1Dynamics Sales Portal
One portal for sales teams to quote, approve, order and follow through.
Give representatives a focused way to sell and managers a clear way to guide performance, control decisions and see every transaction from customer enquiry to invoice.
Sales rep and manager views Microsoft connected Governed by role
Why choose Sales Portal
Bring the complete sales journey into one clear, role-based experience.
Reduce navigation across broad back-office screens while keeping approvals, exceptions, targets and transaction progress visible.
A focused sales workspace
Give representatives and managers one place to manage customers, quotes, approvals, orders and follow-up work.
Stronger commercial control
Keep discounts, approval decisions, workspace access and transaction status visible without slowing the team down.
Clearer sales performance
Connect activities, targets, quote values, orders and invoice signals so managers can act on what needs attention.
Product experience
Real Sales Portal views for the work teams perform every day.
Each workspace gives the role enough information to act while keeping the wider customer and transaction journey connected.
Team and performance management
Organise sales workspaces, permissions and targets around the team.
Managers can maintain workspace membership, role access, territories, warehouse permissions and discount authority, then compare targets with actual and forecast sales.
- Workspace and role assignment
- Territory, warehouse and discount control
- Target, actual and forecast visibility
Quote to sales order
Keep quotes, approvals and order conversion visible from one connected flow.
Teams can search and review quotes, see approval outcomes, revise work and convert approved transactions into sales orders with their source and ownership retained.
- Quote value and approval status
- Revision and change-request visibility
- Quote or manual order traceability
Pre-payment and invoicing
Connect pro forma payment evidence to orders and the invoices that follow.
Pre-payment transactions remain visible from pro forma creation and payment evidence through conversion, order processing and invoice status.
- Pro forma status and payment evidence
- Converted sales order reference
- Invoice and outstanding amount visibility
Customer and activity context
Keep customer information and follow-up activity close to the sales work.
Representatives and managers can search customer accounts, see ownership and contact context, and organise overdue, upcoming and completed activities.
- Searchable customer account context
- Sales representative ownership
- Due, overdue and completed actions
Product capabilities
A connected sales workspace, organised around responsibility.
Start with the areas that remove the most friction, then extend within the same governed product experience.
Teams & workspaces
Assign sales representatives, roles, territories, warehouse access and discount permissions.
Quote approvals
Review requests, provide feedback and control the commercial decisions that need manager ownership.
Quotes
Create, revise, approve and convert quotes while keeping customer, owner and reference context visible.
Pro forma
Manage pre-payment transactions, payment evidence and conversion into confirmed sales orders.
Sales orders
Track portal and ERP order references, source, owner, value, status and fulfilment progress.
Invoices
See invoice references, due dates, total and outstanding amounts, payment status and related orders.
Activities
Organise due, overdue, upcoming and completed follow-up work across the sales team.
Customers & targets
Keep customer account context and team sales targets available for daily decisions and coaching.
Microsoft connected
Designed around the business systems your organisation already relies on.
Customer, product, price, credit, order and invoice information can remain governed in the appropriate Microsoft platform while Sales Portal provides the focused role experience.
Explore Microsoft technologies →
Dynamics 365 F&OEnterprise operations
Business CentralGrowing business operations
Power PlatformApps and automation
Microsoft DataverseGoverned business dataImplementation and support
Configure Sales Portal around your roles, rules and core system.
1Dynamics supports solution design, configuration, integration, security, data transition, adoption and ongoing improvement.
Product FAQs
Questions before you begin.
Every implementation is shaped around your sales roles, transaction process, approval model and Microsoft environment.
Who is Sales Portal designed for?+
Sales Portal provides focused workspaces for sales representatives and sales managers, with permissions and actions shaped around each role.
Can it connect to Dynamics 365 Finance & Operations?+
Yes. Customer, product, pricing, credit, order, fulfilment and invoice information can be connected with Dynamics 365 Finance & Operations.
Can it work with Business Central?+
Yes. The portal can provide a simpler role-based sales experience while Business Central remains the core operational and financial system.
How are discounts and quote approvals controlled?+
Discount permissions can be assigned by role, with required reasons, manager review, change requests and approval outcomes kept visible.
Does it support pre-payment customers?+
Yes. Pro forma workflows can capture payment evidence and maintain traceability when the transaction is converted into a sales order.
Can the experience be configured for our process?+
Yes. 1Dynamics configures roles, data, integrations, approval rules and the visible sales journey around your operating model.
See the product in context
Explore a clearer sales journey for representatives and managers.
Bring us your current quote, approval, order or invoicing process. We will show how Sales Portal can connect the work around it.