🚀 Getting Started with Portals for Business Central

Welcome to Portals for BC! This comprehensive guide will help you set up and configure your all-in-one portal solution.

Installation Guide Quick Configuration API Setup User Management

🌟 Key Features

Customer Portal

Self-service portal for customers to view orders, invoices, and documents. Enable address updates and real-time communication.

Vendor Portal

Vendor self-service for purchase orders, invoices, and remittance advice. Streamline vendor communications and document exchange.

ePOD System

Electronic Proof of Delivery with digital signatures, photo capture, and real-time delivery status updates.

API Engine

Configurable API framework to expose any Business Central table/field with GET and POST transaction support.

Document Management

Store documents in Azure Storage, internal database, or via web URLs with full version control and access management.

Ticketing System

Complete helpdesk solution for customer and vendor support tickets with tracking and resolution management.

⚙️ Setup Guide

Installation

  1. Install the app from Microsoft AppSource
  2. Run the setup wizard from Business Central
  3. Configure basic portal settings
  4. Set up user authentication methods

Portal Configuration

  1. Access Portals Setup in Business Central
  2. Configure company information and branding
  3. Set up document storage preferences (Azure/Internal/URL)
  4. Define user access levels and permissions
  5. Configure email templates and notifications

API Configuration

  1. Navigate to API Setup section
  2. Select tables and fields to expose
  3. Configure GET/POST permissions
  4. Set up authentication keys
  5. Test API endpoints

❓ Frequently Asked Questions

How do I reset a user's portal password? +
Passwords can be reset through the User Management section in Business Central. Navigate to the customer/vendor card and use the "Reset Portal Password" action.
Can I customize the portal appearance? +
Yes! Use the Portal Branding section to customize colors, logos, and company information. Advanced CSS customization is available for premium plans.
How do I set up the ePOD feature? +
Enable ePOD in the Delivery Portal settings. Configure signature requirements, photo capture, and delivery confirmation workflows through the setup wizard.
What API methods are supported? +
Our API engine supports GET (retrieve data) and POST (create/update data) methods. You can expose any table and field from your Business Central environment.
How do I manage document storage? +
Choose between Azure Storage (cloud), internal database, or web URL references. Configure storage limits and retention policies in the Document Management settings.

📞 Support & Contact

We're here to help you succeed with Portals for Business Central.

Email Support

Get help via email: support@matterdynamics.co.uk

Ticket System

Submit support tickets through our portal for tracked assistance

Documentation

Comprehensive guides and API documentation available 24/7

Emergency Support

Critical issue support available for premium customers

MatterDynamics Ltd

Oak House, Bury Ring, Stafford, ST18 9DQ, United Kingdom

Email: info@matterdynamics.co.uk