DynamicPoint Blog

Dynamics ERP / CRM Compatibility

DynamicPoint’s Office 365 apps for Portals, Invoice Automation, and Expense Management offer many ERP / CRM integrations.  This flexibility is achieved by leveraging the industry standard of integration methodologies, namely ODATA.  So what is ODATA? The technical answer as stated on the foundation’s site is “OData (Open Data Protocol) is an ISO/IEC approved, OASIS standard that defines a set of best practices for building and consuming RESTful APIs”.  The article goes on to state “OData helps you focus on your business logic while building RESTful APIs without having to worry about the various approaches…”  The main point is that ODATA allows applications, like ours, to integrate with many systems without having to define approaches that are unique to every system out there.  Simply put, it is a standard.  Think about your hairdryer.  I can travel to any hotel (in a given country) and can plug it in.  That is because each country has established its own standard for outlets.

When DynamicPoint’s product designers sat down to engineer its suite of applications, the obvious choice was to leverage this standard.  This approach has enabled the company to rapidly support various ERP / CRM systems in offering its suite of Office 365 applications.  Although the ODATA standard has been around for over 13 years, things take a while to catch on.  Most all of the new releases for ERP / CRM systems natively include the option for ODATA.  This allows DynamicPoint products to work across a wide spectrum of products, offering seamless integration with little effort.   But what about those products that have been around for a while?  Not all of them have ODATA available.  One such example is Microsoft Dynamics AX 2012.  While Microsoft now offers ODATA web services for its new product, Dynamics 365 for Finance and Operations (FO), Dynamics AX 2012 is a little more of a challenge.   Are we forced to leave these older applications behind?

Luckily for us, the answer is no.  We have partnered with a leading integration company by the name of CDATA Software.  The company produces an entire suite of drivers that provide ODATA web services for numerous applications that don’t provide them.  And since DynamicPoint has already partnered with this company, these options are available to our customers at no additional cost.  You can browse their extensive list of drivers here to find your ERP, CRM, or legacy database system.

So are you wondering if our applications can work with your system?  Please give us a call or schedule a meeting to discuss.

Why Use Office 365 to Deliver our Applications

At DynamicPoint we consider ourselves very unique in the marketplace as we are the only company we have come across that leverages Microsoft Office 365 to deliver portals, invoice automation and expense management applications.  Since we are the black sheep among our competitors, we believe it is important to step back and discuss why we take this approach.  To clarify, the question is why do we use an Office 365 framework to develop our applications as opposed to start from scratch and build everything ourselves like other vendors in our market.

Before we address the question, let’s discuss exactly what the Office 365 platform is and what it consists of.  The framework is formally known as the Microsoft Business Application Platform, sometimes referred to as the “Power Platform”, and consists of a series of tools that are provided with Office 365 licenses.  The major building blocks consist of:

Power Apps – An application for creating custom business apps that connect to various sources of data and work across web and mobile platforms.  At DynamicPoint we specifically use this tool for creating such forms as vendor onboarding, customer order entry, employee expense reports, as well as accounts payable check request forms.  Basically it comes in handy anytime there is a need for an app or form required to initiate a process and interact with your ERP data.

Power Automation – The service used for automating workflow across various users and applications.  We leverage this product quite extensively for all workflow needs across all of our products.  Routing invoices for approval, assigning expense reports to managers, reviewing customer or vendor updates in the portal, etc.

Power BI – A Business Analytics platform which can be used for creating reports and dashboards, inclusive of interactive visualizations.  This comes in handy for all things reporting across our products.  Details on employee expenditures, analysis of AP spending, and vendor performance to name a few.  If there is a need for a report for any of the data within our products, this is our application of choice.

So at a very high level, those are the major building blocks (there are more but can’t cover them all) of the Microsoft Business Application Platform.  So now let’s shift to the question of why do we use all of these products to deliver DynamicPoint’s applications.  There are many reasons but to name a few:

You Most Likely Already Own it – All of these applications already come with most Office 365 subscriptions. So here is an opportunity to leverage your existing investments as much as possible.

Efficiency – In a report published by Forrester (study can be found here), using this platform results in an average of 70% reduction in development costs with an ROI of 362%.  So simply put, we are using the wheel as opposed to inventing it.  These products come with a proven return that we desire to harness.

Reduced Cost – Not only are we using tools you already own but more importantly, we are not introducing our own that need to be installed and maintained.  So we can charge less for our applications, and not leave you with another set of products to maintain.  So less dependency on 3rd party tools.

More Functional – By using an application toolset that is leveraged by organizations all over the globe and developed by one of the most successful companies in modern history, you are receiving the best of bread features that have seen explosive growth in the past few years.  Just within the past year Power Apps has seen a 3 time increase in users.  So with this growth comes more features and functionality that will continue to be evolved by Microsoft.

Contact us today to learn how you can easily start increasing your ROI by utilizing our robust applications.

