With accounts payable invoice automation often comes the need to receive, reconcile, and electronically file shipping documents together with the vendor’s invoice. This includes such items as bill of ladings (BOL), goods receipts, and purchase orders jointly with the...
Looking for a simple portal? Please don’t use Office 365! Using Office 365 SharePoint for a basic customer or vendor portal is like buying a Lamborghini to go to the grocery store. Not that it wouldn’t work but are you really getting the value out of your investment...
DynamicPoint has added a service configurator to its Office 365 customer and vendor portal product. The foundation of the portal application is that it allows the addition of ERP and CRM data to a Microsoft Office 365 SharePoint extranet. In order to achieve this...
Let’s face it, one of the most import aspects of a customer or vendor portal is how good it looks. Now if the functionality isn’t there then of course that is an issue, but users these days expect more than for things just to work. This is especially true in providing...
In addition to sharing data from your ERP or CRM system, Customer and Vendor Portals can offer the distribution of reports and analytics – such as a sales order or monthly statement with your customers, or a vendor performance dashboard with your suppliers. With...
By now we have all heard the Labor Department statistics on job openings and the challenges in finding qualified candidates. As of August 2nd, job openings totaled 10.7 million with 1.8 jobs available for every unemployed worker. Obviously finding key employees to add...
A common complement to DynamicPoint’s Office 365 Customer Portal is Contract Management. Leveraging the portal’s integration with various ERP applications, in conjunction with SharePoint document management and Power Automate workflows and connectors, you can apply...
DynamicPoint has added credit card processing to its Microsoft Office 365-based customer portal solution. Now, in addition to viewing and printing existing invoices, customers can enter credit card and ACH payments directly on the portal. Chose Your Processing...
Are you manually tracking vendor responses for RFPs (request for proposals) or RFQ (request for quotes)? Have you looked at various solutions that don’t match up well with your bid management process? Why not use a tool that you most likely already own, namely Office...
DynamicPoint recently took part in Dynamics 365 BC/NAV Financial Management Tools Showcase On-Demand Event, sponsored by MSDW and ERPSoftwareBlog.com. It was designed for finance-focused D365 Business Central and NAV users and consultants who want to discover new and...
