Microsoft Dynamics 365 | Integration, Dataverse...

The best Microsoft solution to deliver a client portal?

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Posted on by OzmeisterO

Hi all. I'm trying to work out the best solution from the Microsoft suite to create a client portal. Somewhere simple to share documents and ideally collaborate. Yes, Teams and SharePoint have that functionality, but they largely have to be setup manually for each client, either adding relevant users as Guests, creating shares, or setting up Azure B2B Direct Connect with each client individually.

I was wondering if any of the Dynamics products provide 'proper' client portal functionality please? If anyone can advise it would be much appreciated. Thanks.

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Adrian Begovich 1,027 Moderator on at

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Hi OzmeisterO,

I recommend using Microsoft Power Pages to meet these requirements.

Microsoft Dataverse supports integration with SharePoint Online that enables you to use the document management capabilities of SharePoint from within Dataverse. Power Pages supports uploading and displaying documents to and from SharePoint directly on a basic form or multistep form on a website. This feature allows website users to view, download, add, and delete documents from a webpage. Website users can also create subfolders to organise their documents.

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OzmeisterO 5 on at

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Thanks Adrian Begovich - I'll certainly look into that further as haven't explored Power Pages properly yet.

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