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.

Image showing the homepage of the Portal application.

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

In this 2 minute video you’ll learn how to provide your customers or vendors a 24/7 self-service portal that incorporates ERP, CRM and DB data.

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Data That Stays in Your System

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Potential Cost Savings

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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.

List of ERP applications that the DynamicPoint Portal App Integrates with

Portal App Features

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.

Joe Ruiz, Finance Manager | SG360

I would like to personally thank you for your contributions to the successful implementation of DynamicPoint. Our Chief Information Officer mentioned “Great Work Team.  Thank you for all your efforts.  I received my first invoice for approval.  The experience was awesome!”

Chris E., Director| OneBlood, Inc

IT systems are never perfect. The difference between a good and average (or poor) experience is made when a vendor proves themselves by ensuring the customer is getting the value they expect, it’s this character of their team that validates my decision to partner with DynamicPoint.

Amy T., Sr. Manager | CBORD

We have been so impressed with DynamicPoint’s solution and their people. They put in the time to make sure they can deliver what they promise,” concludes Amy. “You can tell they are very committed to their customers and made me feel like a priority.

Shannon I. | Glidewell Laboratories

DynamicPoint is very knowledgeable, quick turnaround times and great customer service. What they deliver is always what I asked for or more. One of my most favorite vendors!

Ron T. | T.D. Williamson Inc.

DynamicPoint was very responsive and professional throughout the engagement. The product was exactly what was desired, and was bug free upon delivery. I highly recommend working with DynamicPoint.

Brenda N., Senior Director | RSM US LLP

Kellie and team I really appreciate all your help getting our customer’s project sorted out. It may not have been our ideal go live situation with the client’s old system going down suddenly, but you have been awesome about very quick responses, and getting things taken care of for us. Thank you.

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

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.

Architecture of DynamicPoints Office 365 Portal Application

What is a Portal?

At its very core, a portal allows your customers, vendors or employees to interact with content that you have shared with them, including files, videos and ERP data. DynamicPoint’s Portal app enables collaboration within Microsoft Office 365. DynamicPoint’s SharePoint Customer & Vendor Portal app allows you to connect to the underlying business data that exists in your ERP, CRM or other proprietary data source as an alternative to the Business Connectivity Service (BDC). This data is secured and filtered such that only the applicable information is shown for the intended audience.  For example, in a customer portal the desired information can be orders and shipments while in a vendor portal pertinent data may include purchase orders and vendor managed inventory. Permissions are available to enable read, edit or create access to any of the information. Source system reports can be included, as well as integration to other Office 365 features such as workflows, forms and reports.

Frequently Asked Questions

Why Use Office 365 for a Portal?
Microsoft Office 365 and the Power Platform provide the perfect framework as all the building blocks of a customer or vendor extranet are already there and our clients already own them. DynamicPoint Customer and Vendor Portal harnesses Office 365 features to provide a better solution at a lower cost than the competition. The interface and content sharing are provided by SharePoint, workflow is provided by Power Automate, business data by the ERP, security by Azure AD, mobility by Power Apps, and reporting by Power BI. All these products are the foundation of our customer’s business as well as our portal application.
Where is my data stored?
Your data is stored in the source ERP, CRM, or other database location where it lives. The portal is not replicating data but rather providing a window into this information.
How long does an implementation take?
Our standard implementation timeframe is from 4-6 weeks. This can vary based on the complexity of your portal and business automation requirements.
Is the portal mobile friendly?
Yes, SharePoint modern pages are responsive so therefore the portal can be viewed on a variety of devices.
Does the portal include approval workflows?
Yes, the portal may trigger Microsoft Power Automate to handle your desired approval processes.
Can I set it up myself?
Yes, if you are familiar with Office 365 technology you can configure your own implementation.
Which ERP and CRM systems do you integrate with?
Check out our integration page for the full list of ERP and CRM applications we have integrated with our portal product. Please contact us if you don’t see yours.