An Office 365 Solution for Enabling Customer, Vendor and Employee Portals
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.
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.
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.
How It Works
Add Business Data to Your SharePoint Extranet.
Monthly Product Pricing
$400 per month
For Initial Site License (Customer or Vendor)
$200 per month
For Additional Site Licenses
One-Time Configuration Packages
$4,000 setup fee
- Application Install & Site Setup
- Basic Branding
- Packaged ERP/CRM Integrations
- View Data
- Notifications & Alerts
- View, Edit & Create Transactions
- Group Security
- Custom Data Objects
- Multiple Companies
- Display ERP / CRM Reports
- Payment Gateways
Office 365 Add-Ons
- Custom Branding
- Power Automate Workflow Integration
- Customer and Vendor Onboarding
- Contract Renewal
- Business Automation Workflows
- Electronic Signature and Forms
Provide Data, Documents and Reporting
Office 365 SharePoint Extranet Solution
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. 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.