Introduction Guides
Module 02

The self service portals within Dynamics AX are great features to take advantage of in order to help you collaborate more with your Vendors, and also to allow Customers to take care of a lot of the administrative queries that they would usually have your customer service group answer.  They are made even more appealing because of two other features.  The first is that there are no additional licenses required in order to give the customers and vendors access to the portals because they are free, and also because the self service portals are included within the base software install kit for Dynamics AX, and all you need to do to get them up and running is to install them.

In this guide we will show you some of the key features of the Vendor Self Service Portal and the Customer Self Service Portal, including how the customers and vendors are able to access their own information through a web based interface, and how they can perform transactions within the portals that are immediately accessible to the users within the Dynamics AX client, and also some of the collaboration features that you can take advantage of within the portals.