Getting Started with Business Portals
This guide will help you quickly get started with Business Portals using the setup wizard and standard configuration. Business Portals is designed to be user-friendly, allowing you to create 24/7 self-service portals for customers and vendors efficiently. For advanced users, our platform also provides options for manual configuration to tailor it to your specific needs.
Try It Out
If you’d like to try out Business Portals before subscribing, you can sign up for a free trial on Microsoft AppSource by selecting "Free trial" in the upper-left corner. This free trial gives you access to all Business Portals functionalities for up to 30 days. During or after the trial period, you can easily subscribe to Business Portals, allowing you to continue working with the same data as in the trial period. For any questions, please reach out to your certified Simova partner.
Use the Business Portals Role
Business Portals provides a dedicated role for administration. For an optimal overview of the setup and status of portal processes, switch to the Administrator role. This role also offers statistics for portal management, allowing you to maintain an overview of all processes.
Business Portals includes the following roles:
- Business Portals Administrator
- Business Portals User
Learn How to Get Familiar with Business Portals
Use the Quick Start Guide to get started quickly with Business Portals. The Quick Start Guide will walk you through all the relevant steps. Once you have completed these, you are ready to start using Business Portals. To set up and configure Business Portals, you can follow the various guides included in the app itself.
Extend Your Business Central with Business Portals
To fully leverage Business Portals, there are various standard options for integrating it into a complete solution or process. The simplest method is to subscribe to the default published events for Business Portals. Additionally, we provide code snippets to make the integration as easy as possible.
Support and Resources
If you need assistance, Simova offers several support options. Depending on your needs, you can choose from various types of support. Use Docs to find guides for setting up Business Portals, or check our YouTube channel for helpful videos.
Ready to Subscribe
To get the full version of Business Portals with no limitations, you can always subscribe and get started right away. This allows you to start benefiting from the app sooner, and the user-friendly interface makes it easy to get started.
To subscribe to Business Portals, simply reach out to your existing Microsoft Dynamics 365 Business Central partner. Your partner will help you with all subscription-related matters and get you up and running quickly. It's important to be assisted by your partner when activating any version of Business Portals to ensure everything is done properly. For more information, see Finding a Reseller of Business Portals.
You can ask your partner any questions you might have. For further inspiration or to familiarize yourself with Business Portals, see the Getting Started guide.