DynamicPoint Blog

DynamicPoint Releases New Recorded Demo of its Office 365 Portal Application

Are you interested in building a customer, vendor or employee Portal using Office 365?  If so, then DynamicPoint’s portal application is what you are looking for.  The app enables real time connections to market leading ERP systems such as Microsoft Dynamics 365 for Finance and Operations, Business Central, AX, Dynamics GP, Dynamics NAV, Acumatica, Epicor, Infor, Intacct, NetSuite, Oracle, Sage, SAP and others.

DynamicPoint has released a new recorded demonstration clearly illustrating the functionality offered by the application and possibilities for your portal.  Like all of DynamicPoint’s products, the portal app leverages the Microsoft Office 365 framework.

Watch our new video and check out how easy it is to access and share customer, vendor or employee information from your ERP or CRM systems.


DynamicPoint Announces New Pricing for Its EasyEXP365 Employee Expense Management Solution

New for 2021: DynamicPoint has revamped the pricing of its Office 365 based employee expense management solution, EasyEXP365.  The new pricing will offer its customers a more flexible and cost-effective method for automating the management of employee expenditures using the Office 365 platform.  Details can be found on the EasyEXP365 product home page here: https://www.dynamicpoint.com/expense-reimbursement/


DynamicPoint Releases New Office 365 Employee Expense Management App

Just in time for the new year, DynamicPoint has released a new completely Office 365-based version of its Employee Expense Management application, named EasyEXP365.  EasyEXP365 Employee Expense Management automates the entry, review, and approval of expense reports using Office 365.  Utilizing SharePoint’s document libraries, Power Automate workflow, and Power Apps mobile entry, the product provides a familiar, easy to use app at a fraction of the cost of competitive solutions while not sacrificing functionality.

Interested in Learning More About EasyEXP365?

Visit our EasyEXP365 product page   OR   Sign up for a Live One-on-One Demo


DynamicPoint Announces New Pricing for Its EasyAP365 Invoice Automation Product

New for 2021: DynamicPoint has revamped the pricing of its Office 365 based invoice automation solution, EasyAP365.  The new pricing will offer its customers a more flexible and cost-effective method for automating their accounts payable process using the Office 365 platform.  Details can be found on the EasyAP365 product home page here: https://www.dynamicpoint.com/easyap365/

Manage Your Vendors Using an Office 365 Vendor Portal, Including Onboarding

In addition to DynamicPoint’s vendor portal application being able to share such data as purchase orders, vendor invoices, contracts and shipping details with vendors, it can also be used to automate entire business processes.  One of these processes is vendor onboarding.  By leveraging the Office 365 platform of which provides the foundation for every DynamicPoint portal, we can easily configure a Power Automate workflow in conjunction with some forms to streamline an otherwise labor-intensive process.

The typical vendor onboarding process is something like this:

In the following video we demonstrate how this can be done using Power Automate with DocuSign for obtaining electronic signatures.  When the process is completed the vendor is automatically created and they receive an invite to the DynamicPoint portal.










Interested in Learning More About our Portal?

Visit our Portal product page

Sign up for a Live One-on-One Demo

Saving Money with Business Automation Solutions Using Office 365

Office 365 Microsoft has shifted SharePoint from being primarily an internal-facing intranet application to a robust platform for extranet collaboration with partners outside of your organization, such as customers or vendors.  This has paved the way for DynamicPoint to develop its portal application, which enhances a standard SharePoint extranet with the integration of the data, reports, and documents from within a company’s ERP or CRM system.  More about this topic can be found here.  While the initial desire for such a customer or vendor portal is data collaboration, much more value can be achieved on this platform to ultimately pave the way to automating entire business processes.

Initial Phase

The typical initial desire for any portal is to share data from various sources with the intended users.  This can range from sales orders or invoices for customers to purchase orders and inventory for vendors. The goal being the information is available online, 24-7 on the portal, and a customer or vendor will not have to call someone in a service department to get the answer they are looking for.  In addition to data, this can also include the sharing of reports and documents.  Reports can vary from purchase orders for vendors or invoices for customers.  Documents can range from customer contracts, government forms, technical requirements documentation, etc.

