Customer and partner websites
Create task-oriented experiences for external audiences. Organise navigation, content and forms around the information visitors need to complete their purpose.
The business perspective
External audiences need a practical way to interact with your business. A connected portal can make information and service processes easier to access.
A useful portal does more than put a form online. It helps an external user complete a task and keeps that task connected to the people processing it internally. Power Pages can support that relationship through websites connected with Dataverse. We design the external journey and the operational response together, including identity, records, status and the point at which someone needs assistance. The experience should be clear on a phone as well as a desktop.
Explore the possibilities
A closer look at the capabilities and decisions that shape a useful solution.
Create task-oriented experiences for external audiences. Organise navigation, content and forms around the information visitors need to complete their purpose.
Connect submitted information with business records. Define the validation, supporting evidence and internal ownership needed to process each request.
Choose a supported authentication approach and map users to appropriate roles. Design access around the relationship between the person and the records.
Control access to data and site content separately. Validate permissions using representative users, including anonymous visitors where they are supported.
Connect portal activity with approvals and internal work. Give users meaningful status information without exposing records they should not see.
Plan content ownership, accessibility, release management and support. Keep the external experience aligned with changes in the underlying business process.
From capability to everyday value
Explore possible starting points for your organisation. Each scenario connects a business need with work to consider and measures to review.
Customer services · Illustrative scenario
Customers submit a request but cannot see whether it has been accepted or what is missing. Design an intake process with clear confirmation, supporting documents and a useful status. Connect the request to an internal owner and a route for follow-up.
Partner operations · Illustrative scenario
Partners send information through different email templates. Establish a consistent submission experience and define which records a partner can access. Include the review process, requests for clarification and the point at which an internal team accepts responsibility.
External applications · Illustrative scenario
An applicant needs to provide information in stages. Map the journey into understandable steps, identify the evidence required and test it on mobile devices. Explain what happens after submission and how the applicant can correct or complete the information.
The Defacto approach
We map the external user journey, design the site and establish the data and permissions model before integrating workflows and preparing your teams.
Explore our approachDefine external users, tasks and internal processing responsibilities. Review the information each audience needs to see and update.
Agree the Dataverse model, identity approach and role boundaries. Test permissions and complete journeys with representative external users.
Validate accessibility, mobile usability and content. Establish ownership for site changes, operational support and the records submitted through the portal.
A useful first conversation
A few examples of your current work will make the discussion more specific.
Experience you can explore
Customer experienceAnimal Health Ireland
Automation of registration, reminders, and certificate generation streamlined administrative tasks, allowing the organisation to focus on delivering better animal health outcomes.
Explore the customer storyMake an informed decision
The right scope starts with a clear understanding of your business, the platform and the work ahead.
Power Pages provides web roles and table permissions that can support a scoped data-access design. The configuration must match the relationship between users and records. We test both permitted access and attempts to reach another user’s information.
No. Authentication establishes identity, while permissions determine access to records and pages. Both need to be designed and validated. A signed-in user should receive only the access required for the tasks they are authorised to perform.
Yes, through a defined data and integration design. We map what happens after submission, who reviews the information and which updates should be visible externally. The portal and internal application should support one coherent process.
Explore Microsoft guidance
Keep exploring
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