DynamicPoint Portal App
SharePoint Portals for Customers and Vendors
DynamicPoint’s SharePoint Portal App allows your customers and vendors to interact with content that you have shared with them and connect to any underlying business data that exists in your ERP and CRM.
Information Collaboration
Access and share customer, vendor or employee information from your ERP or CRM systems direct from a SharePoint portal. The data is secured using Microsoft Entra ID for the authenticated user.
Streamline Processes
By leveraging the Office 365 platform, which provides the foundation for every DynamicPoint portal, Power Automate workflows can be added in conjunction with data collection forms to automate entire business processes.
Improve Relationships
With 24/7 self-service, customer satisfaction will increase. Partners will have direct connection to their data, so they can answer their own questions in real-time without having to pick up the phone or send an email.
How Portal Works
%
Data That Stays in Your System
%
Potential Cost Savings
%
Reduction in Inbound Calls
ERP Compatibility
Our Portal app offers live integration with numerous ERPs. If you don’t see your application here, contact us and we can help.
Portal App Features
Live Integration with ERP/CRM
Office 365 Based
The product is based on your Microsoft’s Office 365 platform. This gives you full access to the suite of products including Microsoft Power Automate for Workflow, Power BI for Analytics, and PowerApps for mobile.
Multi-Purpose: Customer, Vendor, and Employee
The same application can be used to create customer, vendor, and employee portals. It is just a matter of simple configuration to support the intended audience. Any data that is within your ERP / CRM system can be viewed or modified on the portal.
SharePoint Content Management
The same application can be used to create customer, vendor, and employee portals. It is just a matter of simple configuration to support the intended audience. Any data that is within your ERP / CRM system can be viewed or modified on the portal.
Report and File Exchange
Generate existing ERP/CRM reports and forms online, e.g. sales orders, invoices, purchase orders, and spec sheets. Files can be downloaded or submitted directly by portal users.
Extensibility
Integrate with Payment Processing to accept credit cards, add chat services, include electronic signature... just to name a few. The portal is a platform that you get to mold based on your requirements and aspirations.
3 Steps to Determine if DynamicPoint is Right for You
A simple evaluation of the type of organizations that benefit from our SharePoint Customer or Vendor Portal product.
1
Office 365
The most important factor is that you are a Microsoft Office 365 customer. Our Portal product leverages SharePoint as its foundation.
2
B2B
SharePoint portals are best suited for companies looking to provide business-to-business collaboration as opposed to eCommerce solutions.
3
ERP
Our Portal app is able to provide a secure window into ERP or other data sources information. Your data is not replicated and queried real-time.
Monthly Product Pricing
$500 per month
For Initial Site License (Customer or Vendor)
$300 per month
For Additional Site Licenses
*All prices listed in USD
Learn more about pricing, take our discovery questionnaire to get a cost estimate or reach out to an expert directly.
Share Data, Documents and Reports with SharePoint Portals
Speak to one of our experts today and see how Portals can help your business save money.