Creating a Customer or Vendor Portal Solution On SharePoint
Discover how a DynamicPoint Customer or Vendor Portal can be used to provide your customers with access to their existing orders, allow updates and create new orders. Include such details as shipping information, order status, production elements and financial details. All of these features are possible directly from a Microsoft 365 SharePoint Portal site. We will explore the benefits of using SharePoint vs Alternative Solutions
In this webinar you will learn how to:
– Create a customer extranet using your existing Microsoft 365 subscription
– Branding the site to include your corporate logos and colors
– Incorporating ERP order details using DynamicPoint’s Portal app
– Integrating Power BI Reporting and Power Automate Workflows
– Automate such business processes as contract renewal
– Collect customer contracts and documents; stored securely in SharePoint
– Leverage your existing investment while allowing 24-7 self-service access