Define the first use case
In a free 30-minute call, we clarify users, data and processes. Scope, schedule and fixed price follow in writing.
Microsoft Power Pages
Your customer portal.
Fewer follow-up questions.
Customers submit requests, maintain their data and check the status. We connect your portal to the CRM.
Power Pages Quick Assessment from CHF 1,500 excl. VAT
30 minutes, free · Scope and fixed price agreed before development
EXAMPLE WORKFLOW
One request. Everyone stays informed.
Submit a portal request
Handle it in the CRM
The customer sees the status
Power Pages Quick Assessment from CHF 1,500 excl. VAT: A focused workshop for one portal journey, with a compact concept, access model, architecture outline and roadmap. The subsequent portal build is quoted separately. We agree the final fixed price and schedule after free scoping. Licences, consumption costs and ongoing support are separate.
A customer portal to try
Experience what your customers see.
Click through the customer portal of Muster Haustechnik AG: as a customer, report a fault, follow its status, confirm the appointment and update your details. Alongside, you see what Power Pages, Dataverse, Power Automate and your CRM do behind the scenes.
Try it yourself
Muster HaustechnikCustomer portalLea BeispielBeispiel Immobilien AG
Behind the scenes
What Power Pages, Dataverse, Power Automate and your CRM do at each step.
Signed in via Microsoft Entra External ID. Web role “Property management”: table permissions give access to all requests and invoices of Beispiel Immobilien AG – enforced server-side.
Power Pages
Portal, sign-in, forms
Dataverse
Same records as the CRM, no sync
Power Automate
Routing and emails
Your CRM
on Dataverse, e.g. Dynamics 365 – where your team works
Submit a request – this shows what happens behind the scenes.
What customers can look up themselves, they don't need to ask about.
Discuss your portalWhat your portal connects.
Power Pages
Customers help themselves
Customers and members submit requests, maintain their details and check progress through their own secure portal access.
Learn moreDataverse
One shared data source
Portal and CRM use the same records. Permissions define which information each customer, member or partner can access.
Learn morePower Automate
Requests keep moving
Portal submissions trigger assignments, reviews and notifications, so your team can work through each request in a defined process.
Learn moreDynamics 365
Your CRM stays connected
Contact details and enquiries reach your existing CRM, where your team handles the next steps and keeps the context.
Learn more
DELIVERED PROJECT · SSO ZÜRICH
Member self-service, connected to administration.
SSO Zürich brings member administration, self-service and emergency-service organisation onto one platform. Power Pages provides external access; Dataverse holds the shared data. Members can maintain their information while the association works with the same records.
Also delivered: an FDI portal with investor enquiries sent directly to the CRM.From assessment to a separately scoped portal build.
Build and review together
We build the portal, connect your data and test sign-in, permissions and the complete process together with your team.
Launch and hand over
Your portal launches with your domain and branding. We hand it over to your team and offer ongoing operation.
What you may want to know first.
Power Pages Quick Assessment from CHF 1,500 excl. VAT: A focused workshop for one portal journey, with a compact concept, access model, architecture outline and roadmap. The subsequent portal build is quoted separately. We agree the final fixed price and schedule after free scoping. Licences, consumption costs and ongoing support are separate.
Portals vary far too much in scope for a blanket answer — a self-service portal with a handful of forms is a different matter from a platform with several user groups and connected processes. We put the schedule in writing after the intro call, together with the fixed price.
Power Pages is the portal building block of the Microsoft Power Platform. You use it to build public or authenticated websites that read and write Dataverse directly — the same data your Dynamics 365 CRM uses. Sign-in, permissions and forms come with the platform instead of having to be developed one by one.
Access is governed by web roles and table permissions and enforced server-side — not by a display filter in the frontend. Every external user signs in, either via Microsoft Entra External ID or via your existing identity provider. Who may see and change which record is defined explicitly and can be audited.
If your data already sits in Dataverse — with Dynamics 365, for example — the portal reads it directly, with no second database and no nightly sync. If the data lives elsewhere, we clarify in the intro call whether an integration or a migration is the more sensible route.
On request, yes. That covers monitoring, new or changed forms, permission adjustments and the ongoing platform updates. Whether you take that on yourself or leave it to us is your call.
LET'S LOOK AT YOUR PROCESS
What would you like to simplify?
We discuss your starting point and the next useful step. 30 minutes, free and without obligation.
Milan Pincar
Managing Partner