Later Phases

As the portal matures such functionality as notifications and workflow review and approval are generally introduced.  This is an important step in moving the portal from just being the sharing of data to a more interactive platform.  For example, as opposed to customers just having access to their contracts, they will receive a notification upon expiration.  Or in the case of a vendor portal, if a vendor updates expected delivery dates or shipping information, an approval is generated for the operations team to alert them of this change.

The Finish Line

As the ultimate objective of every portal is to improve customer service and decrease costs, the last and final phase is achieving the automation of entire business processes that used to be managed manually.  Examples may include the entire automation of the vendor onboarding or customer contract renewal process.  Freeing up the resources that were previously dedicated to performing these steps manually allows the focus to shift to more valuable activities.

The Microsoft Office 365 platform. together with DynamicPoint’s portal application, provide the perfect framework to achieve your company’s goal of automating as many business processes as desired. The end solution leveraging these tools will look as follows:


Watch our on-demand webinar and learn how you can leverage a customer, vendor, or employee portal together with Office 365 to automate entire business processes. The options are endless, but to illustrate we will be covering the following examples:

• Vendor Onboarding
• Customer Contract Renewal
• Employee Certification

These are just a few examples of what’s possible. The webinar will surely help spark your creativity and your ability to identify other business processes that can be automated for your organization.


Interested in Learning More About Our Portal?

Visit our Portal product page

Sign up for a Live One-on-One Demo


Using Microsoft Teams? Why Not Process Vendor Invoices Right From Teams?

Are you looking for an invoice automation solution with integration to Microsoft Teams? If so, look no further than DynamicPoint’s EasyAP365 Invoice Automation solution. DynamicPoint’s AP Invoice Automation application, EasyAP365, is fully integrated with Microsoft Teams and allows all aspects of the submission, processing, and review and approval to be managed directly from the Teams App.  Let’s take a look at each of these steps and how DynamicPoint leverages Microsoft Teams.

Invoice Submission

While most invoices are probably submitted directly from vendors via email, some may need to be submitted via managers and other employees in the organization.  DynamicPoint’s Invoice Automation product leverages SharePoint libraries for invoice receipt and submission.  As SharePoint libraries are a standard tab option, invoices can be submitted for processing directly from Teams.

First, invoices are uploaded:

They can be found under the “Received Invoices” tab.

Review and Approval

Uploading invoices will initiate the review and approval process of the invoice. EasyAP365 leverages Microsoft Power Automate to direct invoices to the appropriate reviewers based on the application’s routing configuration.  These review tasks leverage Power Automate approval actions which can be managed directly from the Flow app in teams.  As review tasks are created and assigned, they also can be managed through Teams using the Microsoft Flow App.  That way managers can review and approve their outstanding invoices directly from the Teams interface.


Probably the most intensive step in managing vendor invoices is the accounting ERP application integration.  This includes such tasks as account assignment, vendor selection, PO matching, and cost accounting designation.  These processes are where the DynamicPoint EasyAP365 app does the most intensive work with its integration to various ERP platforms.  And as each step that came before it, this too can be conducted entirely from Microsoft Teams.

You can access and manage invoice submission and managerial review without leaving the Teams platform.  Any action taken is immediately reflected in the EasyAP365 invoice management dashboard, including such options as applying vendor templates, matching to purchase orders, automated approvals and lastly, invoice integration directly to your ERP application.  The last step is the integration of the invoice with the ERP application, which our product performs in a real-time fashion after the last step in the approval process.

As you can see our integration with Microsoft Teams entails every step in the invoice receipt, workflow, and processing aspects of automating accounts payable invoices.  Learn how EasyAP365 can drive efficiencies and savings to your business by leveraging the Office 365 and SharePoint platform (at a fraction of the price of comparable AP solutions).

Interested in Learning More About EasyAP365?

