Configure a DynamicPoint Portal in 5 Easy Steps
- Request Demonstration
- Learn More
- CRM & ERP Integrations
- Why SharePoint
- Portals Pricing
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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!
Step 1: Configure SharePoint Portal Page
Attractive Dashboard
The streamlined, modern dashboard makes navigation for customers, vendors, or employees quick and easy
Various Calls to Action
Completely customizable for your organization, enable quick calls to action front and center
Integrated Chat
Give customers, vendors, or employees the option to initiate a chat for quick support
Edit the Page
Add document libraries, newsfeeds, PowerBI reports, etc to your page for the ultimate portal experience
Next Up:
Step 2
Click: Site Contents
The app must be added to the site contents for the portal page.
Click: +New
Click to add new content
Select: Add App
Select to add the app
Continue
Click: From Your Organization
We want to add the app from your organization
Click: DynamicPoint Portal
Select the DynamicPoint Portal app
Continue
Click: Trust
Select to trust the app
Continue
Move on to Step 3.
ERP Integration Objects
Today we are using Dynamics 365 to demonstrate, but we integrate with almost all ERP/CRM applications
Click: Web Services
Goto the web service admin section of the ERP
Continue
Select and Copy Page URL
Copy the ODATA URL you want to expose in the portal
Continue
Move onto Step 4.
SharePoint
Navigate back to the SharePoint app page
Click "Admin" then "Services"
From the DynamicPoint portal admin section click "Services"
Continue
Click: "+Create" then "Add Page"
This is where you will paste your ODATA URL
Continue
Move onto Step 5.
Edit Web Parts
Add charts, search, reports to complete the look
Change Styling
Change any styling features to match your company's branding
Update Calls to Action
Update the calls to action to reference the configured portal services
Layout
Modify any layout and branding changes
All Done!
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