Your customers shouldn’t have to call, email, and wait for answers. With the Service Dynamics Service Portal, they can place orders, check service history, and keep in touch with your team, all from one place.
When job details are buried in emails, scattered across spreadsheets, or sitting in someone’s head, it’s easy for things to get missed. Customers are left wondering when work will get done. Technicians head to jobs without the full picture. Your office spends hours chasing information that should be easy to find. The result? Delays, miscommunication, and a lot of wasted time.
Give customers a branded, self-service hub to request service, track status, and review asset history—without phone tag. In one secure portal, they can open requests with photos, see scheduled/previous visits, download reports/certificates, and view invoices or pay online. On your side, requests and updates flow straight into Business Central and ExpandIT, so dispatch and billing move faster.
The Service Portal ties directly into the Microsoft Dynamics ERP, Resource Planning, and Field Service. Information moves seamlessly between your office systems, your field teams, and your customers.
2A built-in Content Management System lets you decide what customers see and how they interact with the portal. Combine ERP data like pricing and product information with your own content to create a tailored self-service hub.
Yes. Customers can view ledger entries and invoices and pay online; transactions are recorded in your Microsoft ERP/Business Central.
Yes—customers can confirm availability and schedule future visits; dispatchers can adjust on the planning board as needed.
Yes — they can request service, confirm dates, and schedule visits without calling in.
Absolutely. Customers can pay invoices online and see their account history.
Absolutely. It’s responsive and works on modern phones and tablets.
Asset/serial details, full service history, documents, and upcoming PMs/visits.
Updates from the field app flow to the portal. You can also enable messages/notifications; ETA sharing depends on your GPS/notification setup.
They can. Techs can check service history, review documents, and see what’s scheduled next.
Yes. Everything syncs directly into Business Central, so what you see is always up to date.