Visit our EasyAP365 product page

Sign up for a Live One-on-One Demo

Automate Corporate Credit Cards Management with DynamicPoint and Office 365

Does your company struggle with the accounting of company credit cards that have been issued to employees?  This process can be very difficult to manage.  Your company issues credit cards to your employees such that they can purchase the items they need for the business to get the job done.  Costs are incurred, and now those costs have to be accounted for.  Maybe they need to be reflected on jobs so that a customer can be billed.  Or maybe they just need to be reflected to the correct GL account.  This process is typically managed on a very manual basis where these charges are coded in Excel and then either manually entered or uploaded into the ERP or accounting system.

DynamicPoint and Office 365 can help.  DynamicPoint’s employee expense management product, EasyEXP365, has a credit card module that automates the integration and accounting of credit card transactions.  Credit card transactions are fed daily into the product via a live stream from your banking institution.  Employees are assigned the transactions they incurred on their issued card.  From either their mobile app or computer they can code these transactions to the appropriate job or expense type, including the ability to upload supporting receipts.  From there, these transactions can either be routed for approval using Power Automate or directly integrate with the ERP system as a journal entry.  Power BI management reports can quickly show which employees have not updated their charges and reminders can automatically be issued.  When the credit card statement is received, it is easy to identify the detailed transactions that make up the statement period such that a quick reconciliation can occur.

The resulting process looks like this:

Interested in Learning More About EasyAP365?

Visit our EasyAP365 product page  OR  Sign up for a Live One-on-One Demo


Design Options for Your Portal

The case for creating your customer, vendor, or employee portal using Office 365 continues to get stronger.  Not only does this platform include SharePoint for content management, Power Automate for workflow, Power Apps for mobile, and Power BI for reporting and analytics, but with SharePoint’s modern pages the branding opportunities continue to grow.

Microsoft has created a dedicated site called the “SharePoint Look Book” to give customers inspiration and ideas for creating their Portal branding.  You can check it out here: https://lookbook.microsoft.com/.  Take a look at these design options that are all leveraging an Office 365 platform that you most likely already own.  Which of these would be best for your customer, vendor, or employee portal?

Interested in Learning More About Our Portal?

Visit our Portal product page

Sign up for a Live One-on-One Demo

Join us for Microsoft Financial & Accounting Online Conference

After the super success of the March 2020 Financial Process Automation Conference (FPAC), Microsoft & VOX ISM are bringing this conference back again this year online!

Join 10 Microsoft Gold Partners, including DynamicPoint, on October 22, from 1:30 PM – 3:30 PM to explore significant emerging technologies in finance, business and accounting at this must-attend financial conference.

This digital conference will take a strategic look at how Canadian accounting and financing departments can reduce their workload in half. They will learn how to automate their processes through advanced software (RPA, AI, IPA, CMP, etc.) and streamline their operations, combat fraud, and better serve their customers.

FPAC is a one-stop experience that gives you an opportunity to connect with experts and pioneers to discuss best-fit technology solutions for your clients or organization. Register Here

Conference Agenda

• Explore how your accounting and finance departments can optimize their current processes to prepare for automation
• Discover how to build and validate AI, BI, and machine learning models in your accounting department
• Learn about potential applications and limitations of emerging technologies
• Discuss strategies to enhance your organization’s understanding of emerging technologies
• Examine techniques to institutionalize automation for everyone at your company
• Management reporting, KPIs, dashboards and portals

This is an invitation-only webinar with limited seats. Let us know if you are interested in attending. We’ll hold a seat for you.

You can also register online for this digital conference here.

Learn about DynamicPoint EasyAP365

Join us at the event, where DynamicPoint will demonstrate our EasyAP365 solution to automate your invoice processing. You’ll learn how you can take advantage of key AP automation functionality leveraging the Office 365 platform. We’ll demonstrate how to streamline accounts payable using SharePoint document libraries, Flow Workflow and Teams in our robust yet easy to use invoice automation solution.

We look forward to engaging with you at the event! In the meantime, you can check out our recent demo videos, view pricing details or schedule a 1:1 product demonstration.

Why Customers Love DynamicPoint

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