Xpand Portal®
customer and partner portal integrated with Microsoft Dynamics 365 Business Central

Give customers, vendors, and partners secure self-service access to ERP information, so your team stops answering status requests, resending documents, and managing critical workflows through email.

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Integrated with

Focused on business results

Ready-to-use

Standalone Solution - low-code customer portal for Microsoft Dynamics 365 Business Central showing orders, invoices and shipments dashboard
Customer Order Management module in Xpand Portal - order detail view with shipping status, delivery dates and order items in Business Central.
Customer Care Management module in Xpand Portal - support tickets, project updates and delivery tracking dashboard for Microsoft Dynamics 365 Business Central
Receivable Management module - customer invoice view with payment status, applied payments and automated reminders for Business Central

About

Why B2B companies need a customer portal:

Many B2B companies already have the right data in Microsoft Dynamics 365 Business Central or other ERP system. The problem is that customers, vendors, and partners still depend on emails, calls, spreadsheets, or internal staff to access it. Sounds familiar to you? Manual order and document handling. Too many routine customer requests. External communication depends on employees. Limited visibility for customers and partners. Growth adds communication overhead. ERP data is secure internally, but hard to expose externally.

Based on real projects in businesses like yours:

Xpand Portal has been developed and refined in projects for: Logistics and 3PL/4PL providers. Manufacturing enterprises. Distributors and suppliers. Wholesale and trading. Xpand's team do not start from theory. We start from patterns already proven in B2B operations.

Built for various business scenarios:

Xpand Portal modules: 01 Vendor Portal – supplier collaboration with access to tenders, orders, technical specifications, certificates, and delivery status. 02 Customer Portal – direct access to orders, invoices, returns, contracts, stock, and price lists. 03 Invoice Sharing Portal – 24/7 access to invoices, credit notes, disputes, and reminders. 04 Project / Service Portal – visibility into project progress, plans, SLA status, notifications, and service history. 05 B2B E-commerce Portal – self-service access to catalogs, promotions, ordering, and payments. Or a combination – an all-in-one solution.

Xpand Portal lets you begin with a focused use case: such as orders, invoices, or customer care, and extend it over time with additional modules, integrations, workflows, and access rules. So you do not need to choose between a ready-to-use product and a business-specific solution.

Xpand Portal in action

Discover simple guides and key insights into using Xpand Portal as customer and web portal

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Product

Xpand Portal combines low-code flexibility with smart customization to fit your business processes and get projects running fast. Begin with a vanilla implementation using ready-to-use modules for orders, invoices, documents, inventory, delivery statuses, and more. Go live in as quickly as 5–7 days. Core platform: secure CMS/admin layer, reusable page templates, responsive interface, stand-alone data storage. Automation and operations: dashboards and reporting, notifications and alerts, configurable rules, calculations, actions, deployment tools. Integration and control: Xpand Portal Connector for Business Central, API for ERP, CRM, SharePoint, and other data sources, role-based access, SSO and 2FA.

Xpand Portal is a strong fit when:

Xpand Portal is a good fit if: You use Microsoft Dynamics 365 Business Central and need a customer, vendor, or invoice portal. Your teams spend too much time answering routine external requests. You work with multiple external audiences and need one controlled portal environment. You want faster results than custom portal development. Your current portal no longer supports the UX, flexibility, or scale your business needs. Xpand Portal is designed for B2B companies that need a secure way to share ERP-based information and processes with customers, vendors, partners, or contractors.

Get Xpand Portal Connector from Microsoft AppSource

Learn more about Xpand Portal Connector

Ready-to-use modules with core Xpand Portal features

Receivables
Management Module
Give customers 24/7 self-service access to invoices, credit notes, payment status, account balances, and reminders – reducing repetitive finance communication and improving payment transparency.
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Customer Order Management Module
Let customers place orders directly, check stock and prices, access product information, and track order and shipment status through a structured self-service portal connected to your ERP.
Find out more
Customer Care Management Module
Provide a shared workspace for customer service, projects, and issue handling with real-time updates, SLA tracking, notifications, role-based access, and centralized history.
Find out more
Standalone Custom
Solution
An adaptable portal infrastructure that extends your ERP capabilities externally, allowing you to design for unique industry requirements while maintaining security, automation, and real-time data synchronization.

