Veriland ConsultingVeriland Consulting
  • Agentic Operations →

    • AI Transformation OverviewGoverned AI agents that run finance, IT and software delivery work. £39m in annual savings across two PE-backed clients.
    • Agentic Finance Operations (O2C, P2P)Order to cash, procure to pay and bank reconciliation run by agents. Your team handles exceptions and sign-off.
    • Agentic IT Operations (Ticket to Resolution)Agents triage, diagnose, fix, test and prepare the CAB pack. The CAB still decides every release.
    • Agentic Software Delivery (AI Testing, F&O)AI testing that verifies every Azure DevOps bug fix and tests the UI after every release.
    • Agent Governance & SecurityAgent identities, least-privilege access, segregation of duties and audit trails in every agent we deploy.
    • Client ResultsAnonymised results from three clients, measured before and after.
  • Water Utilities (MaxWater) →

    • Water Utilities OverviewSpecialist modular platform for UK water utilities — meter-to-cash, asset lifecycle, SCADA, Ofwat compliance.
    • MaxWater Platform & ModulesSix independent modules — pick what you need, own everything we build.
    • Day in the LifeSix interactive stories showing how MaxWater transforms daily work across every department of a water utility.
    • Day in the Life: OperationsSee how MaxWater detects a failing pump at 2 AM and gets it fixed before anyone notices.
    • Day in the Life: ProcurementFrom emergency parts order to delivery — automated procurement across the supply chain.
    • Day in the Life: ComplianceOfwat reporting, DWI sampling, and audit preparation — all automated, all audit-ready.
    • Day in the Life: FinanceCapital project budgeting, AMP funding, cost allocation, and invoice matching.
    • Day in the Life: Project ManagementAMP obligation tracking, earned value, regulatory packages, and programme board reporting.
    • Day in the Life: CustomerMeter reading, billing, customer complaints, and leak detection — the customer-facing story.
  • Fixed‑Price Accelerator Packages →

    • Business Central AcceleratorA rapid, fixed‑price implementation of Business Central for mid-market businesses looking to modernise finance, invoicing, stock and reporting — without complexity.
    • CRM AcceleratorA fast, simple CRM setup built on Dynamics 365 Sales or Customer Service — helping mid-market teams get better pipeline visibility and consistent customer follow‑up.
    • F&O AcceleratorA streamlined version of Dynamics 365 Finance & Operations for mid-market organisations needing stronger financial control, supply chain visibility, and structured operations.
    • AI Agent AcceleratorDeploy 1–2 AI agents that automate repetitive tasks (like reconciliations, order processing, or support responses) with a fixed, predictable cost.
    • Power Platform AcceleratorReplace spreadsheets and manual approvals with automated workflows, low‑code apps, and digital forms built on Power Platform.
    • Migration Packs (ERP / CRM)Move from legacy systems (Sage, Xero, QuickBooks, Access, Salesforce, etc.) to modern Microsoft platforms with a predictable, fixed‑scope migration.
  • Finance, Stock & Operations →

    • Business Central (SMB ERP)A modern, all‑in‑one cloud ERP for mid-market organisations. Manage finance, sales, stock, projects, and operations in one simple system that grows with you.
    • Dynamics 365 Finance & Operations (F&O)Enterprise‑grade finance, supply chain, and operations for mid‑market organisations that need deeper control and automation across their business.
  • Products

    • MaxWAM – Work Asset Management (Mobile, Offline, AI)A mobile‑first, offline‑capable asset maintenance solution with work orders, inspections, compliance checks, and AI‑assisted technician workflows.
    • MaxBudget – AI‑Backed Budget Management for ProcurementGives finance teams real‑time budget visibility for all purchase requests — including committed spend that hasn't been paid yet — reducing overspending and surprises.
    • MaxPortal – Ready‑to‑Use Portal for D365 BC / F&OA configurable customer/vendor/employee portal for Business Central or F&O, enabling self‑service access to orders, invoices, tickets, documents, and status updates.
    • MaxWater – Modular Platform for Water UtilitiesSix independent modules for water utility operations: meter‑to‑cash, asset lifecycle, SCADA integration, field service, Ofwat reporting, and capital project governance.
  • Insights

    • BlogInsights, tips, and thought leadership on Dynamics 365, Azure, and AI for UK businesses.
    • Case StudiesSee how we've helped other businesses transform with Dynamics 365 and AI.
    • Guides & TutorialsFree video tutorials and step-by-step walkthroughs for Dynamics 365, Power Platform, and Azure.
    • Tools & DownloadsFree tools and downloads, including FinOpsWorkbench for managing your Dynamics 365 and Power Platform environments.
  • Veriland Difference

