DynamicPoint Portal App
SharePoint Portals: Customer & Vendor Portal Software
DynamicPoint’s SharePoint Portal App allows your customers and vendors to interact with content that you have shared with them and connect to any underlying business data that exists in your ERP and CRM.
Intro Video
Quick Video of Portals Using DynamicPoint
Portal Benefits
How Do SharePoint Portals Help Your Business?
Information Collaboration
Access and share customer, vendor, or employee information from your ERP or CRM systems — directly from a SharePoint portal. Microsoft Entra ID protection secures access to any resource.
Streamline Processes
The Office 365 foundation gives you the power to combine Power Automate workflows with data collection forms, automating entire business processes.
Improve Relationships
Boost customer satisfaction with 24/7 self-service. Partners have direct connection to their data, making it easy to answer their own questions, without having to pick up the phone or send an email.
Integrations
ERP Integration – Fully Compatible With Many ERPs
DynamicPoint Portals offer seamless, live integration with numerous ERPs. If you don’t see your application here, contact us and we can help.
Features
What to Expect In Self-Service Portals
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. Easily access real-time data for inventory, purchasing, fulfillment, support, sales, accounting, and more.
Microsoft 365 Based
Enjoy full access to Microsoft Power Automate for Workflow, Power BI for Analytics, and Power Apps for mobile.
SharePoint Content Management
Leverage SharePoint collaboration tools: Document libraries, workflows, news feeds, asset libraries, blogs, wikis, analytics, and so much more.
Report and File Exchange
Generate existing ERP/CRM reports and forms online — including sales orders, invoices, purchase orders, and spec sheets. Portal users can download or submit files directly.
Extensibility
Mold your portal to fit your requirements and aspirations. Integrate with Payment Processing to accept credit cards, add chat services, enable electronic signatures, and much more!
Use Cases
Vendor Portal Use Cases
Vendor Data Management
View / Edit vendor contact information, including addresses, phone, personnel, tax exemption status
Order Management
View / Edit purchase orders, confirm receipt, print orders, update delivery status
Financial Management
View / Print invoices, monitor payment status, update ACH / payment details
Third Party Logistic (3PL) or Fulfillment Collaboration
View inventory levels to determine fulfillment needs, visibility to inventory in transit, insight to advanced ship notifications and goods receipts
Contract Manufacturer Collaboration
View work / production orders, WIP, bill of materials and percent complete analysis
Service Provider Collaboration
View service cases, call summary, appointments, equipment location, resource assignment, job status
Onboarding Automation
Workflow to manage vendor invitation, completion of NDAs, W-9s, vendor certification forms, risk evaluation
Vendor Performance
Periodic review of vendor performance, on-time delivery, reliability assessment, associated KPIs
Vendor Certification and Compliance
Periodic review of certification requirements, licenses, compliance, legal status
Contract / Document Management
Storage and maintenance of vendor contracts and documents, expiration and renewal, electronic signature capture
RFP Management
Repository to review open RFP, submit questions and responses, gather requirements, manage timelines, issue and open item tracking
Reporting and Analytics
Share dashboards and KPIs with vendors, generate reports
Vendor Collaboration
Satisfaction surveys, knowledgebases, blogs, wikis, forums, Q&A, case management
Customer Portal Use Cases
Customer Data Management
View / Edit customer contact information, including addresses, phone, personnel, tax registration
Order Management
View / Edit / Create sales orders, check order status, print orders, update prior to delivery
Returns Management
Returns Management View / Edit / Create return orders, issue RMAs, check return status, print return confirmations
Service Order Management
View / Edit / Create service orders, check order status, print call status, update resolution, view / schedule appointments and resource assignment
Financial Management
View / Print / Pay invoices and statements, monitor due and discount status, update ACH / payment details, application of credit memos
Onboarding Automation
Workflow to manage customer onboarding, completion of contracts, requirement forms, financial information, portal invitation and sharing
Customer Consignment Inventory
View inventory levels to determine replenishment needs, visibility to inventory in transit, insight to advanced ship notifications and goods receipts
Customer History
Review of order history, payment discounts, purchase incentives, print customer statements, associated KPIs
Contract / Document Management
Storage and maintenance of customer contracts and documents, expiration and renewal, electronic signature capture
Reporting and Analytics
Share dashboards and KPIs with customers, generate reports
Customer Collaboration
Satisfaction surveys, knowledgebases, blogs, wikis, forums, Q&A, case management
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.
Is DynamicPoint Right for You?
Office 365
The most important factor is that you are a Microsoft Office 365 customer. Our Portal product leverages SharePoint as its foundation.
B2B
ERP
Our Portal app is able to provide a secure window into ERP or other data sources information. Your data is not replicated and queried real-time.
Pricing
$500 per month
For Initial Site License (Customer or Vendor)
$300 per month
For Additional Site Licenses
**All prices listed in USD. Please contact us if you have any questions.
What is a Portal?
Portals allow 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 365.
DynamicPoint’s SharePoint Customer & Vendor Portal app allows you to connect to the business data within your ERP, CRM, or other proprietary data source, as an alternative to Business Connectivity Services (BCS). This data is secured and filtered, disclosing only applicable information to the intended audience. For example, in a customer portal, the desired information may be orders and shipments. In a vendor portal, pertinent data may include purchase orders and vendor-managed inventory. Permissions are available to read, edit, or create access to any information. Source system reports can be included, as well as integration to other Microsoft 365 features, such as workflows, forms, and reports.