Pricing

Find a plan that works for you
Explore our flexible pricing options. Each pricing tier is designed to deliver measurable value while remaining adaptable to changing business demands.



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Testimonials

Hugo Ilegems

General Manger

We sincerely recommend Xpand Portal to any company that needs a user-friendly and efficient tool to communicate with their business partners. Our extensive cooperation with Xpand led us to explore and subsequently implement Xpand Portal in our company. We mainly use it to exchange information with our clients and sincerely recommend it for this purpose.

ILB Interfreight Logistics Benelux Antwerp BV

Martijn van Oosterhout

IT Software Coördinator

Very nice solution! It offers a flexible setup and is very easy to use. The team behind it is great! We use Xpand Portal to allow our suppliers to consult and confirm orders, which provides us with real-time communication and reporting and avoids double registrations.

Ilomar Holding NV

For partners

We built on strong partnerships with Microsoft technology providers

Reseller Margins and Recurring Revenue. Our Partner Program is designed for resellers. Earn competitive margins, unlock recurring revenue through annual enhancement plans, and maximize your profit while offering clients trusted solutions. Your pricing stays flexible and your growth remains scalable.
Full Enablement and Support. From day one, partners gain access to ready-to-use resources: sales kits, marketing materials, training sessions, and operational guides. Combined with priority technical support, these tools allow you to close deals faster, deliver projects smoothly, and build stronger client relationships.
Growth Through Four Tiers. Our program supports every stage of your journey: New Partner, Registered, Advanced, Platinum. Each level unlocks more benefits: from higher margins and co-marketing opportunities to strategic sales support. The more you grow with us, the more value we deliver back.

Ready to become our strategic partner to accelerate the growth of your goals?

Contact us

Roadmap

Product roadmap
The Xpand Portal team continues to work on strengthening the product and enhancing the user experience for our customers. This effort aims to improve collaboration and communication with customers and contractors, as well as refine data exchange and information-sharing.
Therefore, we invite you to familiarize yourself with Xpand Portal roadmap that illustrates the planned development of the product in the coming quarters.
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Case study

The logistics terminal reduced truck congestion and unnecessary downtime during peak hours by implementing Xpand Portal. This allowed for optimized truck processing, real-time alerts on available time slots, and easy access to cargo information for both terminal employees and transport company representatives. The result was a stress-free unloading process and reduced employee burden.

Gate Capacity Planner

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Partner's logistics clients faced challenges managing transportation processes, receiving information through email inboxes. Xpand Portal extracts and converts emails to structured data, creating transportation orders or updating existing orders. Users can track orders, receive email notifications, and automate record creation in the ERP system, streamlining the transportation process.

Transforming Manual Logistics Processes with AI

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The company needed to provide its clients with easy access to information regarding their make-to-order projects, including progress updates and documentation, without the need for a dedicated employee to communicate this information. To solve this problem, they implemented Xpand Portal, which integrates with Microsoft Dynamics Business Central to provide clients with predefined access to operational planning. The portal synchronizes with Business Central, eliminating the need for manual updates, and providing secure permissions for clients to access project-specific information and documentation.

Project Status Reporting

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This case study describes a company that faced challenges with handling customer support requests in a laborious and time-consuming process. By implementing a Help Desk Platform, application and support consultants could update the status of tickets immediately, eliminating the need for additional communication via email. The solution also eliminated the need to maintain Excel spreadsheets, saving valuable time on unnecessary messages. The Xpand Portal-based Help Desk Platform provided necessary features to enable seamless communication with external individuals while maintaining a standardized and efficient workflow.

Help Desk Platform

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FAQ

Frequently asked questions

Get answers to questions that will help you understand the specifics of Xpand Portal as a product and Xpand workflow.

1. Who hosts the portal?

Currently, Xpand Portal is available as an on-premise solution, typically hosted on the server of the customer.

2. How does Xpand Portal connect to Business Central?

Xpand Portal connects seamlessly to Microsoft Dynamics 365 Business Central through the Xpand Portal Connector, available on Microsoft AppSource. The connector synchronizes any standard or custom tables and fields from Business Central to the portal, supports multi-company scenarios, and enriches records with linked data when needed. No third-party middleware or custom development is required: the integration works out of the box. The connector automatically manages all data synchronization between Business Central and the portal, keeping orders, invoices, and documents updated in real time. For your business, this means: faster go-live with ready-to-use integration; lower implementation costs by avoiding custom builds; reliable, certified connectivity that is maintained and updated with every new Business Central release.

