24/7 Self-Service for Customers & Vendors

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SharePoint Solution for ERP / CRM Clients

Customer & Vendor 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

Features

Live Integration with ERP/CRM

Our portal is a window to the business data that exists within your ERP and CRM system. There is no replication or syncs. The data is displayed real-time.

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 Flow for Workflow, Power BI for Analytics and PowerApps for mobile.

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.

Unlimited Data Integration

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

Report Integration

Generate existing ERP/CRM reports online. Such forms as sales, orders, invoices, purchase orders, and spec sheets can be generated on demand.

Payment Processing

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

Security

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

Benefits

Don’t be fooled, millennials are NOT the only ones demanding 24/7 self service access. Customers and Vendors want on demand access and there are several justifications to validate the ROI.

Portal Benefits

 

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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