Acumens Customer Portal: Transforming Business Interactions with Microsoft Dynamics 365 Business Central
In your business, customer experience defines business success. Customers no longer want delays, scattered communication, or outdated processes. They want real-time access to their accounts, seamless payment options, and secure transactions. That’s exactly what Acumens Customer Portal delivers.
Built for Microsoft Dynamics 365 Business Central and Dynamics NAV, this add-on is a complete solution to enhance customer business interactions. It integrates directly with Business Central and gives customers, resellers, and salespeople simple web portals to manage their accounts, view transactions, and make secure payments.
In this blog, we will break down how Acumens Customer Portal works, why it matters, and how businesses can benefit from its powerful features.
What is Acumens Customer Portal?
Acumens Customer Portal is an extension designed for businesses that want to connect better with their customers. It provides real-time access to critical account details, transactions, and payment options through a web portal linked directly to Dynamics 365 Business Central.
Customers can:
- Track orders and invoices.
- Save payment details.
- Make payments online.
- Use card or bank transactions securely.
Businesses can:
- Improve customer service.
- Reduce manual work.
- Speed up cash flow.
- Provide a modern, digital experience.
This addon works hand in hand with Acumens e-Payments and Acumens e-POS to power secure payment processing.
Why Businesses Need Acumens Customer Portal
Business relationships thrive when customers feel empowered. Traditional payment methods, scattered records, and delays in accessing information often frustrate customers. The portal solves these challenges.
Here’s why it matters:
- Real-time access: Customers view sales orders, invoices, and payments instantly.
- Secure payments: Supports Visa, MasterCard, American Express, and Discover.
- Multiple portals: Works as a reseller portal, customer portal, or salesperson portal.
- Faster cash flow: Customers pay invoices quickly through PaybyLink.
- Global compatibility: Works in all countries where Microsoft Dynamics 365 Business Central is available.
In short, Acumens Customer Portal transforms how businesses and customers interact.
Key Features of Acumens Customer Portal
Let’s explore the standout features that make this addon essential for businesses.
Customer Defined Payment Method Setup
Customers want convenience. With this feature, they can save card or bank details directly in Business Central. Businesses share a Save Card or Save Bank link with customers, making setup simple and secure.
Supported card types:
- Visa
- MasterCard
- American Express
- Discover
This reduces payment delays and ensures customers don’t have to re-enter details each time.
Customer Payment Processing
Payments should never be complicated. With Acumens Customer Portal, customers receive a PaybyLink from their sales documents in Business Central.
They can:
- Pay for Unshipped/Unbilled Orders.
- Pay for Unpaid Posted Invoices.
- Choose card or bank transfer.
The result is faster collections for businesses and peace of mind for customers.
Reseller Portal
For businesses working with resellers, this feature is a game-changer.
The Reseller Portal has three tiers of accounts:
- Reseller
- Business Central End Users
- Customers
Resellers and end users can manage their accounts, while actual payments are handled only at the customer tier. This structure provides wider business coverage and transparency in reseller operations.
Customer Portal
This is the core of the addon. The Customer Portal gives customers direct access to their Business Central account.
They can:
- View Unshipped/Unbilled Orders.
- Check Posted Sales Invoices.
- Track Unpaid Posted Invoices.
- Make payments using e-Payments or e-POS.
Only one payment processing app can be active at a time, giving businesses control over operations.
Salesperson Portal
Sales teams also require effective tools to perform their tasks efficiently. The Salesperson Portal provides real-time access to customer records, items, transactions, and history.
Salespeople can:
- Manage customer accounts.
- View and track sales documents.
- Execute tasks directly on the portal.
- Sync everything back to Business Central in real time.
This empowers sales teams to stay productive and responsive.
Benefits for Businesses
Adopting Acumens Customer Portal brings both operational and strategic benefits.
Improved Customer Experience
Customers no longer wait for updates. They log in, view their account, and act instantly.
Secure Payments
Built-in payment gateways reduce risks. Card and bank payments are encrypted and safe.
Faster Collections
PaybyLink simplifies invoice payments, reducing late payments and improving cash flow.
