Discover
Process workshops, data audit, and a fit-gap against the standard product.
Phase 1 · Awareness
Industry transformation blueprints
Financial services and healthcare: secure portals, self-service and automated claims or loans
How to build secure, compliant customer portals, self-service and automated claims or loan management on Dynamics 365.
The short answer
In regulated sectors the portal is a door, not a second set of books. Keep the decision and the record in the core system and let the portal request and display.
Stages
From application to decision
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1
Identify the customer Sign in through the organisation's identity provider with the right assurance level.
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2
Capture the request The customer submits a claim or loan application and documents through the portal.
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3
Assess and decide Rules and a reviewer assess the case in the core system, with the reasoning recorded.
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4
Pay or disburse Approved items post to the ledger and pay through the bank file.
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5
Inform and retain The customer sees status. Records are retained under policy.
Decision points
Three questions that change the answer
Is the data personal or health data?
YesApply data-protection controls, consent and minimal retention.
NoStandard controls apply.
Can a rule decide it?
YesAutomate low-risk cases and sample them.
NoRoute to a reviewer.
Does the portal need to write to the core?
YesWrite through a controlled API and keep approvals in the core.
NoDisplay only.
Milestones
What done looks like, and when
- Month 1 to 2 Data protection and identity design.
- Month 3 to 5 Portal and case management live for one product.
- Month 6 Automated decisions for low-risk cases, with sampling.
- Yearly Controls tested and retention reviewed.
Principles we hold to
- The portal is a door, not a second set of books.
- Decisions and reasons are recorded.
- Personal data is minimised and retained under policy.
- Approvals stay in the core system.
Frequently asked questions
Can Dynamics 365 run claims or loan processing?
Yes. Cases, documents, rules, approvals and payments can be run in Dynamics 365 with a portal in front, under the sector's data-protection rules.
How do you keep a customer portal secure?
Identity is managed centrally, the browser never holds the secret that calls the core system, and the portal can only request or display.
Take this to your own programme.
Tell us where you are. We will tell you plainly what this means for your estate and what we would do first.
Book a consultation
Next: Microsoft Success by Design in action: governance that protects go-live →
How an engagement runs
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It starts with a 45-minute consultation, then a discovery and fit-gap workshop on your own processes. You receive a written fit-gap and a phased plan before a programme is agreed. Four phases follow, each with something you can use and review.
Design
Solution blueprint, integration map, and the extensions we will actually need.
Deploy
Configuration, migration rehearsal, role-based training, UAT and phased cutover.
Support
Hypercare, managed services, client portal, scheduled optimisation reviews.
What drives the cost: users, legal entities and currencies, integrations, data migration and the gaps found against standard. See how pricing works, run the three-minute readiness score, or book a consultation.