"Where's my order?" "Can you resend that invoice?" Your team already has the answer sitting in Business Central. It just isn't in your customers' hands yet, so every question turns into a call, an email, or a search through your ERP. CRMJetty's self-service portal fixes that. It connects directly to Business Central and lets
customers find their own answers, securely, with no CRM or ERP training required.
In this video, see exactly how it's set up, in six steps:
• Audit your Business Central data – clean up duplicates and confirm every customer record is accurate
• Register a secure OAuth connection in Microsoft Entra ID so every portal request is authenticated first
• Scope access down to the record level, so customers see only their own orders, invoices, and accounts
• Connect the portal to Business Central so data flows through in real time
• Decide what's view-only versus what customers can update themselves
• Run a pre-launch checklist on permissions, data accuracy, and connection stability before go-live
Get these six steps right, and self-service becomes second nature, fewer repetitive queries for your team, faster answers for your customers. See how each step works in detail.
Read the full blog: https://www.crmjetty.com/blog/how-to-give-customers-self-service-access-to-business-central-data/
Request a demo: https://www.crmjetty.com/contacts/
Chapters (for Description)
• 0:00 Hook – The Same Questions, Every Day
• 0:04 The Problem With Locked-Away Data
• 0:20 The Solution – Self-Service Access
• 0:31 6 Steps, Simpler Than It Sounds
• 0:37 Step 1 – Audit Your Data
• 0:46 Step 2 – Secure OAuth Connection
• 0:56 Step 3 – Scope Record-Level Access
• 1:08 Step 4 – Connect in Real Time
• 1:19 Step 5 – View-Only vs Editable
• 1:26 Step 6 – Pre-Launch Checklist
• 1:36 The Result – Fewer Queries, Faster Answers
• 1:46 Book a Demo
#CRMJetty #BusinessCentral #Dynamics365 #BusinessCentralCustomerPortal