Operational Efficiency
Sales and customer service teams spend less time chasing payments or sending updates.
Flexibility
Whether you run a direct-to-customer model or work with resellers, the portal adapts to your structure.
Scalability
Works in all regions where Business Central is available, making it perfect for global businesses.
Supported Editions, Countries, and Languages
- Editions: Works with both Essential and Premium editions of Microsoft Dynamics 365 Business Central.
- Countries: Available in all countries where Business Central is offered.
- Languages: Currently supports English (United States).
Integration with Acumens e-Payments and e-POS
Acumens Customer Portal doesn’t work alone. It integrates with Acumens e-Payments and Acumens e-POS to handle credit card and bank payments.
- Acumens e-Payments: For card and bank transfers.
- Acumens e-POS: For point-of-sale transactions.
Only one processing app can be activated at a time, giving businesses full control over their setup.
Real-World Example
Imagine a wholesale company using Dynamics 365 Business Central. Without the portal, customers constantly call for invoice copies, payment instructions, or order updates. Staff spend hours responding to emails, sending reminders, and handling manual payments.
With Acumens Customer Portal:
- Customers log in, view invoices, and pay online.
- Payments reflect instantly in Business Central.
- Sales staff focus on new opportunities, not chasing payments.
- Cash flow improves, and customer satisfaction grows.
This transformation reduces friction, saves time, and builds stronger business relationships.
Why Choose SBC Dynamics ERP?
The publisher of Acumens Customer Portal is SBC Dynamics ERP, a trusted provider of Microsoft Dynamics solutions. With expertise in Business Central integrations, SBC Dynamics ERP delivers reliable, secure, and scalable addons that meet real business needs.
When you choose Acumens Customer Portal, you’re not just getting software. You’re gaining a partner committed to making customer interactions seamless and efficient.
Frequently Asked Questions (FAQs)
What is Acumens Customer Portal?
Acumens Customer Portal is an addon for Microsoft Dynamics 365 Business Central and Dynamics NAV. It gives customers, resellers, and salespeople real-time access to accounts, invoices, and payment options through a secure web portal.
How does the portal integrate with Dynamics 365 Business Central?
The portal connects directly to Business Central. All activities, like invoice payments, sales orders, or customer updates, are synced in real time with the ERP system.
Can customers make payments through the portal?
Yes. Customers can pay Unpaid Posted Invoices and Unshipped/Unbilled Orders using card or bank transfers. Payments are made through Acumens e-Payments or Acumens e-POS.
What payment methods are supported?
The portal supports major cards including Visa, MasterCard, American Express, and Discover. Bank payments are also available.
What is the difference between the Customer Portal and Reseller Portal?
- Customer Portal: For direct customers to view invoices, orders, and make payments.
- Reseller Portal: Designed for resellers with three tiers (Reseller, Business Central End Users, and Customers). Only customers can process payments.
Does the portal support sales teams?
Yes. The Salesperson Portal lets salespeople view customer accounts, items, and transaction history. They can manage records and update activities in Business Central instantly.
What editions of Business Central are supported?
The addon works with both the Essential and Premium editions of Microsoft Dynamics 365 Business Central.
Is the portal available worldwide?
Yes. It is available in all countries where Microsoft Dynamics 365 Business Central is supported.
What languages does Acumens Customer Portal support?
Currently, the app is available in English (United States).
How secure are payments in Acumens Customer Portal?
Payments are processed through Acumens e-Payments or Acumens e-POS, ensuring encrypted and secure transactions for both cards and banks.
Act Now
Your customers deserve fast access, secure payments, and real-time updates. With Acumens Customer Portal, you can deliver all that and more.
Get started now on AppSource and empower your business relationships.
Final Thoughts
Business success today is about more than just products or services. It’s about experience. Customers expect transparency, speed, and convenience.
With Acumens Customer Portal, businesses using Microsoft Dynamics 365 Business Central can deliver exactly that. Whether it’s through the Customer Portal, Reseller Portal, or Salesperson Portal, this addon puts information and payments in the hands of those who need it most.
From faster payments to better customer satisfaction, the benefits are clear. The future of business interactions is digital, and Acumens Customer Portal is leading the way.