Build any type of portal for any ecosystem

Document Portal for Microsoft Dynamics 365

Building a document portal on Microsoft Dynamics 365 with Betty Blocks lets you avoid the complexity, high costs, and vendor lock-in of Power Apps. Enjoy rapid, AI-driven app creation for your Microsoft customer portal or supplier portal, with a clean core architecture that ensures seamless updates and easy user adoption.

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Customize features to fit your ERP system to a T

Add custom features to a Microsoft Dynamics 365 Document Portal

1. Instant multi-stage inspections via mobile 2. Web-based PO approvals for non-users 3. Automated contract generation from multiple entities 4. Custom UI for simplified data entry 5. Blind Count support on rugged devices 6. Secure self-registration for external partners 7. Easy document upload without Dynamics access

Made to fit any role and any team

Which roles can benefit from an Microsoft Dynamics 365 Document Portal?

1. Sales Manager wants to quickly upload and share contracts with clients through the Document Portal without needing to log into Microsoft Dynamics 365. 2. Customer Support Rep wants to access and send product manuals to customers directly from the Document Portal without navigating Dynamics 365 menus. 3. Project Manager wants to organize and update project files in the Document Portal without switching between multiple Dynamics 365 screens. 4. Finance Analyst wants to securely download and review invoices from the Document Portal without extra steps in Dynamics 365. 5. HR Specialist wants to share onboarding documents with new hires using the Document Portal without relying on Dynamics 365 workflows.

Customizing Dynamics 365 is complex and time-consuming, often requiring specialists. Over-customization can cause compatibility issues, and the interface feels heavy, leading to slow performance and low user adoption compared to simpler CRM solutions.

CRM Administrator, Mid-sized Professional Services Firm

The Betty Blocks S-A-F-E Guarantee

Microsoft Dynamics 365 Custom Development with Betty Blocks

Security & Governance

Betty Blocks ensures enterprise-level security for your Microsoft Dynamics 365 Document Portal with ISO27001 certification and SOC2 compliance. Your core Dynamics 365 environment remains untouched, while all extensions are governed by rigorous security protocols and best practices.

AI Driven App Development

Accelerate app development with Betty Genius: Instantly turn ideas into working prototypes using natural language prompts. Effortlessly generate application logic and user interfaces that seamlessly connect with Microsoft Dynamics 365 and your Document Portal, reducing development time from weeks to hours.

Freedom from Vendor Lock-In

With Betty Blocks, you retain full control over your Document Portal extensions for Microsoft Dynamics 365. Export your application code (Wasm/React) at any time, ensuring your solutions remain portable and your intellectual property stays protected—no matter how your platform needs evolve.

Extensibility & Reuse

Create once, deploy everywhere: With Betty Blocks, you can build a custom connector for Microsoft Dynamics 365 or a Document Portal just once, then reuse it seamlessly across dozens of departmental apps. Accelerate innovation and maintain consistency without duplicating effort.

Go above and beyond with custom portals

Customer Service Portal for SAP S4HANA

Operational Excellence

Microsoft Dynamics 365’s data-dense UI can hinder adoption for document management. Betty Blocks enables simple, task-specific portals that streamline document access for all users.

Employee and Client Pressure

Power Apps Premium connectors and D365 seat licenses create a costly "User Tax" for external access. Betty Blocks enables unlimited external users via secure portals, connecting to Dataverse/D365 without extra licensing fees. For document portals, Betty Blocks builds simple, task-specific micro-apps that eliminate training barriers and improve user experience compared to Dynamics 365’s complex native UI.

Supply Chain Friction

High-code customizations in D365 are slow to deploy and hard to maintain, causing technical debt. Betty Blocks uses AI-driven side-by-side extensions, keeping the core clean and upgrade-ready for flexible, efficient Document Portal solutions.

Operational Excellence

Microsoft Dynamics 365’s data-dense UI can hinder adoption for document management. Betty Blocks enables simple, task-specific portals that streamline document access for all users.

Employee and Client Pressure

Supply Chain Friction

Operational Excellence

Microsoft Dynamics 365’s data-dense UI can hinder adoption for document management. Betty Blocks enables simple, task-specific portals that streamline document access for all users.

Employee and Client Pressure

Supply Chain Friction

Get in touch

Stop waiting for
your roadmap to catch up

Don’t let a rigid ERP stall your AI roadmap. Use the Betty Blocks orchestration layer to build the portals and autonomous agents your core systems can’t, at the speed of a prompt.

See the platform in action

Get in touch

Stop waiting for your

roadmap to catch up

Don’t let a rigid ERP stall your AI roadmap. Use the Betty Blocks

orchestration layer to build the portals and autonomous agents your

core systems can’t, at the speed of a prompt.

See the platform in action

Get in touch

Stop waiting for your roadmap to catch up

Don’t let a rigid ERP stall your AI roadmap. Use the Betty Blocks orchestration layer to build the portals and autonomous agents your core systems can’t, at the speed of a prompt.

See the platform in action

Think it, build it

From prompt to prototype in minutes

Experience how fast and easy it is to turn your idea into something tangible with Betty Genius. Betty Genius is part of the Betty Blocks platform, allowing you to turn prompt-based prototypes into fully custom, enterprise-grade applications that connect to any core system.