24/7 Self-Service for Customers, Vendors & Employees


Leverage Investment in Office 365

Office 365 Portal Solution for ERP / CRM Clients

Customer, Vendor & Employee Portals

24/7 Self Service Portal – Fast. Easy. Integrated

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



Live Integration with ERP/CRM

Our portal is a window to the business data that exists within your ERP and CRM system. There are no replications or syncs. The data is displayed real-time. Interact with any data including Inventory, Purchasing, Fulfillment, Support, Sales, Accounting, and more.

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.

Unlimited Data Integration

Any data that resides in your ERP or CRM system can be included in the portal. Even information that resides in proprietary systems, databases, and spreadsheets can be included.

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.

Payment Processing

Integrate with leading payment processors such as Stripe, PayPal, Authorize.Net, or others to offer online payment.


Every portal leverages the Office 365 authentication model to provide secure access to your data

SharePoint Extensibility

Leverage SharePoint collaboration tools such as document libraries, workflows, news feeds, asset libraries, blogs, wikis, analytics and so much more.


The portal is accessible via desktop, phone and tablet. You can also add a mobile app to address specific business functions.

Integrated Chat

Virtually any chat service can be added directly to the portal home page and it’s an easy way to improve your customer response time.

Electronic Signatures

With Microsoft Power Automate and DocuSign, you can easily add electronic signatures to your DynamicPoint Office 365 based Portal for such things as vendor onboarding and customer contract renewal.

Cloud Deployment

Our cloud solution doesn’t require any hardware or the installation of intensive applications and works on desktops, tablets, and mobile devices, including numerous iOS and Android Apps.


Self Service

Most customers want self-serve on your site. Give your customers what they are demanding.


Reduce your internal costs by putting the information online without the need to consume employee time.

Increase Efficiency

Lower customer service requests with fewer phone calls and emails.

Improve Relationships

With 24/7 self-service, customer satisfaction will increase. Partners will have direct connection to your staff, so you can answer any questions they have immediately in real time without having to pick up the phone or send an email.

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 forms to streamline an otherwise labor-intensive process.

Information Collaboration

Easy to access and share customer, vendor or employee information from your ERP or CRM systems. The data is secured by displaying only the relevant information for the authenticated user.

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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