An Office 365 SharePoint Extranet for Enabling Customer, Vendor and Employee Portals
Easy to access and share customer, vendor or employee information from your ERP or CRM systems direct from a SharePoint portal. 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
$500 per month
For Initial Site License (Customer or Vendor)
$300 per month
For Additional Site Licenses
* All prices listed in USD. Want a custom quote? Complete our Requirements Gathering or Schedule a Portal Planning Session
One-Time Configuration Packages
$5,000 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
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.
SharePoint Content Management
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.
Integrate with Payment Processing to accept credit cards, add chat services, include electronic signature… just to name a few. The portal is a platform that you get to mold based on your requirements and aspirations.
What is a Portal?
At its very core, a portal allows your customers, vendors or employees to interact with content that you have shared with them, including files, videos and ERP data. DynamicPoint’s Portal app enables collaboration within Microsoft Office 365. 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 as an alternative to the Business Connectivity Service (BDC). 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.
Portal Recorded Demonstration
Frequently Asked Questions
Why Use Office 365 for a Portal?
Microsoft Office 365 and the Power Platform provide the perfect framework as all the building blocks of a customer or vendor extranet are already there and our clients already own them. DynamicPoint Customer and Vendor Portal harnesses Office 365 features to provide a better solution at a lower cost than the competition. The interface and content sharing are provided by SharePoint, workflow is provided by Power Automate, business data by the ERP, security by Azure AD, mobility by Power Apps, and reporting by Power BI. All these products are the foundation of our customer’s business as well as our portal application.
Where is my data stored?
Your data is stored in the source ERP, CRM, or other database location where it lives. The portal is not replicating data but rather providing a window into this information.
How long does an implementation take?
Our standard implementation timeframe is from 4-6 weeks. This can vary based on the complexity of your portal and business automation requirements.
What is our implementation process?
Is the portal mobile friendly?
Yes, SharePoint modern pages are responsive so therefore the portal can be viewed on a variety of devices.
Does the portal include approval workflows?
Yes, the portal may trigger Microsoft Power Automate to handle your desired approval processes.
Can I set it up myself?
Yes, if you are familiar with Office 365 technology you can configure your own implementation.
Which ERP and CRM systems do you integrate with?
Check out our integration page for the full list of ERP and CRM applications we have integrated with our portal product. Please contact us if you don’t see yours.