What is ePortfolio (Dynamics365)?


  • eP/ eP365 / ePortfolio /ePortfolio (Dynamics365) is a custom built CRM system
  • Specifically built for management of high volume Development Conveyancing
  • Customized workflows and automations
  • Serves as a Client Portal for our clients and team to access live data and documents and notifications

Accessing ePortfolio (Dynamics365)


Maddocks staff members access via Internet browser (https://maddockslawyers.sharepoint.com/sites/intranet/pages/tools.aspx)


DEV - https://ep365dev.crm6.dynamics.com/


UAT - https://ep365uat.crm6.dynamics.com/


Prod - https://ep365.crm6.dynamics.com/



External clients access via the Client Portal (through Maddocks Digital) https://digital.maddocks.com.au/



Please note:

All tickets related to ePorftfolio (Dynamics365) are meant to be assigned to eP Support and user have been advised to send tickets to the ePortfolio Support Group and not to Helpdesk.

For some reason, if you receive any tickets related to ePortfolio (Dyamics365), please assign to ePortfolio Support in Fresh Service.