Partner Deal Registration
Let channel partners register opportunities, track approval status, and review commissions. Parent-account permissions ensure partners see only their own deals.
Overview
A deal-registration portal for channel and reseller partners built on Dataverse opportunities. Partners register deals, upload supporting documents, and track approval status through a status pipeline — all with parent-account scope so each partner sees only their own records.
Ideal for ISVs, distributors, and any Dynamics 365 Sales tenant with an indirect channel. Internal sales teams can review and approve registrations from inside Dynamics while partners stay in the branded portal.
What's in this template
Deal registration wizard
Multi-step form capturing customer details, deal size, close date, product interest, and competitor context. Creates an opportunity record with `customer` and `partner` relationships populated automatically.
Status pipeline visualization
Kanban-style view of each deal through Registered → Under Review → Approved → Closed Won/Lost. Filters by partner rep and date range.
Commission dashboard
KPI cards showing earned and projected commission, pipeline value, and win rate. Queried from a custom commission table with per-partner OData filters.
Document upload per opportunity
Partners attach quotes, SOWs, and signed NDAs to each deal. Stored as Dataverse notes (annotations) with parent-opportunity scope.
Account admin role
A partner account admin sees every deal their colleagues registered — scope=parent with `viaRelationship` set to the partner-account lookup on contact.
Deal announcement feed
Top-of-portal announcement bar pulls from a `cr_announcement` table; hide/show by expiry date via a declarative filter.
Dataverse tables
This template binds to the following Dataverse tables. All are standard or from the Microsoft Nonprofit Accelerator — no custom schema required unless noted.
opportunityaccountcontactsystemuserWho this template is for
ISVs with a reseller channel
Reduce deal collisions between your direct sales team and partners. Every registered deal routes to the right rep based on existing opportunity-owner logic.
Distributors running partner programs
Partners self-register and track deals without the MDF-portal overhead. Internal users approve from Dynamics as usual.
Dynamics 365 Sales tenants with an indirect channel
Extend your existing opportunity pipeline to external partners without a second CRM.
Related templates
Customer Support Portal
Case submission, knowledge-base search, and case history for B2B customers. Built on Dataverse incidents with contact-scoped access.
Employee PortalEmployee Self-Service Portal
Time-off requests, expense submission, and internal HR resources. Connects to custom HR tables with Power Automate approval flows.
Volunteer & NonprofitVolunteer Engagement Portal
Built on the Microsoft Nonprofit Accelerator. Volunteer opportunities, shift scheduling, hour tracking, and participation history — all scoped per volunteer contact.
Ready to deploy the Partner Deal Registration?
Sign up free, clone this template, connect your Dataverse environment, and publish to Power Pages in 1 hour. Or browse every template to find the right starting point.