CRM which allows external clients to access

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Posted on by NParker

Hello.

We are a small business (Australia) which is looking to build a portal/APP for our customers (which are businesses) which we can interact with.

Our business builds and delivers policies, templates and varying other tools (e.g. such as a specific register for completion) which the business use as part of managing their business. As part of our relationship we help them manage these documents and therefore need to interact on a per business basis. Each business would not be able to see other businesses data.

I have spoken with Microsoft and pending a return call, they have suggested Dynamics 365 Business Central module for this purpose. I am wondering if anyone has an initial idea on the varying systems to use or could this be completed through the Business Central module?

Thanks for any help or guidance you can provide.

Nathan.

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