Xpand Portal
Xpand Portal® – a customer portal integrated with Microsoft Dynamics 365 Business Central
Xpand Portal
A web-based low-code platform, built to empower collaboration with clients, partners, and employees while remaining adaptable to the unique needs of your business.
Customer Order Management Module
A self-service ordering module for Microsoft Dynamics 365 Business Central, with direct customer access to product information, stock availability, pricing, and real-time order and shipment tracking.
Receivables Management Module
A self-service finance module for Microsoft Dynamics 365 Business Central, with 24/7 customer access to invoices, credit notes, payment status, and account balances.
Customer Care Management Module
A shared service and project workspace for Microsoft Dynamics 365 Business Central, with real-time updates, SLA tracking, and role-based access for both your team and your clients.
Over 9 years of market presence
Built through years of real customer projects, Xpand Portal provides everything you need to create secure business portals around your ERP. Combine ready-to-use modules with configurable pages, integrations, workflows, and role-based access to match your business processes.
Customer Care Management Module
Customer Care Management creates a shared workspace for projects, service delivery, and customer support. Projects, tickets, discussions, documents, notifications, and SLA tracking remain connected in one environment, giving every participant access to the same information. Instead of managing communication across multiple channels, your team and your customers collaborate through a single portal with complete project visibility.
Customer Order Management Module
Designed around common order management processes, this ready-to-use module gives customers a structured way to place orders, check stock availability, view agreed pricing, exchange documents, and track deliveries. With direct access to ERP data and configurable ordering workflows, businesses can standardize order processing while keeping customers connected through one secure portal.
Receivables Management Module
Built for businesses that want to centralize customer finance communication, this module provides one place for invoices, payment status, account balances, credit notes, reminders, and related documents. Customers access the latest financial information themselves, while finance teams manage receivables through a structured workspace connected to Business Central.
Connector
Сonnects to Microsoft Dynamics 365 Business Central through the Xpand Portal Connector, available on Microsoft AppSource. It synchronizes any standard or custom tables and fields, supports multi-company scenarios, and keeps orders, invoices, and documents updated in real time.
Accelerate everyday operations
Customer Portal
- Build a branded customer workspace tailored to your business processes.
- Bring orders, documents, contracts, pricing, inventory, and account information together in one portal.
- Configure pages, permissions, and available content for different customer groups.
Vendor Portal
- Create a dedicated workspace for suppliers to exchange documents and manage procurement activities.
- Share tenders, technical specifications, certificates, purchase orders, and delivery information.
- Keep supplier communication and documentation organized in one controlled environment.
Invoice Sharing Portal
- Centralize financial documents in one secure portal for your customers.
- Share invoices, credit notes, payment information, statements, and supporting documents.
- Configure access rules and document visibility for different customer accounts.
Project / Service Portal
- Create a shared workspace for projects, service delivery, and customer communication.
- Organize project documentation, discussions, milestones, service requests, and knowledge resources.
- Keep every participant working from the same up-to-date information.
B2B Commerce Portal
- Deliver a digital purchasing experience connected to your business processes.
- Combine product catalogues, pricing, ordering, inventory visibility, and shipment updates.
- Support repeat purchasing with configurable ordering workflows.
Or combine everything
- Build one portal for customers, suppliers, partners, and employees.
- Combine ready-to-use modules with custom pages, integrations, and workflows.
- Expand the portal as your business processes evolve.
How Xpand Portal works:
See the portal in use – orders, invoices, and support, in one place.
Pricing
Find a plan that works for you. Contact us to learn more.
Conditions
Minimum commitment of 1 year is mandatory, a discount of 5% can be applied for yearly prepayment,
a discount of 3% for quarterly prepayment.
Hosting of the Xpand Portal solution is not included and can be requested separately.
All Prices are excluding VAT and Services.
Roadmap
Built around real customer requirements. Every new release is shaped by customer feedback and evolving business needs. Explore upcoming improvements designed to expand collaboration, simplify communication, and unlock even more value from your ERP data.
Gate capacity planner
Reduced truck congestion and unnecessary downtime during peak hours – without expanding terminal capacity.
Transform logistics processes with AI
Reduced manual email processing and automated transportation order creation from incoming requests.
Project status reporting
Project information, progress updates, and documentation made available to customers – without manual status communication.
The companies trust us:
What our partners say
Contact us in any way you prefer
Frequently asked questions
How does Xpand Portal connect to Business Central?
Xpand Portal connects seamlessly to Microsoft Dynamics 365 Business Central through the Xpand Portal Connector, available on Microsoft AppSource. The connector synchronizes any standard or custom tables and fields from the ERP to the portal, supports multi-company scenarios, and enriches records with linked data when needed. No third-party middleware or custom development is required – the integration works out of the box. The connector automatically manages all data synchronization between the ERP and the portal, keeping orders, invoices, and documents updated in real time. For your business, this means: faster go-live with ready-to-use integration; lower implementation costs by avoiding custom builds; reliable, certified connectivity that is maintained and updated with every new platform release.
What is included in the portal price? Will we get a fully “functional” solution?
Xpand Portal is a configurational solution that contains a set of features and page templates that let you set up portal contents and layout according to your needs. After the portal is installed, some configuration is needed to make the solution fully functional. In addition, Xpand Portal offers three ready-to-use, fully functional modules: Receivables Management, Customer Order Management, and Customer Care Management. These are fast-to-deploy business layers built on top of Xpand Portal. Please note that these modules require additional licenses. The license price includes Xpand Portal with a set of features according to the selected plan, and the Xpand Portal Connector for Microsoft Dynamics 365 Business Central. Both Xpand Portal and the Connector include a set of demo configuration pages.
Who hosts the portal?
Currently, Xpand Portal is available as an on-premise solution, typically hosted on the server of the customer.
Does the portal have security protocols?
Yes. Xpand Portal includes a variety of security protocols to keep your B2B client portal safe: multi-factor authentication (MFA), role-based access controls, encrypted data transfer over HTTPS, OAuth 2.0 and SMTP authentication, audit logs, and user activity tracking. Each user only sees data linked to their own account. The portal is built with up-to-date components and built-in GDPR compliance, along with secure synchronization with Microsoft Dynamics 365 Business Central, making it a secure customer portal for businesses.
Which industries does Xpand Portal serve?
Xpand Portal is built for B2B companies running Microsoft Dynamics 365 Business Central or other ERP systems. Our customers include logistics and freight forwarding companies, wholesale distributors, manufacturing, warehousing providers, telecommunications, and IT. Each industry uses the portal differently – logistics companies gain real-time shipment tracking and order visibility, distributors enable B2B self-service ordering and invoice access, and manufacturers give clients live updates on project status. The portal adapts to your processes, not the other way around.