Give customers a secure place to track, request, and communicate.

Signs the current process needs a better structure

• Customers ask for status by email or phone
• Documents are shared through email attachments
• Requests are tracked in spreadsheets
• No single place for customers to self-serve
• Support and order updates are inconsistent

What the current process is costing the business

• More support time on status questions
• Scattered customer communication
• Harder to prove what was shared and when
• Limited visibility into customer activity

CodeScale maps the real process first

We do not sell a prebuilt package and ask your team to change its process to fit it. We first understand how the work happens today — the people involved, the information they need, the rules and approvals, the systems already in use, and the points where work slows down or becomes unreliable. We then design the application, automation, portal, or integration around that workflow.

• Map how customers submit requests, view documents, and track work today.
• Review the customer types, access levels, and data that need to be protected.
• Understand your integration needs — CRM, order systems, document storage, or notifications — before recommending a path.
• Compare Microsoft 365, custom development, or an integration-focused improvement on the same facts.
• Keep human review visible where approvals, exceptions, or sensitive data are involved.

Microsoft 365 vs custom development

The right route depends on the customer types, data sensitivity, access patterns, licensing, and the wider system landscape. Microsoft 365 can be a good fit for internal-facing portal work when the environment already supports it. Custom development can be a better fit when external users, richer interfaces, public access, or product-style requirements are part of the brief.

The technology follows the requirement. If Microsoft 365 and Power Platform are already a strong fit, we can use tools your organization already owns, such as Power Apps, Power Automate, SharePoint, Dataverse, Teams, and Outlook. If the requirement needs a different user experience, external access, native mobile capability, greater flexibility, or a custom architecture, we can build the appropriate web, mobile, API, or cloud solution instead.

Microsoft 365 route: CodeScale can assess Power Apps, Power Automate, SharePoint, Teams, Outlook, or Dataverse when Microsoft 365 looks like the most practical option for the current portal workflow.

Custom development route: A custom web portal is often the better fit when external customers need secure, public access with a richer interface and product-style requirements.

Capabilities grouped by function

The final system is designed around your workflow; the capabilities below are common examples, not a fixed package.

Secure access

• Customer login
• Role-based access
• Password or SSO options
• Session management

Requests and tracking

• Request submission
• Status tracking
• History
• Notifications

Documents and communication

• Document access
• File upload
• Messages
• Support workflows

Administration and reporting

• Customer management
• Activity logs
• Reporting
• Permissions

Relevant connections depend on the systems already in place

Feasibility depends on APIs, licensing, permissions, data structures, and project assessment.

• Microsoft 365
• SharePoint
• Teams
• Outlook
• CRM systems
• Order systems
• Document storage
• Notification providers
• Custom APIs

Relevant CodeScale work

These are adjacent examples from the current portfolio, not proof of an identical workflow.

A structured delivery process

The process usually moves through review, planning, build, testing, deployment, and handover, with support after launch where needed.

• Process and requirements review
• Solution recommendation
• Workflow and interface planning
• Development
• Client review and testing
• Deployment
• Training or handover
• Ongoing support and improvement

Common questions

Can customers see only their own records?

Yes, access can be designed around customer accounts, roles, ownership, and the records each customer is allowed to view.

Can the portal connect to our existing CRM, ERP, or database?

Potential integrations depend on APIs, licensing, permissions, data structures, and a project assessment of the systems involved.

Can customers upload documents and complete forms?

Document upload, structured forms, and customer actions can be included when they match the process and access requirements.

Can you build the internal administration side as well?

Yes. The external portal and the internal administration experience can be planned around the same workflow and records.

Can an existing portal be extended instead of rebuilt?

The assessment can determine whether the existing portal should be extended, integrated, restructured, or rebuilt based on its current limitations.

Tell Us How This Process Works Today

You do not need to arrive with a technical specification. Show us the current process, the bottleneck, and the systems involved. We’ll help determine the most practical solution.

Tell us how you handle this process today. We’ll recommend the most practical way to improve it. Discuss your process.