    • How We WorkDiscover our agile, transparent approach to delivering successful projects.
    • Why Choose VerilandLearn what sets our expertise and partner-driven approach apart.
    • Delivery ExcellenceOur commitment to quality, on-time delivery, and continuous improvement.
    • Security & TrustHow we protect your data and ensure enterprise-grade security.
    • Our Microsoft PartnershipLeveraging our status as a trusted Microsoft Partner for your success.
  • Book discovery call
  • Contact sales
  • Contact support
Veriland Consulting

What We Do

  • Microsoft D365 F&O
  • Microsoft D365 CE
  • Microsoft D365 BC
  • Azure Ecosystem
  • Copilot for Business
  • AI Agents
  • Power Platform

Products

  • MaxWAM
  • MaxBudget
  • MaxPortal

Services

  • D365 as a Service
  • Team as a Service
  • Pay-As-You-Go Support

Insights

  • Case Studies

Company

  • About Us
  • Contact

Connect

  • Charter House, Charter Way
  • Macclesfield, SK10 2NG
  • 01625 569 777
  • enquiries@veriland.co.uk
Microsoft Cloud Partner Program
Privacy PolicyCookie PolicyTerms & ConditionsCustomer ComplaintsModern Slavery Statement
Company Reg: 08209902© 2026 Veriland Consulting. All rights reserved.
  1. Solutions
  2. ISV Products

MaxPortal

Self-service portals for your customers, vendors, and employees. Integrated with Dynamics 365, and ready for agents that answer and route portal queries.

Request a Demo
  • Overview
  • Where Agents Add Value
  • Key Features
  • Portal Modules
  • Integration with Dynamics 365
  • Customisation & Configuration
  • Pricing
  • Built on Microsoft
  • Frequently Asked Questions
  • Get Started
  • Related Case Studies

Overview

MaxPortal is Veriland's ISV product for self-service portals integrated with Dynamics 365 Business Central and Finance & Operations. It provides external-facing web portals that allow customers, vendors, and employees to interact with D365 data without needing a D365 licence.

Reduce admin workload: customers can view invoices, track orders, and submit queries; vendors can submit invoices, view payment status, and update details; employees can submit expenses, view payslips, and manage time-off. Fully configurable — choose which data is exposed, to whom, and with what permissions. Branded to match your organisation.

Built on modern web technologies with responsive design and secure authentication via Azure AD B2C. Eliminates the need for email-based queries, phone calls, and manual data sharing.

MaxPortal is where order to cash and procure to pay meet your customers and suppliers. Agents we build around it answer and route the queries they raise, and your team picks up only the exceptions. Our agentic finance operations offer covers how we run those processes.

Where Agents Add Value Around MaxPortal

Every order query, invoice question and support ticket in MaxPortal arrives with the customer or supplier already identified. Agents can answer many of them from live D365 data and route the rest to the right person.

The results below come from three clients running their own line-of-business applications, not from MaxPortal. They show what agents deliver once they run whole finance and IT processes.

Answer Portal Queries

Agents answer the order status and payment date questions raised in the portal. Anything they cannot answer goes to a named person with the context attached.

Route Tickets to the Right Team

Agents classify each support query or service request, attach the relevant order or invoice, and route it with a suggested response for the team to approve.

Supplier Invoices Into P2P

Invoices submitted through the vendor portal go to agents that match them to the purchase order and goods receipt. People handle the mismatches.

Portal Permissions Still Apply

We scope each agent to the data the portal user is entitled to see, and log every answer it gives.

Finance operations · PE-backed group

£32m

Annual savings

450+ FTE of capacity released

IT operations · PE-backed business

£7m

Added to annual EBITDA

70% Leaner IT organisation

Clients are anonymised at their request. See all results.

Key Features

Customer Portal

Customers view invoices, statements, order status, delivery tracking, and account history.

Vendor Portal

Vendors submit invoices, view payment status, update contact details, and manage catalogues.

Employee Portal

Employees submit expenses, view payslips, manage leave requests, and access company information.

Real-Time D365 Data

Portal data is always up-to-date, pulled directly from Dynamics 365 via secure APIs.

Configurable Modules

Choose which modules and data to expose. Configure per-user and per-role permissions.

Branded Experience

Custom branding: logo, colours, domain name, and layouts to match your corporate identity.

Secure Authentication

Azure AD B2C authentication with multi-factor authentication (MFA) and single sign-on (SSO).

Document Sharing

Share documents, contracts, reports, and statements securely through the portal.

