My Account Portal

- for Microsoft Dynamics NAV

Overview

Email and phone calls are effective ways to communicate with your customers, but they don’t always give your customer quick access to the things they want.

Use Dynamics Additions My Account Portal for Microsoft Dynamics NAV to free up your staff from dealing with simple account enquiries and deliver real-time access to account information for all your customers.

Description

Designed to provide a self-service environment 24/7, My Account Portal gives users the ability to view financial data such as statements, invoices and orders, allows them to pay off account balances via SagePay and others and request returns.

From inside the portal, customers can get a clear picture of their account from credit notes to raising a query – putting the power into the customer's hands.

With My Account Portal, your customers can login anytime they want, from anywhere and get access to things they need without having to call you directly.

Requirements

  • Dynamics NAV 2015 or newer

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