Customer & Vendor Portals


Product Overview

DynamicPoint’s SharePoint Customer & Vendor Portals built to integrate with your ERP and CRM system deliver a flexible, seamlessly integrated and highly secure extranet solution for 24/7 self-service access. The portal ensures user authentication and administration, the utilization of out of the box SharePoint functionality to automate customer and vendor communication, and lastly, the integration of data from a variety of ERP / CRM applications. SharePoint is an ideal dashboard platform offering the building blocks for document management, workflow, and analytics, but also the flexibility to design the portal specific to your customer and vendor requirements by extending key data.

  • User Authentication & Administration
  • Customer Profiles
  • Contracts & Agreements
  • Terms & Conditions
  • Order Submission – Workflow will trigger Notifications and Processing with Integration to your ERP / CRM
  • Order Status – Verify ERP Orders by status, shipment, etc.
  • Inventory – Integration to ERP Inventory Module with access to inventory levels and associated pricing
  • Payment Processing and Status
  • Case Management – Help Desk Support
  • User Authentication & Administration
  • Vendor Profile
  • Vendor Tasks with supporting Email Notifications & Reminders
  • Contracts & Agreements
  • Terms & Conditions
  • Existing Orders – Purchase Order Integration with Purchasing System
  • Payment Status – Invoice Integration with Accounting Data
  • Support Ticket

ERP / CRM Application Integration

Seamless two-way integration between your existing ERP / CRM information and a secure and customizable SharePoint portal gives customers and vendors more effective, accurate, profitable and FASTER customer service experiences. Deliver immediate access to customer and vendor data from within Dynamics AX, Dynamics CRM, Dynamics GP, Dynamics NAV, Dynamics 365 BC and Dynamics 365 FO, Acumatica, Epicor, Infor, Intacct, Netsuite, Oracle, Sage, SAP including such items as inventory, sales orders and purchase orders to ensure key data is easily accessible for the most effective customer service experience.

How Our Portals Work | Portal Sync Service

Why Customers Love DynamicPoint

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  • 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 and the client. Thank you.

    Brenda N.,
    Senior Director, Technology Services | RSM US LLP

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

    Chris E.,
    Director of Business and Quality Information Systems | OneBlood, Inc

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  • 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 through every question and conversation.

    Amy T.,
    Sr. Manager Business Applications & IT Support Services | CBORD

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  • 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!

    Shannon I.,
    Glidewell Laboratories

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  • Great expertise with both Microsoft Dynamics GP and SharePoint. 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 for any GP customization or SharePoint development.

    Ron T.
    T.D. Williamson Inc.

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