With accounts payable invoice automation often comes the need to receive, reconcile, and electronically file shipping documents together with the vendor’s invoice. This includes such items as bill of ladings (BOL), goods receipts, and purchase orders jointly with the...
Looking for a simple portal? Please don’t use Office 365! Using Office 365 SharePoint for a basic customer or vendor portal is like buying a Lamborghini to go to the grocery store. Not that it wouldn’t work but are you really getting the value out of your investment...
In addition to sharing data from your ERP or CRM system, Customer and Vendor Portals can offer the distribution of reports and analytics – such as a sales order or monthly statement with your customers, or a vendor performance dashboard with your suppliers. With...
A common complement to DynamicPoint’s Office 365 Customer Portal is Contract Management. Leveraging the portal’s integration with various ERP applications, in conjunction with SharePoint document management and Power Automate workflows and connectors, you can apply...
DynamicPoint has added credit card processing to its Microsoft Office 365-based customer portal solution. Now, in addition to viewing and printing existing invoices, customers can enter credit card and ACH payments directly on the portal. Chose Your Processing...