Portal Modules

Customer Module

  • View and download invoices, credit notes, and statements
  • Track sales orders and delivery status
  • View account balance and payment history
  • Submit support queries and track resolution
  • Update contact details and addresses

Vendor Module

  • Submit purchase invoices electronically
  • View purchase order status and goods receipt
  • Track payment status and remittance advice
  • Update bank details and contact information
  • Manage product catalogues and pricing

Employee Module

  • Submit and track expense claims with receipt upload
  • View payslips and P60s (UK)
  • Request and manage annual leave/time off
  • Access company policies and handbooks
  • Update personal details and emergency contacts

Service Module (optional)

  • Log service requests and incidents
  • Track service case status and SLA
  • Access knowledge base articles
  • Schedule service appointments

Integration with Dynamics 365

MaxPortal reads and writes data to D365 Business Central and F&O via standard APIs. No custom middleware required — direct, secure API integration.

  • Data access controlled by the D365 security model — portal users only see data they are entitled to
  • Supports both cloud and on-premises D365 deployments (with appropriate API gateway)
  • Changes made in the portal (e.g., vendor submits an invoice) are immediately reflected in D365

Customisation & Configuration

MaxPortal is designed to be configured, not coded. Administrators can:

  • Enable/disable modules and features via a configuration panel
  • Define role-based access: which users see which data
  • Customise branding: upload logo, set colour scheme, configure domain
  • Create custom pages and forms for specific business needs
  • Configure email notifications and alerts

For advanced requirements, Veriland can develop custom portal pages and integrations.

Pricing

MaxPortal is licensed per portal (Customer, Vendor, Employee) with unlimited external users. Implementation services quoted separately. Free trial available.

  • Starter — 1 portal module, basic branding
  • Professional — 2 modules, full branding, document sharing
  • Enterprise — All modules, custom pages, advanced integrations

Request a personalised quote to get pricing tailored to your organisation.

Built on Microsoft

This solution is built on the Microsoft Dynamics 365 platform, giving you enterprise-grade reliability backed by Microsoft's global cloud infrastructure.

Dynamics 365 Business Central logo

Dynamics 365 Business Central

Cloud ERP for finance, operations, sales, and service management.

Dynamics 365 Finance & Operations logo

Dynamics 365 Finance & Operations

Enterprise-grade ERP for finance, supply chain, and manufacturing.

Dynamics 365 Customer Engagement logo

Dynamics 365 Customer Engagement

CRM platform for sales, service, and customer management.

Frequently Asked Questions

No. MaxPortal is designed to give external users (customers, vendors) access to their D365 data without requiring a Dynamics 365 licence. The portal handles authentication and data access independently.

MaxPortal uses Azure AD B2C for authentication, supporting multi-factor authentication (MFA), single sign-on (SSO), and social login. Data access is controlled by role-based permissions that map to D365 security.

Yes. MaxPortal supports full branding: custom logo, colour scheme, custom domain (e.g., portal.yourcompany.com), and configurable layouts.

Yes. MaxPortal uses responsive design that works on desktops, tablets, and smartphones. No separate mobile app is required.

A standard MaxPortal deployment takes 3-6 weeks depending on the number of modules, branding requirements, and integration complexity.

Yes. The Enterprise tier includes a page builder for creating custom content pages and data entry forms. Veriland can also develop bespoke portal features for advanced requirements.

MaxPortal supports Dynamics 365 Business Central (all editions) and Dynamics 365 Finance & Operations. Customer, vendor, employee, and service modules map to the corresponding D365 entities.

No. MaxPortal licences include unlimited external users. Pricing is per portal module, not per user, making it cost-effective for organisations with large customer or vendor bases.

Give your customers and vendors self-service access

Request a demo to see how MaxPortal can reduce admin workload and improve satisfaction.

Request a DemoView All ISV Products
Or call us directly: 01625 569 777

Related Case Studies

MaxPortal Replacing a Slow In-House Order System
Eurofins logo

MaxPortal Replacing a Slow In-House Order System

Eurofins replaced their slow, in-house web ordering system — which queried Dynamics AX 2012 directly — with Veriland's MaxPortal commerce platform, dramatically improving performance and enabling customers to place orders online reliably.

Scaling a Supplement Store with BC & MaxPortal
NutriVerve logo

Scaling a Supplement Store with BC & MaxPortal

NutriVerve transformed its vitamin and supplement retail operations with Dynamics 365 Business Central and Veriland's MaxPortal e-commerce platform — unifying inventory, fulfilment and online sales.

One platform for imports, sales, service and web

One platform for imports, sales, service and web

AutoXen unified Japanese imports, sales, servicing and web into Business Central — with live integrations to AutoTrader, VehicleData, BMW and VAG Group.