B2B portals provide your customers instant access to their account information – but when they aren’t a regular part of your customer’s day, they can face challenges with accessing their account.
- Forgotten Passwords and Log in Details
- Forgotten passwords are one of the most frequent support issues for teams and can lead to frustration and delays.
- Lengthy Login Process
- If your login process is time consuming or slow, this can create friction for users who want to pay an invoice or check their account details quickly.
- Security Risks
- Weak passwords, or passwords used across multiple sites, can be compromised in phishing attacks
- High Support Volume
- Password resets and login issues can generate additional work for your team, taking away from higher value activities for your finance team
Avoid the challenges of typical B2B customer portals with iSolutions’ Customer Portal for Dynamics 365 Business Central, featuring Magic Links for password-free login.
What are Magic Links?
When an approved user attempts to access the iSolutions Customer Portal, they have two secure login options: enter their password or request a Magic Link.
If they choose the Magic Link option, all they need to do is enter their email address on the login screen. As long as their account is valid, they’ll instantly receive an email with a secure, one-time-use link. Clicking that link takes them directly into their Customer Portal with no password required.
Each Magic Link is valid for one hour, after which a new link must be requested. This ensures both security and convenience, giving users fast, frictionless access while protecting their account.
Magic Links are a simple way to reduce login frustration, eliminate password resets, and create a smoother experience for your customers.
Customer Portal for Dynamics 365 Business Central
The Customer Portal from iSolutions was built specifically for Dynamics 365 Business Central, providing your users real-time access to their account information – including open and historical invoices and orders. They can make both credit card and ACH payments directly on one or multiple invoices, and the payment automatically applies to the invoice directly in Business Central.
With Magic Links for passwordless authentication, your customers will benefit:
- No passwords to remember
- One-click access via email
- Faster invoice payments via credit card or ACH
- Access to real-time account information
In order access the Customer Portal, you need to create a contact on the account in Dynamics 365 Business Central.
The Customer Portal is part of iSolutions’ iPayments Advanced package that includes not only the portal, but also credit card and ACH processing, Click to Pay links, Advanced Collections Management, and more. Built for Dynamics 365 Business Central, over 500 companies with 1,700+ locations across the country rely on iPayments.
Schedule a personalized demo by reaching out to our sales team today.