DynamicPoint Invoice Automation Together with Microsoft AI Builder

The latest addition to the Microsoft Office 365 suite of products is AI builder.  This new application provides functionality to automate business processes and predict outcomes.   While many different models are available to perform such analysis as predict if leads are going to buy your product or route customer requests to the proper support queue, the model that is the most interesting from an invoice automation perspective is the form-processing model.  This model can be trained to extract information from forms, which includes vendor invoices.

The process to configure the application is quite simple.  Instructions for training the model and selecting the desired fields to return can be found here: https://docs.microsoft.com/en-us/ai-builder/form-processing-sample-data.  This model can be then called directly from Power Automate, as discussed in the following article: https://docs.microsoft.com/en-us/ai-builder/form-processing-model-in-flow

This data can then be added back to the SharePoint library, for use by the DynamicPoint Invoice Automation application, EasyAP365.

Now that this metadata has been extracted from the invoice and is readily available, it can be used for vendor selection, account assignment and workflow routing rules within the DynamicPoint invoice automation product.

The resulting process flow is as follows:

This addition is yet another feature that adds to the power of the Microsoft Office 365 Power Platform and therefore enhances the functionality of DynamicPoint’s AP Invoice Automation application, EasyAP365.

Interested in Learning More About EasyAP365?

Visit our EasyAP365 product page

Sign up for a Live One-on-One Demo

Process AP Invoices Directly From Microsoft Teams

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:

Review and Approval

EasyAP365 leverages Microsoft Power Automate to direct invoices to the appropriate reviewers based on the application’s routing configuration.  These review steps leverage Power Automate approval actions which can be managed directly from the Flow app in teams.  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.

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.  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.

Come join our WEBINAR ON JUNE 23rd to learn more about how Microsoft Teams together with DynamicPoint’s Invoice Automation app, EasyAP365, can be used to automate each step in your organization’s AP Invoice process!

You can also check out our recent demo videos, view pricing details or schedule a 1:1 product demonstration.

Manufacturing Portals for Microsoft Office 365

The manufacturing industry continues to have to adapt in order to meet the changing demands and requirements of today’s consumer. Competing successfully will require that manufacturers increasingly provide customers with shorter times between order and delivery and between product conceptualization and realization, greater product customization, and higher product quality and performance while meeting more stringent environmental constraints. Accomplishing these goals will require major changes in current manufacturing practices, such as greater use of information to reduce waste and defects, and more flexible manufacturing styles. The use of information technology can enable substantial improvements in the operation, organization, and effectiveness of information-intensive manufacturing processes and activities.

We support digital transformation in manufacturing by offering cost-effective, out-of-the-box solutions for manufacturers utilizing the Microsoft ecosystem. The DynamicPoint Portal App enables manufacturers to view, edit, and create ERP and CRM data from an Office 365 SharePoint Portal. The Portal App establishes a secure connection to virtually any data source using industry-standard ODATA web services. The flexible architecture of the product allows virtually all information and reports to be included. The portal data is secured by displaying only the relevant information for the authenticated user.


How can a SharePoint Portal help your manufacturing business?

DynamicPoint’s SharePoint Portals are built to integrate with your ERP and CRM system and deliver a flexible, seamlessly integrated and highly secure extranet solution for 24/7 self-service access.

Below are just 5 ways our Portals can help manufacturers improve customer service and streamline their operations. Users can:

  1. View and edit order and purchasing information in real-time
  2. Access inventory data, stock levels, BOMs, and order new products.
  3. See outstanding invoices, make payments, and submit new invoices.
  4. Create new product return requests and manage RMAs.
  5. Access performance reports, share KPIs, and customer rating information.

*Actual example of one of DynamicPoint’s client’s Manufacturing Portal dashboard

LEARN MORE:  Join Mike Marcin, President of DynamicPoint, who will be presenting on Manufacturing Portals at the May 26th BMAC Online Event.

Sign up for a free trial, view pricing details or schedule a product demonstration.

Vendor Onboarding with DynamicPoint Portals

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

Accounts Payable Invoice Automation ROI Calculator

DynamicPoint’s AP Invoice Automation product, EasyAP365, typically provides a very favorable return on investment in a short period of time.  To illustrate this, we’ve created the AP Invoice Automation ROI Calculator to determine your organization’s return on investment by automating account payable invoices. It’s super easy to use and only takes a few minutes to complete.

Simply follow 5 easy steps…

1.  Choose which EasyAP365 product licensing you would require (Basic or Professional).

2.  Add the average salary of those resources involved in accounts payable process.

3.  Indicate the number of AP employees involved in vendor invoice processing and the percentage of AP time spent processing vendor invoices.

4.  Add the average manager employee salary and the percentage of managerial time spent reviewing and approving.

5.  Input how much in vendor discounts you’re missing due to a slow approval and processing process that you can now expect to capture.