3. What Business Central licensing is required to run the portal effectively? 

You need 1 Microsoft Dynamics 355 Business Central full-user license, which will be used for synchronization of Business Central and Xpand Portal. This user should have permission to read and write in all tables in Business Central that will be directly or indirectly affected by synchronization with Xpand Portal. Xpand Portal is using its data storage, which is used for data input, query, or viewing data on Xpand Portal.

4. Is Xpand planning to make the portal a SaaS application?

Xpand is working on introduction of near-SaaS experience for its clients via public cloud environment, providing subscription-based approach without portal hosting concerns. You retain control over dedicated resources and portal customization options, while leveraging the full advantages of Microsoft Azure for seamless deployment experience provided by our services.

5. Can I install the solution and partially configure it on my own, and only then engage Xpand for any customization/consultation?

You are welcome to perform installation and configuration on your own (using our help resources as a guide) and involve us for any troubleshooting, consultations, portal configuration, or development services. You will be able to use all pages in the demo package as your starting point or reference.

6. What is the expected timeframe for receiving the installation files after purchasing the license?

We will send you an installation package with an activated license on the same day or the day after we receive payment for the plan.

7. What is included in the portal price? Will we get a fully “functional” solution?

Xpand Portal is a configurational solution, that contains a set of features, and page templates that let you set up portal contents and layout according to your needs. Thus, after having the portal installed, there will be some configuration that needs to be done to make the solution fully functional per se. In addition, Xpand Portal offers three ready-to-use, fully functional modules: Receivables Management, Customer Order Management, and Customer Care Management. These are fast-to-deploy business layers built on top of Xpand Portal. Please note that these modules require additional licenses. The license price includes: Xpand Portal with a set of features according to the selected plan, Xpand Portal Connector for Microsoft Dynamics 365 Business Central. Both Xpand Portal and Xpand Portal Connector include a set of demo configuration pages.

8. Why is the warranty period only 1 month?

Every feature we deliver undergoes multiple levels of testing before go-live. The 1-month warranty period starts only after the delivery demo has been completed and the solution accepted by the customer – so the clock begins when you are satisfied, not when we finish. During that month, our support team is on standby to fix any bugs found during user acceptance testing (UAT) at no extra cost. Based on our experience, the probability of discovering further issues after 1 month is very low. After the warranty period, ongoing support remains available through our support department on a paid basis.

9. What does onboarding look like after purchase?

After purchasing, Xpand Portal Team sends you the installation pack with an activated license the same day or the next day after payment. You can then proceed with installation using online help resources, and optionally schedule meetings with Xpand Portal Team to gather requirements, prepare a preliminary budget, and define a project timeline. Certified consultants are recommended for configuration and customization.

10. Does the portal have security protocols?

Yes. Xpand Portal includes a variety of security protocols to keep your B2B client portal safe: multi-factor authentication (MFA), role-based access controls, encrypted data transfer over HTTPS, OAuth 2.0 and SMTP authentication, audit logs, and user activity tracking. Each user only sees data linked to their own account. The portal is built with up-to-date components and built-in GDPR compliance, while also supporting role-based access and secure synchronization with Business Central, making it a secure customer portal for businesses.

11. Which industries does Xpand Portal serve?

Xpand Portal is built for B2B companies running Microsoft Dynamics 365 Business Central or other ERP system. Our customers include logistics and freight forwarding companies, wholesale distributors, manufacturing, warehousing providers, telecommunications, and IT. Each industry uses the portal differently – logistics companies gain real-time shipment tracking and order visibility, distributors enable B2B self-service ordering and invoice access, and manufacturers give clients live updates on project status. The portal adapts to your processes, not the other way around.

10. Can we start with just one module and add more later?

Yes, you can start with a single ready-to-use module that meets your current business needs. Additional modules can be implemented later by our team to support new processes, teams, or customer groups as your portal usage expands.

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Try Xpand Portal today

See how Xpand Portal can transform your daily operations without risk.

For 30 days, you can test two full modules that show how orders, invoices, projects, or services run in a single secure space. Experience the interface, design, and logic built on real business needs.
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