DynamicPoint Portal App
SharePoint Portals for Customers and Vendors
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.
Benefits
How does AP invoice Automation Help Your Business?
Information Collaboration
Access and share customer, vendor or employee information from your ERP or CRM systems direct from a SharePoint portal. The data is secured using Microsoft Entra ID for the authenticated user.
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 data collection forms to automate entire business processes.
Improve Relationships
With 24/7 self-service, customer satisfaction will increase. Partners will have direct connection to their data, so they can answer their own questions in real-time without having to pick up the phone or send an email.
Integrations
Fully compatible with many ERPs
Features
What to expect in Customer and Vendor Portals
Live Integration with ERP/CRM
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
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.
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.
Extensibility
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.
FAQS
Got Questions? We’ve got answers.
Why use Office 365 for AP Invoice Automation?
Microsoft Office 365 and the Power Platform provide the perfect framework as all of the building blocks of invoice automation are already there and our customers already own them. EasyAP365 harnesses Office 365 features to provide a better solution at a lower cost than the competition. Invoices are stored in SharePoint libraries and lists, workflow is provided by Power Automate, collaboration by Teams, security by Azure AD, mobility by Power Apps, and reporting by Power BI. All of these products are the foundation of our customer’s business as well as our invoice automation application.
Where is my data stored?
All your data is stored securely in your Office 365 tenant, either cloud based or on-premise. Our solution passes such standards as HIPAA and The Personal Information Protection Act (PIPA).
How long does an implementation take?
Our standard implementation timeframe is from 1-2 to months. This can of course vary based on requirements and complexity.
What is our implementation process?
Is there a mobile app?
Yes, invoices can be submitted or reviewed from a mobile app. All of invoice automation including the submission, review and processing of invoices can occur from a mobile phone.
Does EasyAP365 include approval workflows?
Yes, EasyAP365 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.
Can I enter invoices directly from Office 365?
Yes, EasyAP365 works within Office 365 so you don’t have to log in and out of apps. This includes the use of emails, Teams, or check request submission of vendor invoices.
How well does OCR work?
DynamicPoint has partnered with the best and most reliable Office 365 OCR tools in the marketplace and embedded their features in EasyAP365. If you want try and see for yourself, upload your own invoices here.
Which ERP systems do you integrate with?
Check out our EasyAP365 ERP integration page for the full list of ERP applications integrated with our EasyAP365 product. Please contact us if you don’t see yours.
Who is it For?
Is DynamicPoint right for you?
Office 365
The most important criteria is if you are a Microsoft Office 365 customer. Our EasyAP365 product leverages this framework.
Flexibility
We are most appreciated by companies looking for an extremely flexible solution that can be tailored to their unique business requirements.
ERP
Our EasyAP365 provides the automation of the receipt, OCR, management and approval of the invoice. An accounting system is needed for the payment.
Save time on invoicing with DynamicPoint Today
Worried about the learning curve? Our solution integrates seamlessly into your existing systems with minimal setup, and our support team is available to ensure a smooth transition.