     *Results will vary and are dependent on variables added in each case.

CLICK HERE to try the Accounts Payable Invoice Automation ROI Calculator and see what you could be saving.

You can also check out our recent demo videos, view pricing details or schedule a 1:1 product demonstration.

FREE WEBINAR: Self-Service, On-Demand Key2Act Access Using DynamicPoint Portals

Discover how a DynamicPoint Customer, Vendor or Employee Portal can extend the reach of your Key2Act implementation. Offer customers, vendors or employees 24-7 access to service management, job costs and equipment management all from within Office 365. Increase efficiency of customer service and field service departments, while saving money, by enabling customers, vendors and employees to access their own data online or through a mobile app. Leverage your existing investment while promoting a work-from-anywhere environment.

Register Today, CLICK HERE!

Tue, May 12, 2020 1:00 PM – 1:30 PM EDT

Visit our Customer, Vendor & Employee Portal product page

Sign up for a Live One-on-One Demo

HIPAA Compliant Invoice Automation by DynamicPoint

DynamicPoint now offers a HIPAA (Health Insurance Portability and Accountability Act of 1996) compliant OCR option for its accounts payable invoice automation product, EasyAP365.  The product also meets the requirements as set forth by PHIPA (Personal Health Information Protection Act) for Canadian based customers.

Being a Microsoft Office 365 based solution, the receipt, storage and processing of vendor AP invoices using EasyAP365 already meets HIPAA requirements.  Details in regards to Microsoft’s adhesion with the law can be found here.   The company is also willing to enter into a business associate agreement (BAA) that is made available to customers with an online service contract.

This addition now provides our healthcare customers with an Office 365 based, AP automation solution that provides all the functionality and flexibility of much pricier solutions at a fraction of the cost.

Discover how DynamicPoint EasyAP365 application will streamline your AP process!

Visit our EasyAP365 product page or sign up for a Live One-on-One Demo

FREE WEBINAR: Portal Crash Course – 6 Sample Portals in 30 Minutes

Join DynamicPoint for this informative 30-minute webinar in which we showcase the flexibility and many uses of DynamicPoint’s Office 365 Portal Application.  We plan to showcase the possibilities of how you can use this application by featuring the following samples:

  1. Customer Sales Portal – Focused on sharing customer orders and invoices, including order entry.
  2. Vendor Purchasing Portal – Collaborate on purchase orders assigned to vendors, and enable the entry of PO status and shipping details.
  3. Service Portal – Create new service cases and see the status of existing open service requests.
  4. Manufacturing Portal – Share the status of open production orders, bill of material structures and inventory status.
  5. Job Cost Portal – Visibility to open jobs, change requests and subcontractor management.
  6. Vendor Onboarding – Manage the gathering of documentation for new vendor requests, routing for internal approval, and vendor creation in the ERP system.

All of these examples can be achieved by using the same portal application provided by DynamicPoint.  We have learned from experience that a portal means something different to each customer, and our product is built as a configurable, extensible product to accommodate unique requirements.

Learn How to Reduce Costs & Increase Efficiencies – Register Today!

FREE WEBINAR: Portal Crash Course – 6 Sample Portals in 30 Minutes on Wed, May 6, 2020 1:00 PM – 1:30 PM EDT

Can’t join the webinar?  View recorded demos and pricing details or schedule a product demonstration.

Why Customers Love DynamicPoint

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  • Kellie and team I really appreciate all your help getting our customer’s project sorted out. It may not have been our ideal go live situation with the client’s old system going down suddenly, but you have been awesome about very quick responses, and getting things taken care of for us and the client. Thank you.

    Brenda N.,
    Senior Director, Technology Services | RSM US LLP

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  • IT systems are never perfect. The difference between a good and average (or poor) experience is made when a vendor proves themselves as a true business Partner by ensuring the customer is getting the value they expect from their product, it’s this character and culture of their team that validates my decision to partner with DynamicPoint.

    Chris E.,
    Director of Business and Quality Information Systems | OneBlood, Inc

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  • We have been so impressed with DynamicPoint’s solution and their people. They put in the time to make sure they can deliver what they promise,” concludes Amy. “You can tell they are very committed to their customers and made me feel like a priority through every question and conversation.

    Amy T.,
    Sr. Manager Business Applications & IT Support Services | CBORD

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  • DynamicPoint is very knowledgeable, quick turnaround times and great customer service. What they deliver is always what I asked for or more. One of my most favorite vendors!

    Shannon I.,
    Glidewell Laboratories

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  • Great expertise with both Microsoft Dynamics GP and SharePoint. DynamicPoint was very responsive and professional throughout the engagement. The product was exactly what was desired, and was bug free upon delivery. I highly recommend working with DynamicPoint for any GP customization or SharePoint development.

    Ron T.
    T.D. Williamson Inc.

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