparency

Enhanced Customer Transparency

Better Record Keeping:

A centralized digital record of all transactions benefits 3PL customers and 3PL providers. This can simplify auditing processes and ensure that records are accurate and easily accessible.

Streamlined Dispute Resolution:

If a customer has a dispute over an invoice or payment, they can review all relevant documents directly through the 3PL Portal, facilitating faster and more effective resolution of disputes.

Centralized & Secure Customer Data in the 3PL Customer Portal

The 3PL Customer Portal is a low-code platform that simplifies accessing and managing company data from Microsoft Dynamics 365 by centralizing all details in one place. By enabling your customers to view up-to-date invoices, support requests, and credit memo data, payments can be reviewed and reconciled in a timely manner


The Portal offers robust security features, allowing only authorized users to read, write, and access confidential company data.
Security controls can be easily managed allowing for flexibility matched with enterprise grade security

Our team can work with you to implement the low-code 3PL Customer Portal and get it up and running in just 14 days

Invoices in 3PL customer portal
Invoice lines in customer portal
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Library of Assets & 3PL Customer Portal Add-Ons

The 3PL Customer Portal for Microsoft Dynamics 365 Finance and Supply Chain offers a centralized hub for your customers to seamlessly navigate the onboarding process and access essential resources. The platform provides comprehensive onboarding information, FAQ, knowledge based-articles, guides, and tutorials to streamline the onboarding experience and empower customers to find the information they need quickly and efficiently

The Portal also offers various add-ons and enhancements to improve the customer service experience including:

  • Customer Service Alerts in Teams or Outlook
  • Integration with SharePoint to store documents in an online repository
  • Power Automate to create flows reducing manual work and increasing efficiency
  • The ability to deploy Power Apps for organization users to access data 
  • Access to new, in-preview features, such as online 3pl customer portal payment processing

Depending on your needs, our team can work with you on custom built add-ons and features 

3PL Customer Portal Customization

The 3PL Customer Portal is fully personalizable to align seamlessly with your corporate brand and identity. You can maintain brand consistency by incorporating your company’s logo, color scheme, and design elements into the portal’s interface ensuring a cohesive customer experience

3PL Customer Portal Customization
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Enhance Customer Service Effortlessly

Stats based on real customer data

24/7

Support Portal Access

2 week

Implementation Timeline

$ Millions

Saved in Days Sales Outstanding

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